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Longfellow Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Longfellow Investment Management’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 		$6.08M Sell
100,282
-48,701
-33% -$2.84M 1.27% 16
2025
Q4 		$8.04M Hold
148,983
– – 1.81% 10
2025
Q3 		$6.72M Hold
148,983
– – 1.59% 11
2025
Q2 		$6.9M Buy
148,983
+128,038
+611% +$6.29M 1.71% 11
2025
Q1 		$1.28M Sell
20,945
-127,573
-86% -$7.44M 0.31% 46
2024
Q4 		$8.4M Sell
148,518
-2,378
-2% -$133K 2.16% 9
2024
Q3 		$7.81M Buy
150,896
+239
+0.2% +$11.2K 1.95% 14
2024
Q2 		$6.26M Buy
150,657
+119,681
+386% +$5.36M 1.57% 15
2024
Q1 		$1.68M Buy
30,976
+6,107
+25% +$311K 0.38% 30
2023
Q4 		$1.28M Hold
24,869
– – 0.31% 38
2023
Q3 		$1.44M Buy
24,869
+2,634
+12% +$161K 0.38% 37
2023
Q2 		$1.42M Buy
22,235
+904
+4% +$60.6K 0.33% 41
2023
Q1 		$1.48M Buy
21,331
+10,717
+101% +$756K 0.34% 38
2022
Q4 		$764K Hold
10,614
– – 0.17% 92
2022
Q3 		$755K Hold
10,614
– – 0.15% 121
2022
Q2 		$818K Sell
10,614
-15,429
-59% -$1.18M 0.18% 110
2022
Q1 		$1.9M Hold
26,043
– – 0.31% 87
2021
Q4 		$1.62M Buy
26,043
+2,170
+9% +$127K 0.26% 97
2021
Q3 		$1.41M Hold
23,873
– – 0.23% 101
2021
Q2 		$1.6M Sell
23,873
-9,739
-29% -$635K 0.23% 97
2021
Q1 		$2.12M Buy
33,612
+2,438
+8% +$152K 0.26% 96
2020
Q4 		$1.93M Buy
+31,174
New +$1.92M 0.23% 114

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

Longfellow Investment Management's BMY Position: Q1 2026 in Review

Longfellow Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 33% in Q1 2026, selling an estimated $2.84M and leaving 100,282 shares worth $6.08M. The position accounts for 1.27% of the portfolio, ranked #16.

Longfellow Investment Management first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.4M in Q4 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Longfellow Investment Management held 100,282 shares of Bristol-Myers Squibb worth $6.08M as of Q1 2026.
  • Longfellow Investment Management sold 48,701 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.84M.
  • Bristol-Myers Squibb made up 1.27% of Longfellow Investment Management's portfolio in Q1 2026, its #16 holding.
  • Longfellow Investment Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Bristol-Myers Squibb position peaked at $8.4M in Q4 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.