KFC
BMY icon

Klingenstein Fields & Co’s Bristol-Myers Squibb BMY Stock Holding History

Klingenstein Fields & Co’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
Q4 		– Sell
-300
Closed -$1K – 189
2019
Q3 		$1K Buy
+300
New +$14.1K ﹤0.01% 190

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

Klingenstein Fields & Co's BMY Position: Q1 2026 in Review

Klingenstein Fields & Co opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 3,366 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: Klingenstein Fields & Co previously reported a position in BMY as recently as Q1 2025.

Klingenstein Fields & Co first reported a position in BMY in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.85M in Q1 2019. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Klingenstein Fields & Co held 3,366 shares of Bristol-Myers Squibb worth $204K as of Q1 2026.
  • Bristol-Myers Squibb was a new Klingenstein Fields & Co position in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of Klingenstein Fields & Co's portfolio in Q1 2026, its #183 holding.
  • Klingenstein Fields & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 49 quarters since.
  • Klingenstein Fields & Co's Bristol-Myers Squibb position peaked at $4.85M in Q1 2019.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.