LB
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Legacy Bridge’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Bridge’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 		– Sell
-295
Closed -$15.9K – 346
2025
Q4 		$15.9K Buy
+295
New +$14.2K 0.01% 263
2023
Q4 		– Sell
-20,058
Closed -$1.16M – 293
2023
Q3 		$1.16M Sell
20,058
-2,500
-11% -$153K 0.83% 43
2023
Q2 		$1.44M Hold
22,558
– – 0.96% 35
2023
Q1 		$1.56M Hold
22,558
– – 1.09% 22
2022
Q4 		$1.62M Buy
22,558
+295
+1% +$22.2K 1.15% 18
2022
Q3 		$1.58M Hold
22,263
– – 1.26% 10
2022
Q2 		$1.71M Hold
22,263
– – 1.26% 11
2022
Q1 		$1.63M Hold
22,263
– – 0.95% 23
2021
Q4 		$1.39M Hold
22,263
– – 0.72% 47
2021
Q3 		$1.32M Sell
22,263
-1,225
-5% -$80.7K 0.76% 45
2021
Q2 		$1.57M Sell
23,488
-1,050
-4% -$68.5K 0.89% 31
2021
Q1 		$1.55M Buy
24,538
+2,207
+10% +$137K 1% 24
2020
Q4 		$1.39M Buy
22,331
+1,600
+8% +$98.4K 1% 25
2020
Q3 		$1.25M Buy
20,731
+17,918
+637% +$1.08M 1.14% 19
2020
Q2 		$165K Buy
2,813
+113
+4% +$6.76K 0.18% 126
2020
Q1 		$150K Sell
2,700
-38
-1% -$2.32K 0.19% 124
2019
Q4 		$176K Buy
2,738
+2,438
+813% +$140K 0.15% 147
2019
Q3 		$15K Hold
300
– – 0.01% 233
2019
Q2 		$14K Hold
300
– – 0.01% 242
2019
Q1 		$14K Hold
300
– – 0.01% 242
2018
Q4 		$16K Buy
+300
New +$16.1K 0.02% 193

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

Legacy Bridge's BMY Position: Q1 2026 in Review

Legacy Bridge sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 295 shares — an estimated $15.9K sold.

Legacy Bridge first reported a position in BMY in Q4 2018 and held it in 21 quarters. The position peaked at $1.71M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Legacy Bridge reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 295 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.9K.
  • Legacy Bridge first reported a position in Bristol-Myers Squibb in Q4 2018 and held it in 21 quarters.
  • Legacy Bridge's Bristol-Myers Squibb position peaked at $1.71M in Q2 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.