Lavaca Capital’s Bristol-Myers Squibb BMY Stock Holding History

Lavaca Capital’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	$18.7K	Buy	308 +38	+14%	+$2.21K	﹤0.01%	221
2025 Q4	$14.6K	Sell	270 -4,275	-94%	-$206K	﹤0.01%	237
2025 Q3	$205K	Hold	4,545	–	–	0.04%	97
2025 Q2	$210K	Hold	4,545	–	–	0.08%	99
2025 Q1	$277K	Hold	4,545	–	–	0.11%	89
2024 Q4	$257K	Hold	4,545	–	–	0.1%	102
2024 Q3	$235K	Buy	+4,545	New	+$213K	0.1%	102
2024 Q2	–	Sell	-4,395	Closed	-$238K	–	89
2024 Q1	$238K	Buy	4,395 +295	+7%	+$15K	0.14%	70
2023 Q4	$210K	Sell	4,100 -120	-3%	-$6.3K	0.12%	89
2023 Q3	$245K	Sell	4,220 -181	-4%	-$11.1K	0.08%	131
2023 Q2	$281K	Sell	4,401 -752	-15%	-$50.4K	0.08%	135
2023 Q1	$361K	Sell	5,153 -300	-6%	-$21.2K	0.08%	147
2022 Q4	$398K	Sell	5,453 -127	-2%	-$9.58K	0.12%	135
2022 Q3	$400K	Buy	5,580 +300	+6%	+$21.8K	0.14%	109
2022 Q2	$405K	Sell	5,280 -105	-2%	-$8K	0.06%	137
2022 Q1	$393K	Buy	+5,385	New	+$362K	0.04%	152
2021 Q2	–	Sell	-5,673	Closed	-$358K	–	152
2021 Q1	$358K	Sell	5,673 -2,650	-32%	-$165K	0.03%	103
2020 Q4	$516K	Sell	8,323 -11	-0.1%	-$676	0.07%	68
2020 Q3	$502K	Buy	+8,334	New	+$502K	0.08%	65
2020 Q1	–	Sell	-5,099	Closed	-$327K	–	86
2019 Q4	$327K	Sell	5,099 -476	-9%	-$27.3K	0.25%	60
2019 Q3	$283K	Buy	+5,575	New	+$262K	0.21%	68
2019 Q2	–	Sell	-4,294	Closed	-$205K	–	125
2019 Q1	$205K	Buy	4,294 +1,852	+76%	+$92.3K	0.17%	69
2018 Q4	$127K	Buy	+2,442	New	+$131K	0.13%	83

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

Lavaca Capital's BMY Position: Q1 2026 in Review

Lavaca Capital increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, buying an estimated $2.21K and bringing the position to 308 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Lavaca Capital first reported a position in BMY in Q4 2018 and has held it in 23 quarters since. The position peaked at $516K in Q4 2020. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Lavaca Capital held 308 shares of Bristol-Myers Squibb worth $18.7K as of Q1 2026.
Lavaca Capital bought 38 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.21K.
Bristol-Myers Squibb made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #221 holding.
Lavaca Capital first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 23 quarters since.
Lavaca Capital's Bristol-Myers Squibb position peaked at $516K in Q4 2020.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.