Klingenstein Fields & Co
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Klingenstein Fields & Co's BMY Position: Q3 2026 in Review

Klingenstein Fields & Co opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 3,253 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Klingenstein Fields & Co previously reported a position in BMY as recently as Q1 2026.

Klingenstein Fields & Co first reported a position in BMY in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.85M in Q1 2019. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Klingenstein Fields & Co held 3,253 shares of Bristol-Myers Squibb worth $203K as of Q3 2026.
  • Bristol-Myers Squibb was a new Klingenstein Fields & Co position in Q3 2026.
  • Bristol-Myers Squibb made up 0.01% of Klingenstein Fields & Co's portfolio in Q3 2026, its #193 holding.
  • Klingenstein Fields & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 50 quarters since.
  • Klingenstein Fields & Co's Bristol-Myers Squibb position peaked at $4.85M in Q1 2019.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Klingenstein Fields & Co's 13F filing for Q3 2026, filed 10 Nov 2026.