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Koss-Olinger Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-4,743
Closed -$256K – 259
2025
Q4 		$256K Buy
4,743
+341
+8% +$16.4K 0.02% 246
2025
Q3 		$204K Hold
4,402
– – 0.02% 298
2025
Q2 		$204K Sell
4,402
-209
-5% -$10.3K 0.02% 301
2025
Q1 		$281K Buy
+4,611
New +$269K 0.02% 259
2023
Q4 		– Sell
-3,595
Closed -$209K – 317
2023
Q3 		$209K Buy
3,595
+3
+0.1% +$184 0.03% 246
2023
Q2 		$230K Sell
3,592
-704
-16% -$47.2K 0.03% 227
2023
Q1 		$298K Sell
4,296
-644
-13% -$45.4K 0.04% 178
2022
Q4 		$355K Buy
4,940
+1,358
+38% +$102K 0.05% 147
2022
Q3 		$255K Sell
3,582
-189
-5% -$13.7K 0.04% 179
2022
Q2 		$290K Buy
3,771
+5
+0.1% +$381 0.05% 134
2022
Q1 		$275K Buy
3,766
+435
+13% +$29.2K 0.04% 154
2021
Q4 		$208K Sell
3,331
-6,763
-67% -$397K 0.03% 185
2021
Q3 		$597K Sell
10,094
-4,892
-33% -$322K 0.1% 95
2021
Q2 		$1M Buy
14,986
+1,062
+8% +$69.2K 0.15% 83
2021
Q1 		$879K Buy
+13,924
New +$866K 0.15% 86

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

Koss-Olinger Consulting's BMY Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 4,743 shares — an estimated $256K sold.

Koss-Olinger Consulting first reported a position in BMY in Q1 2021 and held it in 15 quarters. The position peaked at $1M in Q2 2021. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,743 Bristol-Myers Squibb shares in Q1 2026, an estimated $256K.
  • Koss-Olinger Consulting first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 15 quarters.
  • Koss-Olinger Consulting's Bristol-Myers Squibb position peaked at $1M in Q2 2021.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.