Kurt F. Somerville’s Bristol-Myers Squibb BMY Stock Holding History

Kurt F. Somerville’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	$235K	Hold	3,875	–	–	0.06%	86
2025 Q4	$209K	Buy	+3,875	New	+$186K	0.04%	102
2025 Q2	–	Sell	-4,705	Closed	-$287K	–	112
2025 Q1	$287K	Sell	4,705 -1,132	-19%	-$66K	0.05%	96
2024 Q4	$330K	Sell	5,837 -200	-3%	-$11.2K	0.06%	84
2024 Q3	$312K	Buy	6,037 +30	+0.5%	+$1.41K	0.05%	88
2024 Q2	$249K	Hold	6,007	–	–	0.04%	93
2024 Q1	$326K	Sell	6,007 -1,275	-18%	-$65K	0.06%	88
2023 Q4	$374K	Sell	7,282 -1,200	-14%	-$63K	0.07%	76
2023 Q3	$492K	Sell	8,482 -900	-10%	-$55.1K	0.1%	74
2023 Q2	$600K	Sell	9,382 -500	-5%	-$33.5K	0.11%	68
2023 Q1	$685K	Sell	9,882 -250	-2%	-$17.6K	0.12%	68
2022 Q4	$729K	Hold	10,132	–	–	0.14%	66
2022 Q3	$721K	Hold	10,132	–	–	0.14%	63
2022 Q2	$780K	Sell	10,132 -250	-2%	-$19K	0.15%	60
2022 Q1	$759K	Sell	10,382 -225	-2%	-$15.1K	0.12%	65
2021 Q4	$661K	Sell	10,607 -500	-5%	-$29.3K	0.09%	74
2021 Q3	$657K	Sell	11,107 -875	-7%	-$57.6K	0.1%	68
2021 Q2	$800K	Hold	11,982	–	–	0.12%	62
2021 Q1	$756K	Hold	11,982	–	–	0.12%	64
2020 Q4	$743K	Sell	11,982 -1,080	-8%	-$66.4K	0.12%	62
2020 Q3	$787K	Sell	13,062 -870	-6%	-$52.4K	0.14%	61
2020 Q2	$820K	Sell	13,932 -1,120	-7%	-$67K	0.15%	64
2020 Q1	$839K	Buy	15,052 +4,607	+44%	+$282K	0.19%	58
2019 Q4	$670K	Buy	10,445 +1,995	+24%	+$114K	0.13%	61
2019 Q3	$428K	Hold	8,450	–	–	0.08%	72
2019 Q2	$384K	Sell	8,450 -725	-8%	-$33.8K	0.08%	76
2019 Q1	$438K	Sell	9,175 -575	-6%	-$28.6K	0.09%	74
2018 Q4	$507K	Sell	9,750 -450	-4%	-$24.2K	0.12%	65
2018 Q3	$633K	Sell	10,200 -550	-5%	-$32.6K	0.13%	68
2018 Q2	$595K	Sell	10,750 -1,225	-10%	-$66.2K	0.13%	67
2018 Q1	$757K	Sell	11,975 -325	-3%	-$20.9K	0.17%	63
2017 Q4	$754K	Sell	12,300 -8,550	-41%	-$535K	0.16%	62
2017 Q3	$1.33M	Sell	20,850 -50	-0.2%	-$2.92K	0.27%	47
2017 Q2	$1.16M	Sell	20,900 -100	-0.5%	-$5.44K	0.24%	53
2017 Q1	$1.14M	Sell	21,000 -1,000	-5%	-$54.8K	0.24%	55
2016 Q4	$1.29M	Sell	22,000 -900	-4%	-$49.2K	0.29%	53
2016 Q3	$1.24M	Buy	22,900 +1,300	+6%	+$83.5K	0.27%	54
2016 Q2	$1.59M	Sell	21,600 -150	-0.7%	-$10.6K	0.36%	53
2016 Q1	$1.39M	Sell	21,750 -500	-2%	-$31.5K	0.32%	53
2015 Q4	$1.53M	Hold	22,250	–	–	0.35%	53
2015 Q3	$1.32M	Buy	22,250 +250	+1%	+$15.9K	0.34%	52
2015 Q2	$1.46M	Sell	22,000 -900	-4%	-$59.3K	0.34%	53
2015 Q1	$1.48M	Buy	22,900 +8,000	+54%	+$501K	0.34%	54
2014 Q4	$880K	Buy	14,900 +5,700	+62%	+$321K	0.22%	69
2014 Q3	$471K	Hold	9,200	–	–	0.19%	73
2014 Q2	$447K	Hold	9,200	–	–	0.17%	78
2014 Q1	$479K	Hold	9,200	–	–	0.19%	75
2013 Q4	$490K	Hold	9,200	–	–	0.19%	76
2013 Q3	$425K	Hold	9,200	–	–	0.17%	77
2013 Q2	$411K	Buy	+9,200	New	+$399K	0.17%	80

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

Kurt F. Somerville's BMY Position: Q1 2026 in Review

Kurt F. Somerville held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 3,875 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #86.

Kurt F. Somerville first reported a position in BMY in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.59M in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Kurt F. Somerville held 3,875 shares of Bristol-Myers Squibb worth $235K as of Q1 2026.
Kurt F. Somerville left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.06% of Kurt F. Somerville's portfolio in Q1 2026, its #86 holding.
Kurt F. Somerville first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 50 quarters since.
Kurt F. Somerville's Bristol-Myers Squibb position peaked at $1.59M in Q2 2016.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.