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

Kerusso 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 		$3.82M Sell
63,042
-4,485
-7% -$261K 1.91% 24
2025
Q4 		$3.64M Buy
67,527
+12,988
+24% +$625K 1.68% 34
2025
Q3 		$2.46M Buy
54,539
+36,742
+206% +$1.72M 1.51% 37
2025
Q2 		$824K Sell
17,797
-30,656
-63% -$1.5M 0.51% 57
2025
Q1 		$2.96M Buy
48,453
+1,238
+3% +$72.2K 1.88% 28
2024
Q4 		$2.67M Buy
47,215
+104
+0.2% +$5.81K 1.71% 29
2024
Q3 		$2.44M Buy
47,111
+2,863
+6% +$134K 1.55% 33
2024
Q2 		$1.84M Buy
+44,248
New +$1.98M 1.33% 43

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

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

Kerusso Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 6.6% in Q1 2026, selling an estimated $261K and leaving 63,042 shares worth $3.82M. The position accounts for 1.91% of the portfolio, ranked #24.

Kerusso Capital Management first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Kerusso Capital Management held 63,042 shares of Bristol-Myers Squibb worth $3.82M as of Q1 2026.
  • Kerusso Capital Management sold 4,485 Bristol-Myers Squibb shares in Q1 2026, an estimated $261K.
  • Bristol-Myers Squibb made up 1.91% of Kerusso Capital Management's portfolio in Q1 2026, its #24 holding.
  • Kerusso Capital Management first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kerusso Capital Management's 13F filing for Q1 2026, filed 14 May 2026.