Jefferies Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Jefferies Financial Group’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 Q1	$8.2M	Sell	135,235 -370,538	-73%	-$21.6M	0.06%	238
2025 Q4	$27.3M	Buy	505,773 +381,724	+308%	+$18.4M	0.14%	143
2025 Q3	$5.59M	Buy	124,049 +51,616	+71%	+$2.41M	0.03%	341
2025 Q2	$3.35M	Buy	72,433 +22,282	+44%	+$1.09M	0.03%	399
2025 Q1	$3.06M	Sell	50,151 -196,877	-80%	-$11.5M	0.03%	439
2024 Q4	$14M	Sell	247,028 -31,594	-11%	-$1.77M	0.08%	178
2024 Q3	$14.4M	Buy	278,622 +47,568	+21%	+$2.23M	0.1%	122
2024 Q2	$9.6M	Buy	231,054 +111,992	+94%	+$5.01M	0.1%	162
2024 Q1	$6.46M	Sell	119,062 -76,577	-39%	-$3.9M	0.06%	249
2023 Q4	$10M	Buy	195,639 +65,723	+51%	+$3.45M	0.07%	223
2023 Q3	$7.54M	Buy	129,916 +102,023	+366%	+$6.25M	0.07%	232
2023 Q2	$1.78M	Sell	27,893 -154,100	-85%	-$10.3M	0.02%	698
2023 Q1	$12.6M	Buy	181,993 +122,993	+208%	+$8.67M	0.1%	173
2022 Q4	$4.25M	Buy	+59,000	New	+$4.45M	0.03%	447

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's BMY Position: Q1 2026 in Review

Jefferies Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 73% in Q1 2026, selling an estimated $21.6M and leaving 135,235 shares worth $8.2M. The position accounts for 0.06% of the portfolio, ranked #238.

Jefferies Financial Group first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.3M in Q4 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Jefferies Financial Group held 135,235 shares of Bristol-Myers Squibb worth $8.2M as of Q1 2026.
Jefferies Financial Group sold 370,538 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.6M.
Bristol-Myers Squibb made up 0.06% of Jefferies Financial Group's portfolio in Q1 2026, its #238 holding.
Jefferies Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Bristol-Myers Squibb position peaked at $27.3M in Q4 2025.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.