Klingman & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Klingman & Associates’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	$250K	Buy	4,114 +310	+8%	+$18.1K	0.01%	288
2025 Q4	$205K	Buy	+3,804	New	+$183K	0.01%	317
2025 Q2	–	Sell	-3,323	Closed	-$203K	–	316
2025 Q1	$203K	Buy	+3,323	New	+$194K	0.01%	258
2016 Q4	–	Sell	-1,933	Closed	-$104K	–	124
2016 Q3	$104K	Hold	1,933	–	–	0.03%	137
2016 Q2	$142K	Hold	1,933	–	–	0.05%	112
2016 Q1	$123K	Hold	1,933	–	–	0.04%	118
2015 Q4	$133K	Hold	1,933	–	–	0.05%	138
2015 Q3	$114K	Sell	1,933 -328	-15%	-$20.8K	0.04%	145
2015 Q2	$150K	Hold	2,261	–	–	0.06%	98
2015 Q1	$146K	Hold	2,261	–	–	0.06%	99
2014 Q4	$133K	Buy	+2,261	New	+$128K	0.06%	105

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

Klingman & Associates's BMY Position: Q1 2026 in Review

Klingman & Associates increased its Bristol-Myers Squibb (BMY) stake by 8.1% in Q1 2026, buying an estimated $18.1K and bringing the position to 4,114 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #288.

Klingman & Associates first reported a position in BMY in Q4 2014 and has held it in 11 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Klingman & Associates held 4,114 shares of Bristol-Myers Squibb worth $250K as of Q1 2026.
Klingman & Associates bought 310 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.1K.
Bristol-Myers Squibb made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #288 holding.
Klingman & Associates first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 11 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.