LI
BMY icon

LRI Investments’s Bristol-Myers Squibb BMY Stock Holding History

LRI Investments’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 		$334K Buy
5,512
+1,199
+28% +$69.9K 0.03% 222
2025
Q4 		$233K Buy
4,313
+1,879
+77% +$90.4K 0.02% 256
2025
Q3 		$110K Sell
2,434
-1,063
-30% -$49.6K 0.01% 396
2025
Q2 		$162K Sell
3,497
-2,130
-38% -$105K 0.01% 331
2025
Q1 		$343K Buy
5,627
+1,437
+34% +$83.8K 0.03% 202
2024
Q4 		$237K Hold
4,190
– – 0.02% 236
2024
Q3 		$245K Buy
4,190
+1,548
+59% +$72.6K 0.02% 231
2024
Q2 		$110K Sell
2,642
-257
-9% -$11.5K 0.01% 365
2024
Q1 		$157K Buy
+2,899
New +$148K 0.04% 148

Other funds holding BMY

BlackRock
BlackRock New York $5.7T 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 $1.47T 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