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KG&L Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

KG&L 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
2019
Q1 		– Sell
-5,000
Closed -$14K – 89
2018
Q4 		$14K Buy
+5,000
New +$269K 0.02% 108

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

KG&L Capital Management's BMY Position: Q1 2026 in Review

KG&L Capital Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 13,011 shares — an estimated $703K sold.

KG&L Capital Management first reported a position in BMY in Q4 2018 and held it in 29 quarters. The position peaked at $3.33M in Q3 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • KG&L Capital Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 13,011 Bristol-Myers Squibb shares in Q1 2026, an estimated $703K.
  • KG&L Capital Management first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 29 quarters.
  • KG&L Capital Management's Bristol-Myers Squibb position peaked at $3.33M in Q3 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.