Lowe Brockenbrough & Co’s Bristol-Myers Squibb BMY Stock Holding History

Lowe Brockenbrough & Co’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	$1.99M	Hold	32,835	–	–	0.1%	130
2025 Q4	$1.77M	Sell	32,835 -385	-1%	-$18.5K	0.09%	134
2025 Q3	$1.5M	Buy	33,220 +122	+0.4%	+$5.7K	0.08%	150
2025 Q2	$1.53M	Sell	33,098 -5,720	-15%	-$281K	0.09%	143
2025 Q1	$2.37M	Buy	38,818 +2,773	+8%	+$162K	0.16%	116
2024 Q4	$2.04M	Sell	36,045 -375	-1%	-$21K	0.13%	121
2024 Q3	$1.88M	Sell	36,420 -406	-1%	-$19K	0.12%	128
2024 Q2	$1.53M	Sell	36,826 -420	-1%	-$18.8K	0.1%	142
2024 Q1	$2.02M	Sell	37,246 -720	-2%	-$36.7K	0.14%	130
2023 Q4	$1.95M	Sell	37,966 -1,375	-3%	-$72.2K	0.15%	123
2023 Q3	$2.28M	Sell	39,341 -6,588	-14%	-$404K	0.18%	117
2023 Q2	$2.94M	Sell	45,929 -231	-0.5%	-$15.5K	0.22%	102
2023 Q1	$3.2M	Buy	46,160 +976	+2%	+$68.8K	0.26%	89
2022 Q4	$3.25M	Hold	45,184	–	–	0.28%	90
2022 Q3	$3.21M	Buy	45,184 +14	+0%	+$1.02K	0.31%	82
2022 Q2	$3.5M	Sell	45,170 -210	-0.5%	-$16K	0.31%	85
2022 Q1	$3.34M	Sell	45,380 -830	-2%	-$55.7K	0.25%	95
2021 Q4	$2.88M	Hold	46,210	–	–	0.21%	102
2021 Q3	$2.76M	Hold	46,210	–	–	0.21%	109
2021 Q2	$3.09M	Sell	46,210 -208	-0.4%	-$13.6K	0.28%	88
2021 Q1	$2.93M	Sell	46,418 -282	-0.6%	-$17.5K	0.28%	89
2020 Q4	$2.9M	Buy	46,700 +2,043	+5%	+$126K	0.31%	83
2020 Q3	$2.69M	Sell	44,657 -379	-0.8%	-$22.8K	0.33%	83
2020 Q2	$2.65M	Buy	45,036 +190	+0.4%	+$11.4K	0.36%	77
2020 Q1	$2.5M	Sell	44,846 -970	-2%	-$59.3K	0.41%	72
2019 Q4	$2.94M	Buy	45,816 +1,035	+2%	+$59.3K	0.36%	79
2019 Q3	$2.27M	Buy	44,781 +1,651	+4%	+$77.6K	0.3%	92
2019 Q2	$1.96M	Sell	43,130 -254	-0.6%	-$11.8K	0.27%	100
2019 Q1	$2.07M	Buy	43,384 +220	+0.5%	+$11K	0.29%	92
2018 Q4	$2.24M	Hold	43,164	–	–	0.37%	81
2018 Q3	$2.68M	Sell	43,164 -125	-0.3%	-$7.42K	0.37%	76
2018 Q2	$2.4M	Sell	43,289 -913	-2%	-$49.3K	0.35%	84
2018 Q1	$2.8M	Sell	44,202 -292	-0.7%	-$18.8K	0.41%	76
2017 Q4	$2.73M	Sell	44,494 -47	-0.1%	-$2.94K	0.39%	79
2017 Q3	$2.84M	Sell	44,541 -720	-2%	-$42K	0.44%	73
2017 Q2	$2.52M	Sell	45,261 -532	-1%	-$28.9K	0.4%	74
2017 Q1	$2.49M	Buy	45,793 +532	+1%	+$29.2K	0.4%	77
2016 Q4	$2.65M	Hold	45,261	–	–	0.44%	72
2016 Q3	$2.44M	Buy	45,261 +1,240	+3%	+$79.7K	0.42%	76
2016 Q2	$3.24M	Sell	44,021 -2,900	-6%	-$205K	0.56%	62
2016 Q1	$3M	Sell	46,921 -250	-0.5%	-$15.8K	0.52%	67
2015 Q4	$3.25M	Sell	47,171 -6,000	-11%	-$397K	0.55%	64
2015 Q3	$3.15M	Sell	53,171 -30	-0.1%	-$1.9K	0.55%	67
2015 Q2	$3.54M	Sell	53,201 -2,983	-5%	-$197K	0.57%	64
2015 Q1	$3.62M	Sell	56,184 -2,480	-4%	-$155K	0.57%	63
2014 Q4	$3.46M	Sell	58,664 -600	-1%	-$33.8K	0.55%	63
2014 Q3	$3.03M	Buy	59,264 +163	+0.3%	+$8.14K	0.48%	73
2014 Q2	$2.87M	Sell	59,101 -50	-0.1%	-$2.46K	0.46%	77
2014 Q1	$3.07M	Sell	59,151 -1,383	-2%	-$73.6K	0.51%	70
2013 Q4	$3.22M	Sell	60,534 -1,286	-2%	-$65.5K	0.53%	68
2013 Q3	$2.86M	Sell	61,820 -15,650	-20%	-$687K	0.52%	68
2013 Q2	$3.46M	Buy	+77,470	New	+$3.36M	0.64%	60

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

Lowe Brockenbrough & Co's BMY Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 32,835 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #130.

Lowe Brockenbrough & Co first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q1 2015. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Lowe Brockenbrough & Co held 32,835 shares of Bristol-Myers Squibb worth $1.99M as of Q1 2026.
Lowe Brockenbrough & Co left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #130 holding.
Lowe Brockenbrough & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Bristol-Myers Squibb position peaked at $3.62M in Q1 2015.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.