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Lathrop Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Lathrop Investment 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 		$279K Sell
4,601
-115
-2% -$6.7K 0.05% 76
2025
Q4 		$254K Buy
+4,716
New +$227K 0.05% 79
2025
Q2 		– Sell
-4,332
Closed -$264K – 85
2025
Q1 		$264K Sell
4,332
-98
-2% -$5.71K 0.05% 76
2024
Q4 		$251K Sell
4,430
-100
-2% -$5.59K 0.05% 78
2024
Q3 		$234K Buy
+4,530
New +$213K 0.04% 81
2024
Q2 		– Sell
-4,697
Closed -$255K – 83
2024
Q1 		$255K Hold
4,697
– – 0.05% 78
2023
Q4 		$241K Sell
4,697
-35
-0.7% -$1.84K 0.05% 75
2023
Q3 		$275K Sell
4,732
-40
-0.8% -$2.45K 0.06% 69
2023
Q2 		$305K Hold
4,772
– – 0.06% 69
2023
Q1 		$331K Sell
4,772
-100
-2% -$7.05K 0.07% 65
2022
Q4 		$351K Sell
4,872
-218
-4% -$16.4K 0.08% 60
2022
Q3 		$362K Sell
5,090
-9
-0.2% -$653 0.1% 52
2022
Q2 		$393K Buy
5,099
+230
+5% +$17.5K 0.1% 54
2022
Q1 		$356K Buy
4,869
+1,041
+27% +$69.9K 0.08% 57
2021
Q4 		$239K Buy
3,828
+66
+2% +$3.87K 0.05% 68
2021
Q3 		$223K Sell
3,762
-1,100
-23% -$72.4K 0.05% 65
2021
Q2 		$325K Sell
4,862
-30
-0.6% -$1.96K 0.07% 57
2021
Q1 		$309K Sell
4,892
-600
-11% -$37.3K 0.07% 57
2020
Q4 		$341K Buy
5,492
+309
+6% +$19K 0.08% 57
2020
Q3 		$312K Sell
5,183
-68
-1% -$4.09K 0.09% 58
2020
Q2 		$309K Buy
5,251
+376
+8% +$22.5K 0.09% 57
2020
Q1 		$272K Buy
+4,875
New +$298K 0.1% 59

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

Lathrop Investment Management's BMY Position: Q1 2026 in Review

Lathrop Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 2.4% in Q1 2026, selling an estimated $6.7K and leaving 4,601 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #76.

Lathrop Investment Management first reported a position in BMY in Q1 2020 and has held it in 22 quarters since. The position peaked at $393K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Lathrop Investment Management held 4,601 shares of Bristol-Myers Squibb worth $279K as of Q1 2026.
  • Lathrop Investment Management sold 115 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.7K.
  • Bristol-Myers Squibb made up 0.05% of Lathrop Investment Management's portfolio in Q1 2026, its #76 holding.
  • Lathrop Investment Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 22 quarters since.
  • Lathrop Investment Management's Bristol-Myers Squibb position peaked at $393K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.