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
2022 Q2	–	Sell	-2,074	Closed	-$525K	–	405
2022 Q1	$525K	Buy	2,074 +267	+15%	+$17.9K	0.01%	335
2021 Q4	$687K	Buy	1,807 +1,309	+263%	+$76.8K	0.02%	316
2021 Q3	$488K	Buy	498 +5	+1%	+$329	0.01%	355
2021 Q2	$789K	Buy	493 +10	+2%	+$652	0.02%	325
2021 Q1	$661K	Buy	483 +70	+17%	+$4.36K	0.02%	323
2020 Q4	$555K	Buy	413 +9	+2%	+$553	0.01%	332
2020 Q3	$498K	Buy	404 +13	+3%	+$782	0.01%	324
2020 Q2	$472K	Buy	391 +168	+75%	+$10K	0.01%	311
2020 Q1	$300K	Buy	+223	New	+$13.6K	0.01%	329

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

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. 2,520 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.
2,520 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.