Joel Isaacson & Co’s Bristol-Myers Squibb BMY Stock Holding History

Joel Isaacson & Co’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	$2.31M	Buy	38,011 +5,976	+19%	+$348K	0.08%	121
2025 Q4	$1.73M	Buy	32,035 +299	+0.9%	+$14.4K	0.06%	141
2025 Q3	$1.43M	Buy	31,736 +6,138	+24%	+$287K	0.05%	150
2025 Q2	$1.18M	Buy	25,598 +2,386	+10%	+$117K	0.05%	153
2025 Q1	$1.42M	Sell	23,212 -1,181	-5%	-$68.8K	0.06%	126
2024 Q4	$1.38M	Sell	24,393 -2,571	-10%	-$144K	0.06%	124
2024 Q3	$1.4M	Buy	26,964 +2,092	+8%	+$98.1K	0.07%	113
2024 Q2	$1.03M	Sell	24,872 -66	-0.3%	-$2.95K	0.05%	130
2024 Q1	$1.35M	Buy	24,938 +3,081	+14%	+$157K	0.07%	111
2023 Q4	$1.12M	Buy	21,857 +28	+0.1%	+$1.47K	0.07%	112
2023 Q3	$1.27M	Buy	21,829 +22	+0.1%	+$1.35K	0.09%	96
2023 Q2	$1.39M	Buy	21,807 +688	+3%	+$46.1K	0.09%	96
2023 Q1	$1.46M	Sell	21,119 -131	-0.6%	-$9.24K	0.11%	85
2022 Q4	$1.53M	Buy	21,250 +30	+0.1%	+$2.26K	0.12%	84
2022 Q3	$1.51M	Buy	21,220 +3,853	+22%	+$279K	0.13%	78
2022 Q2	$1.34M	Buy	17,367 +17	+0.1%	+$1.29K	0.11%	81
2022 Q1	$1.33M	Buy	17,350 +4	+0%	+$269	0.1%	91
2021 Q4	$1.08M	Buy	17,346 +457	+3%	+$26.8K	0.07%	113
2021 Q3	$999K	Sell	16,889 -675	-4%	-$44.5K	0.08%	112
2021 Q2	$1.17M	Sell	17,564 -392	-2%	-$25.6K	0.09%	92
2021 Q1	$1.13M	Buy	17,956 +1,696	+10%	+$106K	0.1%	86
2020 Q4	$1.01M	Buy	16,260 +16	+0.1%	+$984	0.1%	90
2020 Q3	$979K	Buy	16,244 +17	+0.1%	+$1.02K	0.13%	80
2020 Q2	$954K	Buy	16,227 +21	+0.1%	+$1.26K	0.14%	76
2020 Q1	$903K	Buy	16,206 +60	+0.4%	+$3.67K	0.16%	68
2019 Q4	$1.04M	Buy	16,146 +3,318	+26%	+$190K	0.14%	73
2019 Q3	$651K	Sell	12,828 -916	-7%	-$43K	0.09%	95
2019 Q2	$623K	Sell	13,744 -127	-0.9%	-$5.92K	0.09%	105
2019 Q1	$662K	Sell	13,871 -1,450	-9%	-$72.2K	0.1%	112
2018 Q4	$735K	Buy	15,321 +2,435	+19%	+$131K	0.12%	101
2018 Q3	$800K	Buy	12,886 +14	+0.1%	+$831	0.13%	83
2018 Q2	$712K	Sell	12,872 -1,484	-10%	-$80.1K	0.12%	92
2018 Q1	$908K	Buy	14,356 +1,343	+10%	+$86.4K	0.16%	66
2017 Q4	$797K	Buy	13,013 +13	+0.1%	+$813	0.14%	75
2017 Q3	$829K	Buy	13,000 +14	+0.1%	+$817	0.15%	70
2017 Q2	$724K	Buy	12,986 +14	+0.1%	+$762	0.14%	75
2017 Q1	$705K	Buy	12,972 +16	+0.1%	+$878	0.14%	70
2016 Q4	$757K	Buy	12,956 +1,007	+8%	+$55.1K	0.15%	61
2016 Q3	$644K	Buy	11,949 +1,300	+12%	+$83.5K	0.13%	72
2016 Q2	$783K	Hold	10,649	–	–	0.17%	61
2016 Q1	$680K	Hold	10,649	–	–	0.15%	68
2015 Q4	$733K	Hold	10,649	–	–	0.18%	60
2015 Q3	$630K	Hold	10,649	–	–	0.17%	61
2015 Q2	$709K	Buy	10,649 +448	+4%	+$29.5K	0.18%	61
2015 Q1	$658K	Buy	10,201 +144	+1%	+$9.02K	0.17%	65
2014 Q4	$594K	Hold	10,057	–	–	0.16%	65
2014 Q3	$515K	Hold	10,057	–	–	0.16%	62
2014 Q2	$488K	Hold	10,057	–	–	0.15%	65
2014 Q1	$522K	Hold	10,057	–	–	0.18%	61
2013 Q4	$535K	Hold	10,057	–	–	0.19%	54
2013 Q3	$465K	Sell	10,057 -1,500	-13%	-$65.8K	0.19%	55
2013 Q2	$516K	Buy	+11,557	New	+$502K	0.24%	48

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

Joel Isaacson & Co's BMY Position: Q1 2026 in Review

Joel Isaacson & Co increased its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, buying an estimated $348K and bringing the position to 38,011 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #121.

Joel Isaacson & Co first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Joel Isaacson & Co held 38,011 shares of Bristol-Myers Squibb worth $2.31M as of Q1 2026.
Joel Isaacson & Co bought 5,976 Bristol-Myers Squibb shares in Q1 2026, an estimated $348K.
Bristol-Myers Squibb made up 0.08% of Joel Isaacson & Co's portfolio in Q1 2026, its #121 holding.
Joel Isaacson & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.