Marco Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
34,278
+8,325
| +32% | +$485K | 0.16% | 95 |
|
|
2025
Q4 | $1.4M | Sell |
25,953
-2,500
| -9% | -$120K | 0.11% | 103 |
|
|
2025
Q3 | $1.28M | Sell |
28,453
-998
| -3% | -$46.6K | 0.1% | 108 |
|
|
2025
Q2 | $1.36M | Sell |
29,451
-1,287
| -4% | -$63.2K | 0.11% | 103 |
|
|
2025
Q1 | $1.87M | Sell |
30,738
-3,400
| -10% | -$198K | 0.17% | 91 |
|
|
2024
Q4 | $1.93M | Buy |
34,138
+500
| +1% | +$27.9K | 0.17% | 88 |
|
|
2024
Q3 | $1.74M | Sell |
33,638
-3,250
| -9% | -$152K | 0.15% | 93 |
|
|
2024
Q2 | $1.53M | Buy |
36,888
+50
| +0.1% | +$2.24K | 0.14% | 99 |
|
|
2024
Q1 | $2M | Buy |
36,838
+1,381
| +4% | +$70.3K | 0.19% | 87 |
|
|
2023
Q4 | $1.82M | Sell |
35,457
-3,966
| -10% | -$208K | 0.19% | 89 |
|
|
2023
Q3 | $2.29M | Sell |
39,423
-6,568
| -14% | -$402K | 0.26% | 77 |
|
|
2023
Q2 | $2.94M | Sell |
45,991
-918
| -2% | -$61.6K | 0.32% | 73 |
|
|
2023
Q1 | $3.25M | Buy |
46,909
+533
| +1% | +$37.6K | 0.37% | 66 |
|
|
2022
Q4 | $3.34M | Sell |
46,376
-1,942
| -4% | -$146K | 0.39% | 64 |
|
|
2022
Q3 | $3.44M | Sell |
48,318
-24
| -0% | -$1.74K | 0.44% | 62 |
|
|
2022
Q2 | $3.72M | Buy |
48,342
+1,205
| +3% | +$91.8K | 0.43% | 61 |
|
|
2022
Q1 | $3.44M | Buy |
47,137
+100
| +0.2% | +$6.71K | 0.35% | 74 |
|
|
2021
Q4 | $2.93M | Sell |
47,037
-1,370
| -3% | -$80.4K | 0.29% | 81 |
|
|
2021
Q3 | $2.86M | Buy |
48,407
+1,610
| +3% | +$106K | 0.32% | 83 |
|
|
2021
Q2 | $3.13M | Buy |
46,797
+4,580
| +11% | +$299K | 0.36% | 67 |
|
|
2021
Q1 | $2.67M | Buy |
42,217
+598
| +1% | +$37.2K | 0.35% | 72 |
|
|
2020
Q4 | $2.58M | Buy |
41,619
+1,852
| +5% | +$114K | 0.37% | 65 |
|
|
2020
Q3 | $2.4M | Buy |
39,767
+7,400
| +23% | +$445K | 0.39% | 61 |
|
|
2020
Q2 | $1.9M | Buy |
32,367
+3,914
| +14% | +$234K | 0.35% | 64 |
|
|
2020
Q1 | $1.59M | Sell |
28,453
-630
| -2% | -$38.5K | 0.34% | 64 |
|
|
2019
Q4 | $1.87M | Buy |
29,083
+227
| +0.8% | +$13K | 0.29% | 75 |
|
|
2019
Q3 | $1.46M | Sell |
28,856
-1,020
| -3% | -$47.9K | 0.25% | 81 |
|
|
2019
Q2 | $1.35M | Buy |
29,876
+5,588
| +23% | +$260K | 0.24% | 84 |
|
|
2019
Q1 | $1.16M | Sell |
24,288
-5,228
| -18% | -$260K | 0.22% | 90 |
|
|
2018
Q4 | $1.53M | Sell |
29,516
-608
| -2% | -$32.7K | 0.3% | 77 |
|
|
2018
Q3 | $1.87M | Sell |
30,124
-5,296
| -15% | -$314K | 0.27% | 82 |
|
|
2018
Q2 | $1.96M | Buy |
35,420
+6,095
| +21% | +$329K | 0.3% | 77 |
|
|
2018
Q1 | $1.85M | Sell |
29,325
-300
| -1% | -$19.3K | 0.29% | 80 |
|
|
2017
Q4 | $1.81M | Buy |
29,625
+1,500
| +5% | +$93.8K | 0.28% | 83 |
|
|
2017
Q3 | $1.79M | Sell |
28,125
-3,837
| -12% | -$224K | 0.28% | 84 |
|
|
2017
Q2 | $1.78M | Sell |
31,962
-250
| -0.8% | -$13.6K | 0.29% | 80 |
|
|
2017
Q1 | $1.75M | Sell |
32,212
-700
| -2% | -$38.4K | 0.3% | 81 |
|
|
2016
Q4 | $1.92M | Buy |
32,912
+9,183
| +39% | +$502K | 0.34% | 82 |
|
|
2016
Q3 | $1.28M | Buy |
23,729
+14,400
| +154% | +$925K | 0.23% | 95 |
|
|
2016
Q2 | $686K | Buy |
9,329
+500
| +6% | +$35.3K | 0.13% | 125 |
|
|
2016
Q1 | $564 | Hold |
8,829
| – | – | 0.08% | 128 |
|
|
2015
Q4 | $607K | Buy |
8,829
+4
| +0% | +$264 | 0.11% | 127 |
|
|
2015
Q3 | $522K | Buy |
8,825
+5
| +0.1% | +$317 | 0.1% | 131 |
|
|
2015
Q2 | $587K | Buy |
8,820
+1,004
| +13% | +$66.2K | 0.1% | 127 |
|
|
2015
Q1 | $504K | Buy |
7,816
+5
| +0.1% | +$313 | 0.09% | 129 |
|
|
2014
Q4 | $461K | Buy |
7,811
+5
| +0.1% | +$282 | 0.06% | 138 |
|
|
2014
Q3 | $400K | Buy |
7,806
+905
| +13% | +$45.2K | 0.06% | 138 |
|
|
2014
Q2 | $335K | Buy |
6,901
+428
| +7% | +$21.1K | 0.06% | 147 |
|
|
2014
Q1 | $336K | Buy |
6,473
+584
| +10% | +$31.1K | 0.07% | 145 |
|
|
2013
Q4 | $313 | Buy |
5,889
+5
| +0.1% | +$255 | 0.02% | 148 |
|
|
2013
Q3 | $272K | Buy |
5,884
+6
| +0.1% | +$263 | 0.06% | 147 |
|
|
2013
Q2 | $263K | Buy |
+5,878
| New | +$255K | 0.08% | 119 |
|
Other funds holding BMY
VCM
VPM
Marco Investment Management's BMY Position: Q1 2026 in Review
Marco Investment Management increased its Bristol-Myers Squibb (BMY) stake by 32% in Q1 2026, buying an estimated $485K and bringing the position to 34,278 shares worth $2.08M. The position accounts for 0.16% of the portfolio, ranked #95.
Marco Investment Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.72M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Marco Investment Management held 34,278 shares of Bristol-Myers Squibb worth $2.08M as of Q1 2026.
- Marco Investment Management bought 8,325 Bristol-Myers Squibb shares in Q1 2026, an estimated $485K.
- Bristol-Myers Squibb made up 0.16% of Marco Investment Management's portfolio in Q1 2026, its #95 holding.
- Marco Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Marco Investment Management's Bristol-Myers Squibb position peaked at $3.72M in Q2 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.