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Johnson Financial Group Inc (Wisconsin)’s Bristol-Myers Squibb BMY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.09M Sell
17,928
-869
-5% -$50.7K 0.04% 168
2025
Q4 		$1.01M Buy
18,797
+2,662
+16% +$128K 0.04% 164
2025
Q3 		$728K Sell
16,135
-331
-2% -$15.5K 0.03% 206
2025
Q2 		$762K Sell
16,466
-1,736
-10% -$85.2K 0.03% 176
2025
Q1 		$1.11M Buy
18,202
+2,336
+15% +$136K 0.05% 145
2024
Q4 		$946K Buy
15,866
+11,291
+247% +$631K 0.04% 154
2024
Q3 		$237K Sell
4,575
-1,461
-24% -$68.5K 0.01% 329
2024
Q2 		$251K Buy
6,036
+2,792
+86% +$125K 0.01% 290
2024
Q1 		$176K Sell
3,244
-2,939
-48% -$150K 0.01% 311
2023
Q4 		$317K Sell
6,183
-5,321
-46% -$279K 0.02% 240
2023
Q3 		$668K Sell
11,504
-641
-5% -$39.3K 0.05% 146
2023
Q2 		$777K Buy
12,145
+3,098
+34% +$208K 0.05% 144
2023
Q1 		$627K Sell
9,047
-1,283
-12% -$90.5K 0.04% 157
2022
Q4 		$743K Sell
10,330
-141
-1% -$10.6K 0.06% 132
2022
Q3 		$805K Sell
10,471
-5,119
-33% -$371K 0.07% 119
2022
Q2 		$1.2M Buy
15,590
+3,725
+31% +$284K 0.09% 105
2022
Q1 		$866K Sell
11,865
-1,427
-11% -$95.8K 0.06% 148
2021
Q4 		$828K Buy
13,292
+476
+4% +$27.9K 0.05% 152
2021
Q3 		$759K Sell
12,816
-900
-7% -$59.3K 0.05% 148
2021
Q2 		$917K Sell
13,716
-1,186
-8% -$77.3K 0.06% 135
2021
Q1 		$941K Sell
14,902
-2,542
-15% -$158K 0.06% 128
2020
Q4 		$1.08M Sell
17,444
-1,560
-8% -$95.9K 0.09% 104
2020
Q3 		$1.15M Sell
19,004
-2,337
-11% -$141K 0.12% 86
2020
Q2 		$1.25M Buy
21,341
+8,617
+68% +$515K 0.13% 74
2020
Q1 		$709K Buy
12,724
+1,424
+13% +$87K 0.08% 111
2019
Q4 		$725K Sell
11,300
-287
-2% -$16.4K 0.07% 123
2019
Q3 		$587K Sell
11,587
-577
-5% -$27.1K 0.05% 159
2019
Q2 		$552K Sell
12,164
-857
-7% -$39.9K 0.05% 162
2019
Q1 		$621K Sell
13,021
-281
-2% -$14K 0.06% 154
2018
Q4 		$692K Buy
13,302
+571
+4% +$30.7K 0.07% 144
2018
Q3 		$790K Buy
12,731
+192
+2% +$11.4K 0.08% 140
2018
Q2 		$694K Buy
12,539
+1,668
+15% +$90.1K 0.08% 142
2018
Q1 		$687K Buy
10,871
+100
+0.9% +$6.43K 0.08% 141
2017
Q4 		$660K Sell
10,771
-156
-1% -$9.76K 0.08% 148
2017
Q3 		$696K Sell
10,927
-308
-3% -$18K 0.09% 141
2017
Q2 		$626K Sell
11,235
-10,658
-49% -$580K 0.09% 149
2017
Q1 		$1.19M Sell
21,893
-3,815
-15% -$209K 0.15% 139
2016
Q4 		$1.5M Sell
25,708
-1,807
-7% -$98.8K 0.21% 110
2016
Q3 		$1.48M Buy
27,515
+2,323
+9% +$149K 0.2% 106
2016
Q2 		$1.85M Buy
25,192
+2,583
+11% +$183K 0.26% 87
2016
Q1 		$1.44M Sell
22,609
-22,737
-50% -$1.43M 0.29% 85
2015
Q4 		$3.12M Buy
45,346
+6,824
+18% +$451K 0.65% 29
2015
Q3 		$2.28M Buy
38,522
+408
+1% +$25.9K 0.5% 46
2015
Q2 		$2.54M Sell
38,114
-1,312
-3% -$86.5K 0.53% 41
2015
Q1 		$2.54M Sell
39,426
-816
-2% -$51.1K 0.55% 37
2014
Q4 		$2.38M Sell
40,242
-284
-0.7% -$16K 0.55% 42
2014
Q3 		$2.07M Sell
40,526
-181
-0.4% -$9.04K 0.54% 46
2014
Q2 		$1.98M Buy
40,707
+2,929
+8% +$144K 0.52% 45
2014
Q1 		$1.96M Sell
37,778
-9,686
-20% -$515K 0.57% 39
2013
Q4 		$2.52M Buy
47,464
+1,276
+3% +$65K 0.73% 28
2013
Q3 		$2.14M Buy
46,188
+490
+1% +$21.5K 0.65% 32
2013
Q2 		$2.04M Buy
+45,698
New +$1.98M 0.57% 37

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

Johnson Financial Group Inc (Wisconsin)'s BMY Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Bristol-Myers Squibb (BMY) stake by 4.6% in Q1 2026, selling an estimated $50.7K and leaving 17,928 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #168.

Johnson Financial Group Inc (Wisconsin) first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.12M in Q4 2015. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 17,928 shares of Bristol-Myers Squibb worth $1.09M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 869 Bristol-Myers Squibb shares in Q1 2026, an estimated $50.7K.
  • Bristol-Myers Squibb made up 0.04% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #168 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Bristol-Myers Squibb position peaked at $3.12M in Q4 2015.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.