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Lebenthal Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lebenthal Global Advisors’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
2025
Q4 		– Sell
-13,888
Closed -$626K – 187
2025
Q3 		$626K Sell
13,888
-452
-3% -$21.1K 0.11% 126
2025
Q2 		$664K Buy
14,340
+544
+4% +$26.7K 0.12% 119
2025
Q1 		$841K Buy
13,796
+119
+0.9% +$6.94K 0.16% 85
2024
Q4 		$774K Buy
13,677
+354
+3% +$19.8K 0.14% 102
2024
Q3 		$689K Buy
13,323
+2,178
+20% +$102K 0.14% 100
2024
Q2 		$463K Buy
11,145
+37
+0.3% +$1.66K 0.1% 121
2024
Q1 		$602K Buy
11,108
+218
+2% +$11.1K 0.13% 97
2023
Q4 		$559K Buy
10,890
+1,714
+19% +$90K 0.13% 101
2023
Q3 		$533K Sell
9,176
-732
-7% -$44.9K 0.16% 76
2023
Q2 		$634K Sell
9,908
-625
-6% -$41.9K 0.18% 58
2023
Q1 		$730K Buy
10,533
+156
+2% +$11K 0.22% 42
2022
Q4 		$747K Buy
10,377
+2,096
+25% +$158K 0.25% 36
2022
Q3 		$588K Buy
8,281
+472
+6% +$34.2K 0.27% 44
2022
Q2 		$601K Buy
+7,809
New +$595K 0.29% 55
2022
Q1 		– Sell
-8,136
Closed -$507K – 152
2021
Q4 		$507K Buy
+8,136
New +$477K 0.21% 76
2021
Q3 		– Sell
-15,150
Closed -$1.01M – 135
2021
Q2 		$1.01M Buy
+15,150
New +$988K 0.54% 24
2021
Q1 		– Sell
-5,195
Closed -$322K – 181
2020
Q4 		$322K Buy
+5,195
New +$319K 0.23% 59

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lebenthal Global Advisors's BMY Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 13,888 shares — an estimated $626K sold.

Lebenthal Global Advisors first reported a position in BMY in Q4 2020 and held it in 17 quarters. The position peaked at $1.01M in Q2 2021. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 13,888 Bristol-Myers Squibb shares in Q4 2025, an estimated $626K.
  • Lebenthal Global Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 17 quarters.
  • Lebenthal Global Advisors's Bristol-Myers Squibb position peaked at $1.01M in Q2 2021.
  • 2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.