Marietta Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Marietta Investment Partners’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	$3.94M	Buy	64,992 +10,430	+19%	+$608K	0.79%	38
2025 Q4	$2.94M	Buy	54,562 +18,375	+51%	+$884K	0.58%	47
2025 Q3	$1.63M	Sell	36,187 -13,054	-27%	-$610K	0.31%	73
2025 Q2	$2.28M	Sell	49,241 -25,837	-34%	-$1.27M	0.5%	51
2025 Q1	$4.58M	Buy	75,078 +66,978	+827%	+$3.9M	1.1%	28
2024 Q4	$458K	Sell	8,100 -1,700	-17%	-$95K	0.1%	123
2024 Q3	$507K	Hold	9,800	–	–	0.11%	118
2024 Q2	$407K	Hold	9,800	–	–	0.09%	125
2024 Q1	$531K	Hold	9,800	–	–	0.12%	115
2023 Q4	$503K	Sell	9,800 -500	-5%	-$26.2K	0.13%	112
2023 Q3	$598K	Hold	10,300	–	–	0.17%	103
2023 Q2	$659K	Hold	10,300	–	–	0.17%	100
2023 Q1	$714K	Hold	10,300	–	–	0.2%	93
2022 Q4	$741K	Hold	10,300	–	–	0.21%	91
2022 Q3	$811K	Hold	10,300	–	–	0.24%	84
2022 Q2	$793K	Hold	10,300	–	–	0.24%	86
2022 Q1	$752K	Hold	10,300	–	–	0.17%	102
2021 Q4	$642K	Hold	10,300	–	–	0.14%	116
2021 Q3	$609K	Hold	10,300	–	–	0.14%	116
2021 Q2	$688K	Hold	10,300	–	–	0.16%	103
2021 Q1	$650K	Sell	10,300 -300	-3%	-$18.7K	0.16%	100
2020 Q4	$658K	Sell	10,600 -100	-0.9%	-$6.15K	0.17%	91
2020 Q3	$645K	Buy	10,700 +400	+4%	+$24.1K	0.2%	89
2020 Q2	$606K	Hold	10,300	–	–	0.2%	81
2020 Q1	$574K	Hold	10,300	–	–	0.25%	76
2019 Q4	$661K	Hold	10,300	–	–	0.22%	84
2019 Q3	$522K	Hold	10,300	–	–	0.18%	91
2019 Q2	$467K	Hold	10,300	–	–	0.15%	99
2019 Q1	$491K	Sell	10,300 -46	-0.4%	-$2.29K	0.15%	95
2018 Q4	$538K	Buy	10,346 +46	+0.4%	+$2.47K	0.21%	81
2018 Q3	$639K	Hold	10,300	–	–	0.19%	84
2018 Q2	$570K	Hold	10,300	–	–	0.18%	94
2018 Q1	$651K	Hold	10,300	–	–	0.2%	84
2017 Q4	$631K	Hold	10,300	–	–	0.18%	87
2017 Q3	$657K	Hold	10,300	–	–	0.2%	80
2017 Q2	$574K	Hold	10,300	–	–	0.18%	89
2017 Q1	$560K	Hold	10,300	–	–	0.19%	91
2016 Q4	$602K	Hold	10,300	–	–	0.21%	86
2016 Q3	$555K	Hold	10,300	–	–	0.18%	98
2016 Q2	$758K	Hold	10,300	–	–	0.27%	74
2016 Q1	$658K	Hold	10,300	–	–	0.27%	79
2015 Q4	$709K	Hold	10,300	–	–	0.29%	80
2015 Q3	$675K	Hold	10,300	–	–	0.26%	82
2015 Q2	$685K	Hold	10,300	–	–	0.27%	76
2015 Q1	$664K	Sell	10,300 -1,100	-10%	-$68.9K	0.26%	73
2014 Q4	$673K	Sell	11,400 -600	-5%	-$33.8K	0.27%	63
2014 Q3	$614K	Hold	12,000	–	–	0.27%	62
2014 Q2	$582K	Hold	12,000	–	–	0.24%	68
2014 Q1	$623K	Hold	12,000	–	–	0.24%	76
2013 Q4	$638K	Sell	12,000 -120	-1%	-$6.11K	0.23%	84
2013 Q3	$561K	Hold	12,120	–	–	0.22%	89
2013 Q2	$542K	Buy	+12,120	New	+$526K	0.23%	84

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

Marietta Investment Partners's BMY Position: Q1 2026 in Review

Marietta Investment Partners increased its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, buying an estimated $608K and bringing the position to 64,992 shares worth $3.94M. The position accounts for 0.79% of the portfolio, ranked #38.

Marietta Investment Partners first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.58M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Marietta Investment Partners held 64,992 shares of Bristol-Myers Squibb worth $3.94M as of Q1 2026.
Marietta Investment Partners bought 10,430 Bristol-Myers Squibb shares in Q1 2026, an estimated $608K.
Bristol-Myers Squibb made up 0.79% of Marietta Investment Partners's portfolio in Q1 2026, its #38 holding.
Marietta Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Marietta Investment Partners's Bristol-Myers Squibb position peaked at $4.58M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.