Jones Financial Companies’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.5M | Buy |
640,735
+342,177
| +115% | +$19.9M | 0.02% | 418 |
|
|
2025
Q4 | $16.1M | Buy |
298,558
+61,094
| +26% | +$2.94M | 0.01% | 362 |
|
|
2025
Q3 | $10.5M | Buy |
237,464
+15,554
| +7% | +$726K | 0.01% | 401 |
|
|
2025
Q2 | $10.3M | Buy |
221,910
+26,376
| +13% | +$1.29M | 0.01% | 355 |
|
|
2025
Q1 | $11.7M | Buy |
195,534
+48,823
| +33% | +$2.85M | 0.01% | 294 |
|
|
2024
Q4 | $8.3M | Buy |
146,711
+52,197
| +55% | +$2.92M | 0.01% | 289 |
|
|
2024
Q3 | $4.82M | Buy |
94,514
+49,504
| +110% | +$2.32M | ﹤0.01% | 293 |
|
|
2024
Q2 | $1.87M | Buy |
45,010
+23,843
| +113% | +$1.07M | ﹤0.01% | 325 |
|
|
2024
Q1 | $1.15M | Buy |
21,167
+5,162
| +32% | +$263K | ﹤0.01% | 245 |
|
|
2023
Q4 | $821K | Sell |
16,005
-107
| -0.7% | -$5.62K | ﹤0.01% | 214 |
|
|
2023
Q3 | $935K | Buy |
16,112
+3,341
| +26% | +$205K | ﹤0.01% | 188 |
|
|
2023
Q2 | $817K | Buy |
12,771
+1,065
| +9% | +$71.4K | ﹤0.01% | 193 |
|
|
2023
Q1 | $811K | Sell |
11,706
-506
| -4% | -$35.7K | ﹤0.01% | 189 |
|
|
2022
Q4 | $879K | Buy |
12,212
+1,289
| +12% | +$97.2K | ﹤0.01% | 187 |
|
|
2022
Q3 | $777K | Sell |
10,923
-1,266
| -10% | -$91.8K | ﹤0.01% | 170 |
|
|
2022
Q2 | $939K | Sell |
12,189
-1,929
| -14% | -$147K | ﹤0.01% | 162 |
|
|
2022
Q1 | $1.03M | Buy |
14,118
+1,073
| +8% | +$72K | ﹤0.01% | 165 |
|
|
2021
Q4 | $813K | Sell |
13,045
-396
| -3% | -$23.2K | ﹤0.01% | 166 |
|
|
2021
Q3 | $795K | Sell |
13,441
-1,293
| -9% | -$85.2K | ﹤0.01% | 161 |
|
|
2021
Q2 | $985K | Sell |
14,734
-1,189
| -7% | -$77.5K | ﹤0.01% | 149 |
|
|
2021
Q1 | $1M | Buy |
15,923
+4,784
| +43% | +$298K | ﹤0.01% | 149 |
|
|
2020
Q4 | $691K | Buy |
11,139
+397
| +4% | +$24.4K | ﹤0.01% | 151 |
|
|
2020
Q3 | $647K | Buy |
10,742
+590
| +6% | +$35.5K | ﹤0.01% | 151 |
|
|
2020
Q2 | $597K | Buy |
10,152
+1,236
| +14% | +$73.9K | ﹤0.01% | 155 |
|
|
2020
Q1 | $497K | Buy |
8,916
+737
| +9% | +$45K | ﹤0.01% | 159 |
|
|
2019
Q4 | $525K | Buy |
8,179
+529
| +7% | +$30.3K | ﹤0.01% | 166 |
|
|
2019
Q3 | $388K | Sell |
7,650
-8,610
| -53% | -$405K | ﹤0.01% | 173 |
|
|
2019
Q2 | $738K | Buy |
16,260
+5,894
| +57% | +$275K | ﹤0.01% | 151 |
|
|
2019
Q1 | $495K | Sell |
10,366
-5,338
| -34% | -$266K | ﹤0.01% | 164 |
|
|
2018
Q4 | $817K | Sell |
15,704
-3,934
| -20% | -$211K | ﹤0.01% | 148 |
|
|
2018
Q3 | $1.22M | Buy |
19,638
+600
| +3% | +$35.6K | ﹤0.01% | 137 |
|
|
2018
Q2 | $1.05M | Sell |
19,038
-166
| -0.9% | -$8.96K | ﹤0.01% | 141 |
|
|
2018
Q1 | $1.22M | Buy |
19,204
+5,531
| +40% | +$356K | ﹤0.01% | 139 |
|
|
2017
Q4 | $838K | Buy |
13,673
+4,063
| +42% | +$254K | ﹤0.01% | 158 |
|
|
2017
Q3 | $612K | Buy |
9,610
+3,073
| +47% | +$179K | ﹤0.01% | 163 |
|
|
2017
Q2 | $365K | Buy |
6,537
+1,479
| +29% | +$80.5K | ﹤0.01% | 179 |
|
|
2017
Q1 | $275K | Buy |
5,058
+439
| +10% | +$24.1K | ﹤0.01% | 199 |
|
|
2016
Q4 | $270K | Sell |
4,619
-1,006
| -18% | -$55K | ﹤0.01% | 209 |
|
|
2016
Q3 | $303K | Sell |
5,625
-12,297
| -69% | -$790K | ﹤0.01% | 199 |
|
|
2016
Q2 | $1.32M | Buy |
17,922
+14,210
| +383% | +$1M | 0.01% | 139 |
|
|
2016
Q1 | $237K | Buy |
+3,712
| New | +$234K | ﹤0.01% | 207 |
|
|
2014
Q1 | – | Sell |
-24,218
| Closed | -$1.29M | – | 215 |
|
|
2013
Q4 | $1.29M | Buy |
24,218
+2,373
| +11% | +$121K | 0.01% | 146 |
|
|
2013
Q3 | $1.01M | Sell |
21,845
-16,157
| -43% | -$709K | 0.01% | 150 |
|
|
2013
Q2 | $1.7M | Buy |
+38,002
| New | +$1.65M | 0.02% | 118 |
|
Other funds holding BMY
VCM
VPM
Jones Financial Companies's BMY Position: Q1 2026 in Review
Jones Financial Companies increased its Bristol-Myers Squibb (BMY) stake by 115% in Q1 2026, buying an estimated $19.9M and bringing the position to 640,735 shares worth $37.5M. The position accounts for 0.02% of the portfolio, ranked #418.
Jones Financial Companies first reported a position in BMY in Q2 2013 and has held it in 44 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Jones Financial Companies held 640,735 shares of Bristol-Myers Squibb worth $37.5M as of Q1 2026.
- Jones Financial Companies bought 342,177 Bristol-Myers Squibb shares in Q1 2026, an estimated $19.9M.
- Bristol-Myers Squibb made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #418 holding.
- Jones Financial Companies first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 44 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.