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

Marathon Trading 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	$97K	Buy	+1,600	New	+$93.3K	﹤0.01%	220
2021 Q1	–	Sell	-14,000	Closed	-$868K	–	405
2020 Q4	$868K	Buy	+14,000	New	+$861K	0.04%	167
2020 Q1	–	Sell	-20,000	Closed	-$1.28M	–	154
2019 Q4	$1.28M	Hold	20,000	–	–	0.09%	106
2019 Q3	$1.01M	Buy	+20,000	New	+$940K	0.18%	100
2019 Q2	–	Sell	-25,000	Closed	-$1.19M	–	228
2019 Q1	$1.19M	Buy	+25,000	New	+$1.25M	0.14%	121
2017 Q1	–	Sell	-5,000	Closed	-$292K	–	153
2016 Q4	$292K	Hold	5,000	–	–	0.03%	114
2016 Q3	$270K	Buy	+5,000	New	+$321K	0.04%	111
2015 Q1	–	Sell	-80,000	Closed	-$4.72M	–	483
2014 Q4	$4.72M	Buy	+80,000	New	+$4.51M	0.07%	157

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Marathon Trading Investment Management's BMY Position: Q1 2026 in Review

Marathon Trading Investment Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 198 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Marathon Trading Investment Management previously reported a position in BMY as recently as Q4 2023.

Marathon Trading Investment Management first reported a position in BMY in Q4 2014 and has held it in 8 quarters since. The position peaked at $17M in Q4 2014. 2,526 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Marathon Trading Investment Management held 198 shares of Bristol-Myers Squibb worth $12K as of Q1 2026.
Bristol-Myers Squibb was a new Marathon Trading Investment Management position in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of Marathon Trading Investment Management's portfolio in Q1 2026, its #258 holding.
Marathon Trading Investment Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 8 quarters since.
Marathon Trading Investment Management's Bristol-Myers Squibb position peaked at $17M in Q4 2014.
2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Marathon Trading Investment Management's 13F filing for Q1 2026, filed 14 May 2026.