Marshall Wace
BMY icon

Marshall Wace’s Bristol-Myers Squibb BMY Stock Holding History

Marshall Wace’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 		– Sell
-100
Closed -$5.39K – 3210
2025
Q4 		$5.39K Hold
100
– – ﹤0.01% 2877
2025
Q3 		$4.51K Buy
+100
New +$4.67K ﹤0.01% 2827
2023
Q3 		– Sell
-99,000
Closed -$6.33M – 2212
2023
Q2 		$6.33M Buy
+99,000
New +$6.64M 0.01% 924
2021
Q4 		– Sell
-300
Closed -$18K – 3870
2021
Q3 		$18K Buy
+300
New +$19.8K ﹤0.01% 2956

Other funds holding BMY

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Marshall Wace's BMY Position: Q1 2026 in Review

Marshall Wace reduced its Bristol-Myers Squibb (BMY) stake by 66% in Q1 2026, selling an estimated $417M and leaving 3,689,838 shares worth $224M. The position accounts for 0.22% of the portfolio, ranked #67.

Marshall Wace first reported a position in BMY in Q1 2014 and has held it in 41 quarters since. The position peaked at $585M in Q4 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Marshall Wace held 3,689,838 shares of Bristol-Myers Squibb worth $224M as of Q1 2026.
  • Marshall Wace sold 7,154,432 Bristol-Myers Squibb shares in Q1 2026, an estimated $417M.
  • Bristol-Myers Squibb made up 0.22% of Marshall Wace's portfolio in Q1 2026, its #67 holding.
  • Marshall Wace first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 41 quarters since.
  • Marshall Wace's Bristol-Myers Squibb position peaked at $585M in Q4 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.