Leuthold Group’s Bristol-Myers Squibb BMY Stock Holding History

Leuthold Group’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	$6.26M	Buy	103,233 +2,208	+2%	+$129K	0.67%	53
2025 Q4	$5.45M	Buy	+101,025	New	+$4.86M	0.59%	62
2023 Q3	–	Sell	-5,162	Closed	-$330K	–	187
2023 Q2	$330K	Hold	5,162	–	–	0.04%	170
2023 Q1	$358K	Sell	5,162 -295	-5%	-$20.8K	0.05%	161
2022 Q4	$393K	Sell	5,457 -80	-1%	-$6.03K	0.05%	157
2022 Q3	$394K	Hold	5,537	–	–	0.06%	146
2022 Q2	$426K	Buy	+5,537	New	+$422K	0.06%	145
2020 Q4	–	Sell	-7,104	Closed	-$428K	–	176
2020 Q3	$428K	Sell	7,104 -198	-3%	-$11.9K	0.06%	131
2020 Q2	$429K	Sell	7,302 -286	-4%	-$17.1K	0.06%	117
2020 Q1	$423K	Sell	7,588 -704	-8%	-$43K	0.08%	121
2019 Q4	$532K	Buy	+8,292	New	+$475K	0.07%	118

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

Leuthold Group's BMY Position: Q1 2026 in Review

Leuthold Group increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q1 2026, buying an estimated $129K and bringing the position to 103,233 shares worth $6.26M. The position accounts for 0.67% of the portfolio, ranked #53.

Leuthold Group first reported a position in BMY in Q4 2019 and has held it in 11 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Leuthold Group held 103,233 shares of Bristol-Myers Squibb worth $6.26M as of Q1 2026.
Leuthold Group bought 2,208 Bristol-Myers Squibb shares in Q1 2026, an estimated $129K.
Bristol-Myers Squibb made up 0.67% of Leuthold Group's portfolio in Q1 2026, its #53 holding.
Leuthold Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 11 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.