Live Oak Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Live Oak Investment Partners’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	$573K	Sell	9,449 -10,498	-53%	-$612K	0.34%	66
2025 Q4	$1.08M	Sell	19,947 -2,121	-10%	-$102K	0.66%	42
2025 Q3	$995K	Buy	22,068 +2,437	+12%	+$114K	0.66%	38
2025 Q2	$909K	Sell	19,631 -417	-2%	-$20.5K	0.7%	37
2025 Q1	$1.22M	Buy	+20,048	New	+$1.17M	0.96%	28
2024 Q4	–	Hold	0	–	–	–	30
2024 Q3	–	Hold	0	–	–	–	191
2024 Q2	–	Hold	0	–	–	–	189
2023 Q4	–	Hold	0	–	–	–	174
2023 Q3	–	Hold	0	–	–	–	171
2023 Q2	–	Hold	0	–	–	–	176
2023 Q1	–	Hold	0	–	–	–	137
2022 Q4	–	Hold	0	–	–	–	136

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

Live Oak Investment Partners's BMY Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Bristol-Myers Squibb (BMY) stake by 53% in Q1 2026, selling an estimated $612K and leaving 9,449 shares worth $573K. The position accounts for 0.34% of the portfolio, ranked #66.

Live Oak Investment Partners first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Live Oak Investment Partners held 9,449 shares of Bristol-Myers Squibb worth $573K as of Q1 2026.
Live Oak Investment Partners sold 10,498 Bristol-Myers Squibb shares in Q1 2026, an estimated $612K.
Bristol-Myers Squibb made up 0.34% of Live Oak Investment Partners's portfolio in Q1 2026, its #66 holding.
Live Oak Investment Partners first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's Bristol-Myers Squibb position peaked at $1.22M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.