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Moors & Cabot’s Bristol-Myers Squibb BMY Stock Holding History

Moors & Cabot’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
2020
Q3 		– Sell
-1,000
Closed -$1K – 712
2020
Q2 		$1K Buy
+1,000
New +$59.8K ﹤0.01% 668
2020
Q1 		– Sell
-1,000
Closed -$2K – 605
2019
Q4 		$2K Buy
+1,000
New +$57.3K ﹤0.01% 617

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

Moors & Cabot's BMY Position: Q1 2026 in Review

Moors & Cabot reduced its Bristol-Myers Squibb (BMY) stake by 9.8% in Q1 2026, selling an estimated $429K and leaving 67,840 shares worth $4.11M. The position accounts for 0.18% of the portfolio, ranked #122.

Moors & Cabot first reported a position in BMY in Q1 2014 and has held it in 49 quarters since. The position peaked at $7.75M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Moors & Cabot held 67,840 shares of Bristol-Myers Squibb worth $4.11M as of Q1 2026.
  • Moors & Cabot sold 7,360 Bristol-Myers Squibb shares in Q1 2026, an estimated $429K.
  • Bristol-Myers Squibb made up 0.18% of Moors & Cabot's portfolio in Q1 2026, its #122 holding.
  • Moors & Cabot first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 49 quarters since.
  • Moors & Cabot's Bristol-Myers Squibb position peaked at $7.75M in Q2 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.