Kovitz Investment Group Partners
BMY icon

Kovitz Investment Group Partners’s Bristol-Myers Squibb BMY Stock Holding History

Kovitz Investment Group Partners’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 		$33M Sell
543,470
-31,687
-6% -$1.85M 0.76% 30
2025
Q4 		$31M Sell
575,157
-220,625
-28% -$10.6M 0.69% 32
2025
Q3 		$35.9M Buy
795,782
+18,128
+2% +$847K 0.14% 142
2025
Q2 		$36M Buy
777,654
+524,013
+207% +$25.7M 0.15% 125
2025
Q1 		$15.5M Buy
253,641
+458
+0.2% +$26.7K 0.08% 204
2024
Q4 		$14.3M Sell
253,183
-31,278
-11% -$1.75M 0.07% 210
2024
Q3 		$13.5M Buy
284,461
+48,436
+21% +$2.27M 0.1% 182
2024
Q2 		$9.8M Buy
236,025
+106,337
+82% +$4.76M 0.08% 180
2024
Q1 		$7.03M Buy
129,688
+10,163
+9% +$518K 0.09% 165
2023
Q4 		$6.13M Sell
119,525
-27,401
-19% -$1.44M 0.1% 121
2023
Q3 		$8.53M Buy
146,926
+4,209
+3% +$258K 0.15% 81
2023
Q2 		$9.13M Sell
142,717
-19,346
-12% -$1.3M 0.13% 77
2023
Q1 		$11.2M Sell
162,063
-9,311
-5% -$657K 0.2% 63
2022
Q4 		$12.3M Sell
171,374
-3,823
-2% -$288K 0.24% 58
2022
Q3 		$12.5M Sell
175,197
-3,562
-2% -$258K 0.29% 48
2022
Q2 		$13.8M Sell
178,759
-30,795
-15% -$2.35M 0.31% 51
2022
Q1 		$15.3M Buy
209,554
+22,636
+12% +$1.52M 0.29% 51
2021
Q4 		$11.6M Sell
186,918
-37,026
-17% -$2.17M 0.27% 55
2021
Q3 		$13.3M Sell
223,944
-973
-0.4% -$64.1K 0.26% 51
2021
Q2 		$15M Buy
224,917
+37,212
+20% +$2.43M 0.3% 50
2021
Q1 		$11.8M Buy
187,705
+1,012
+0.5% +$63K 0.28% 58
2020
Q4 		$11.6M Sell
186,693
-23,147
-11% -$1.42M 0.28% 55
2020
Q3 		$12.7M Buy
209,840
+3,642
+2% +$219K 0.35% 48
2020
Q2 		$12.1M Sell
206,198
-14,647
-7% -$876K 0.37% 48
2020
Q1 		$12.3M Buy
220,845
+1,635
+0.7% +$99.9K 0.44% 47
2019
Q4 		$14.1M Sell
219,210
-1,249
-0.6% -$71.5K 0.41% 44
2019
Q3 		$11.2M Buy
220,459
+23,933
+12% +$1.12M 0.36% 48
2019
Q2 		$8.91M Buy
196,526
+106,934
+119% +$4.98M 0.28% 58
2019
Q1 		$4.27M Buy
89,592
+72,745
+432% +$3.62M 0.14% 118
2018
Q4 		$876K Buy
+16,847
New +$905K 0.03% 205

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

Kovitz Investment Group Partners's BMY Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Bristol-Myers Squibb (BMY) stake by 5.5% in Q1 2026, selling an estimated $1.85M and leaving 543,470 shares worth $33M. The position accounts for 0.76% of the portfolio, ranked #30.

Kovitz Investment Group Partners first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $36M in Q2 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Kovitz Investment Group Partners held 543,470 shares of Bristol-Myers Squibb worth $33M as of Q1 2026.
  • Kovitz Investment Group Partners sold 31,687 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.85M.
  • Bristol-Myers Squibb made up 0.76% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #30 holding.
  • Kovitz Investment Group Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Bristol-Myers Squibb position peaked at $36M in Q2 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.