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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
2024
Q1 		– Sell
-7,600
Closed -$390K – 1634
2023
Q4 		$390K Buy
+7,600
New +$399K ﹤0.01% 1304
2023
Q2 		– Sell
-21,000
Closed -$1.46M – 1690
2023
Q1 		$1.46M Buy
+21,000
New +$1.48M 0.01% 760

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
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.