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 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 $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

Kennedy Capital Management's BMY Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 35,799 shares worth $2.17M. The stake represents 0.05% of the portfolio and ranks #412 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in BMY as recently as Q1 2025.

Kennedy Capital Management first reported a position in BMY in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.92M in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Kennedy Capital Management held 35,799 shares of Bristol-Myers Squibb worth $2.17M as of Q1 2026.
Bristol-Myers Squibb was a new Kennedy Capital Management position in Q1 2026.
Bristol-Myers Squibb made up 0.05% of Kennedy Capital Management's portfolio in Q1 2026, its #412 holding.
Kennedy Capital Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 7 quarters since.
Kennedy Capital Management's Bristol-Myers Squibb position peaked at $5.92M in Q4 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.