JCIC Asset Management
BMY icon

JCIC Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

JCIC Asset Management’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-875
Closed -$53.1K – 91
2026
Q2 		$53.1K Hold
875
– – 0.02% 80
2026
Q1 		$53.1K Buy
875
+535
+157% +$31.2K 0.02% 80
2025
Q4 		$18.3K Hold
340
– – 0.01% 97
2025
Q3 		$15.3K Buy
+340
New +$15.9K ﹤0.01% 99
2025
Q1 		$31.7K Buy
520
+180
+53% +$10.5K 0.01% 81
2024
Q4 		$19.2K Hold
340
– – 0.01% 83
2024
Q3 		$17.6K Hold
340
– – 0.01% 84
2024
Q2 		$14.1K Hold
340
– – 0.01% 90
2024
Q1 		$18.4K Hold
340
– – 0.01% 89
2023
Q4 		$17.4K Sell
340
-600
-64% -$31.5K 0.01% 91
2023
Q3 		$54.6K Hold
940
– – 0.03% 64
2023
Q2 		$60.1K Hold
940
– – 0.03% 66
2023
Q1 		$65.2K Hold
940
– – 0.03% 59
2022
Q4 		$68K Hold
940
– – 0.03% 61
2022
Q3 		$73K Sell
940
-789
-46% -$57.2K 0.03% 60
2022
Q2 		$133K Hold
1,729
– – 0.07% 49
2022
Q1 		$126K Buy
1,729
+600
+53% +$40.3K 0.04% 64
2021
Q4 		$70K Sell
1,129
-730
-39% -$42.8K 0.02% 74
2021
Q3 		$110K Hold
1,859
– – 0.04% 65
2021
Q2 		$154K Hold
1,859
– – 0.04% 67
2021
Q1 		$117K Buy
1,859
+340
+22% +$21.2K 0.04% 64
2020
Q4 		$94K Buy
1,519
+789
+108% +$48.5K 0.04% 63
2020
Q3 		$44K Buy
730
+110
+18% +$6.62K 0.02% 68
2020
Q2 		$36K Buy
620
+170
+38% +$10.2K 0.02% 67
2020
Q1 		$25K Buy
+450
New +$27.5K 0.02% 68

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JCIC Asset Management's BMY Position: Q3 2026 in Review

JCIC Asset Management sold out of Bristol-Myers Squibb (BMY) in Q3 2026, closing a stake of 875 shares — an estimated $53.1K sold.

JCIC Asset Management first reported a position in BMY in Q1 2020 and held it in 25 quarters. The position peaked at $154K in Q2 2021. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • JCIC Asset Management reported no remaining Bristol-Myers Squibb position as of Q3 2026 after selling out during the quarter.
  • JCIC Asset Management sold 875 Bristol-Myers Squibb shares in Q3 2026, an estimated $53.1K.
  • JCIC Asset Management first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 25 quarters.
  • JCIC Asset Management's Bristol-Myers Squibb position peaked at $154K in Q2 2021.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on JCIC Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.