L2 Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

L2 Asset Management’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	$1.52M	Buy	25,140 +14,376	+134%	+$838K	0.15%	130
2025 Q4	$581K	Buy	10,764 +2,194	+26%	+$106K	0.08%	200
2025 Q3	$387K	Sell	8,570 -446	-5%	-$20.8K	0.06%	244
2025 Q2	$417K	Sell	9,016 -11,384	-56%	-$559K	0.07%	230
2025 Q1	$1.24M	Buy	20,400 +1,957	+11%	+$114K	0.25%	85
2024 Q4	$1.04M	Buy	18,443 +3,304	+22%	+$185K	0.23%	89
2024 Q3	$783K	Buy	15,139 +426	+3%	+$20K	0.21%	82
2024 Q2	$611K	Buy	14,713 +8,428	+134%	+$377K	0.18%	96
2024 Q1	$341K	Buy	+6,285	New	+$320K	0.11%	142
2023 Q4	–	Sell	-977	Closed	-$969K	–	185
2023 Q3	$969K	Sell	977 -21,190	-96%	-$1.3M	0.46%	62
2023 Q2	$1.34M	Sell	22,167 -38,838	-64%	-$2.6M	0.66%	51
2023 Q1	$4.23M	Buy	61,005 +11,656	+24%	+$822K	2.33%	8
2022 Q4	$3.55M	Buy	49,349 +618	+1%	+$46.6K	2.21%	11
2022 Q3	$3.46M	Buy	48,731 +8,582	+21%	+$623K	2.38%	8
2022 Q2	$3.09M	Buy	40,149 +27,977	+230%	+$2.13M	2.24%	7
2022 Q1	$889K	Buy	12,172 +6,916	+132%	+$464K	0.51%	61
2021 Q4	$328K	Buy	+5,256	New	+$308K	0.23%	90
2021 Q3	–	Sell	-3,644	Closed	-$243K	–	62
2021 Q2	$243K	Sell	3,644 -342	-9%	-$22.3K	0.23%	83
2021 Q1	$252K	Sell	3,986 -5,395	-58%	-$336K	0.26%	76
2020 Q4	$582K	Sell	9,381 -2,386	-20%	-$147K	0.4%	62
2020 Q3	$709K	Buy	+11,767	New	+$708K	0.57%	49

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

L2 Asset Management's BMY Position: Q1 2026 in Review

L2 Asset Management increased its Bristol-Myers Squibb (BMY) stake by 134% in Q1 2026, buying an estimated $838K and bringing the position to 25,140 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #130.

L2 Asset Management first reported a position in BMY in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.23M in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

L2 Asset Management held 25,140 shares of Bristol-Myers Squibb worth $1.52M as of Q1 2026.
L2 Asset Management bought 14,376 Bristol-Myers Squibb shares in Q1 2026, an estimated $838K.
Bristol-Myers Squibb made up 0.15% of L2 Asset Management's portfolio in Q1 2026, its #130 holding.
L2 Asset Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 21 quarters since.
L2 Asset Management's Bristol-Myers Squibb position peaked at $4.23M in Q1 2023.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.