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LGT Group Foundation’s Bristol-Myers Squibb BMY Stock Holding History

LGT Group Foundation’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 		$1.2M Hold
19,824
– – 0.01% 189
2025
Q4 		$1.07M Sell
19,824
-2,219
-10% -$107K 0.01% 199
2025
Q3 		$1.05M Sell
22,043
-5,988
-21% -$280K 0.01% 205
2025
Q2 		$1.3M Sell
28,031
-2,561
-8% -$126K 0.02% 184
2025
Q1 		$1.87M Buy
30,592
+718
+2% +$41.9K 0.03% 175
2024
Q4 		$1.69M Sell
29,874
-18,855
-39% -$1.05M 0.03% 178
2024
Q3 		$2.62M Sell
48,729
-6,279
-11% -$295K 0.04% 168
2024
Q2 		$2.28M Sell
55,008
-60,907
-53% -$2.73M 0.04% 172
2024
Q1 		$6.29M Sell
115,915
-166,912
-59% -$8.5M 0.15% 111
2023
Q4 		$14.5M Sell
282,827
-37,018
-12% -$1.94M 0.32% 77
2023
Q3 		$18.5M Sell
319,845
-178,687
-36% -$10.9M 0.46% 54
2023
Q2 		$31.9M Buy
498,532
+5,114
+1% +$343K 0.77% 27
2023
Q1 		$34.2M Sell
493,418
-82,954
-14% -$5.85M 0.98% 21
2022
Q4 		$41.5M Buy
576,372
+30,795
+6% +$2.32M 1.3% 13
2022
Q3 		$38.8M Sell
545,577
-17,965
-3% -$1.3M 1.51% 13
2022
Q2 		$43.4M Buy
563,542
+36,815
+7% +$2.8M 1.32% 16
2022
Q1 		$38.9M Buy
526,727
+345,432
+191% +$23.2M 0.91% 24
2021
Q4 		$11.3M Buy
+181,295
New +$10.6M 0.29% 80

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

LGT Group Foundation's BMY Position: Q1 2026 in Review

LGT Group Foundation held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 19,824 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #189.

LGT Group Foundation first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.4M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • LGT Group Foundation held 19,824 shares of Bristol-Myers Squibb worth $1.2M as of Q1 2026.
  • LGT Group Foundation left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of LGT Group Foundation's portfolio in Q1 2026, its #189 holding.
  • LGT Group Foundation first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Bristol-Myers Squibb position peaked at $43.4M in Q2 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.