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Means Investment Company’s Bristol-Myers Squibb BMY Stock Holding History

Means Investment Company’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 		$1.06M Sell
17,509
-535
-3% -$31.2K 0.09% 82
2025
Q4 		$973K Sell
18,044
-3,510
-16% -$169K 0.08% 88
2025
Q3 		$972K Sell
21,554
-1,042
-5% -$48.7K 0.08% 92
2025
Q2 		$1.05M Sell
22,596
-2,709
-11% -$133K 0.1% 88
2025
Q1 		$1.54M Sell
25,305
-4,540
-15% -$265K 0.16% 66
2024
Q4 		$1.69M Buy
29,845
+696
+2% +$38.9K 0.18% 69
2024
Q3 		$1.51M Sell
29,149
-3,397
-10% -$159K 0.17% 73
2024
Q2 		$1.35M Sell
32,546
-1,331
-4% -$59.6K 0.16% 75
2024
Q1 		$1.84M Sell
33,877
-7,017
-17% -$357K 0.24% 66
2023
Q4 		$2.1M Sell
40,894
-9,939
-20% -$522K 0.3% 57
2023
Q3 		$2.95M Sell
50,833
-4,435
-8% -$272K 0.48% 44
2023
Q2 		$3.53M Buy
55,268
+938
+2% +$62.9K 0.56% 41
2023
Q1 		$3.77M Sell
54,330
-18
-0% -$1.27K 0.66% 33
2022
Q4 		$3.91M Sell
54,348
-372
-0.7% -$28K 0.78% 30
2022
Q3 		$3.89M Buy
54,720
+257
+0.5% +$18.6K 0.84% 24
2022
Q2 		$4.19M Buy
54,463
+470
+0.9% +$35.8K 0.89% 26
2022
Q1 		$3.94M Sell
53,993
-31
-0.1% -$2.08K 0.71% 29
2021
Q4 		$3.37M Buy
54,024
+303
+0.6% +$17.8K 0.59% 35
2021
Q3 		$3.18M Buy
53,721
+2,721
+5% +$179K 0.63% 34
2021
Q2 		$3.41M Sell
51,000
-295
-0.6% -$19.2K 0.68% 29
2021
Q1 		$3.24M Sell
51,295
-3,236
-6% -$201K 0.74% 28
2020
Q4 		$3.27M Buy
54,531
+76
+0.1% +$4.67K 0.75% 26
2020
Q3 		$3.47M Sell
54,455
-899
-2% -$54.1K 0.95% 21
2020
Q2 		$3.49M Buy
55,354
+402
+0.7% +$24K 1.09% 17
2020
Q1 		$3.35M Sell
54,952
-2,001
-4% -$122K 1.3% 18
2019
Q4 		$3.8M Buy
56,953
+9,018
+19% +$516K 1.27% 18
2019
Q3 		$2.71M Buy
47,935
+874
+2% +$41.1K 1.03% 25
2019
Q2 		$2.17M Sell
47,061
-1,613
-3% -$75.1K 0.89% 35
2019
Q1 		$2.32M Buy
48,674
+4,727
+11% +$235K 1.02% 30
2018
Q4 		$2.28M Buy
+43,947
New +$2.36M 1.26% 20

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

Means Investment Company's BMY Position: Q1 2026 in Review

Means Investment Company reduced its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, selling an estimated $31.2K and leaving 17,509 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #82.

Means Investment Company first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.19M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Means Investment Company held 17,509 shares of Bristol-Myers Squibb worth $1.06M as of Q1 2026.
  • Means Investment Company sold 535 Bristol-Myers Squibb shares in Q1 2026, an estimated $31.2K.
  • Bristol-Myers Squibb made up 0.09% of Means Investment Company's portfolio in Q1 2026, its #82 holding.
  • Means Investment Company first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Bristol-Myers Squibb position peaked at $4.19M in Q2 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.