Kennedy Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Kennedy Capital Management’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 Q2	$1.96M	Sell	34,049 -1,750	-5%	-$100K	0.03%	452
2026 Q1	$2.17M	Buy	+35,799	New	+$2.09M	0.05%	412
2025 Q2	–	Sell	-96,868	Closed	-$5.91M	–	594
2025 Q1	$5.91M	Sell	96,868 -7,883	-8%	-$459K	0.14%	251
2024 Q4	$5.92M	Buy	104,751 +21,118	+25%	+$1.18M	0.13%	277
2024 Q3	$4.33M	Buy	83,633 +3,821	+5%	+$179K	0.1%	354
2024 Q2	$3.31M	Buy	79,812 +32,097	+67%	+$1.44M	0.07%	424
2024 Q1	$2.59M	Buy	+47,715	New	+$2.43M	0.05%	474
2020 Q1	–	Sell	-3,125	Closed	-$201K	–	669
2019 Q4	$201K	Buy	+3,125	New	+$179K	﹤0.01%	681

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kennedy Capital Management's BMY Position: Q2 2026 in Review

Kennedy Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 4.9% in Q2 2026, selling an estimated $100K and leaving 34,049 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #452.

Kennedy Capital Management first reported a position in BMY in Q4 2019 and has held it in 8 quarters since. The position peaked at $5.92M in Q4 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kennedy Capital Management held 34,049 shares of Bristol-Myers Squibb worth $1.96M as of Q2 2026.
Kennedy Capital Management sold 1,750 Bristol-Myers Squibb shares in Q2 2026, an estimated $100K.
Bristol-Myers Squibb made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #452 holding.
Kennedy Capital Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 8 quarters since.
Kennedy Capital Management's Bristol-Myers Squibb position peaked at $5.92M in Q4 2024.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.