LCM Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

LCM Capital 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	$539K	Buy	8,885 +40	+0.5%	+$2.33K	0.27%	49
2025 Q4	$477K	Sell	8,845 -973	-10%	-$46.8K	0.23%	53
2025 Q3	$443K	Sell	9,818 -60	-0.6%	-$2.8K	0.21%	56
2025 Q2	$457K	Buy	9,878 +23	+0.2%	+$1.13K	0.24%	58
2025 Q1	$601K	Sell	9,855 -66	-0.7%	-$3.85K	0.35%	43
2024 Q4	$561K	Buy	9,921 +35	+0.4%	+$1.96K	0.32%	47
2024 Q3	$512K	Buy	9,886 +44	+0.4%	+$2.06K	0.29%	47
2024 Q2	$409K	Buy	9,842 +12	+0.1%	+$537	0.25%	53
2024 Q1	$533K	Sell	9,830 -113	-1%	-$5.76K	0.34%	45
2023 Q4	$510K	Sell	9,943 -198	-2%	-$10.4K	0.37%	44
2023 Q3	$589K	Buy	10,141 +97	+1%	+$5.94K	0.48%	39
2023 Q2	$642K	Buy	10,044 +9	+0.1%	+$604	0.52%	36
2023 Q1	$696K	Buy	10,035 +239	+2%	+$16.9K	0.61%	34
2022 Q4	$705K	Buy	9,796 +16	+0.2%	+$1.21K	0.69%	27
2022 Q3	$695K	Sell	9,780 -19	-0.2%	-$1.38K	0.73%	25
2022 Q2	$755K	Sell	9,799 -254	-3%	-$19.3K	0.74%	27
2022 Q1	$734K	Buy	10,053 +57	+0.6%	+$3.83K	0.59%	33
2021 Q4	$623K	Buy	9,996 +145	+1%	+$8.51K	0.48%	38
2021 Q3	$583K	Sell	9,851 -163	-2%	-$10.7K	0.49%	40
2021 Q2	$669K	Sell	10,014 -310	-3%	-$20.2K	0.56%	35
2021 Q1	$652K	Sell	10,324 -550	-5%	-$34.2K	0.58%	34
2020 Q4	$677K	Buy	+10,874	New	+$669K	0.64%	29

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

LCM Capital Management's BMY Position: Q1 2026 in Review

LCM Capital Management increased its Bristol-Myers Squibb (BMY) stake by 0.45% in Q1 2026, buying an estimated $2.33K and bringing the position to 8,885 shares worth $539K. The position accounts for 0.27% of the portfolio, ranked #49.

LCM Capital Management first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $755K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

LCM Capital Management held 8,885 shares of Bristol-Myers Squibb worth $539K as of Q1 2026.
LCM Capital Management bought 40 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.33K.
Bristol-Myers Squibb made up 0.27% of LCM Capital Management's portfolio in Q1 2026, its #49 holding.
LCM Capital Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
LCM Capital Management's Bristol-Myers Squibb position peaked at $755K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.