Morgan Stanley
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Morgan Stanley’s Bristol-Myers Squibb BMY Stock Holding History

Morgan Stanley’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 		$1.77B Buy
29,198,554
+849,917
+3% +$49.5M 0.11% 169
2025
Q4 		$1.53B Buy
28,348,637
+480,885
+2% +$23.1M 0.09% 192
2025
Q3 		$1.26B Buy
27,867,752
+1,060,057
+4% +$49.5M 0.08% 229
2025
Q2 		$1.24B Sell
26,807,695
-5,131,019
-16% -$252M 0.08% 218
2025
Q1 		$1.95B Buy
31,938,714
+1,598,939
+5% +$93.2M 0.14% 134
2024
Q4 		$1.72B Buy
30,339,775
+2,381,163
+9% +$133M 0.12% 149
2024
Q3 		$1.45B Buy
27,958,612
+1,803,507
+7% +$84.6M 0.1% 174
2024
Q2 		$1.09B Sell
26,155,105
-3,114,505
-11% -$139M 0.08% 213
2024
Q1 		$1.59B Sell
29,269,610
-29,493,332
-50% -$1.5B 0.13% 150
2023
Q4 		$3.02B Buy
58,762,942
+22,140,985
+60% +$1.16B 0.13% 143
2023
Q3 		$2.13B Buy
36,621,957
+1,649,374
+5% +$101M 0.22% 86
2023
Q2 		$2.24B Buy
34,972,583
+1,615,948
+5% +$108M 0.22% 85
2023
Q1 		$2.31B Sell
33,356,635
-2,055,535
-6% -$145M 0.25% 74
2022
Q4 		$2.55B Buy
35,412,170
+5,840,425
+20% +$440M 0.29% 65
2022
Q3 		$2.1B Sell
29,571,745
-6,600,811
-18% -$479M 0.29% 67
2022
Q2 		$2.79B Buy
36,172,556
+8,606,607
+31% +$655M 0.36% 52
2022
Q1 		$2.01B Buy
27,565,949
+2,850,019
+12% +$191M 0.27% 83
2021
Q4 		$1.54B Sell
24,715,930
-379,859
-2% -$22.3M 0.19% 120
2021
Q3 		$1.48B Buy
25,095,789
+580,545
+2% +$38.2M 0.2% 119
2021
Q2 		$1.64B Sell
24,515,244
-1,295,470
-5% -$84.5M 0.22% 111
2021
Q1 		$1.63B Buy
25,810,714
+791,285
+3% +$49.2M 0.24% 98
2020
Q4 		$1.55B Buy
25,019,429
+3,856,861
+18% +$237M 0.24% 100
2020
Q3 		$1.28B Buy
21,162,568
+1,729,408
+9% +$104M 0.25% 91
2020
Q2 		$1.14B Buy
19,433,160
+1,266,684
+7% +$75.8M 0.25% 94
2020
Q1 		$1.01B Sell
18,166,476
-1,682,514
-8% -$103M 0.28% 88
2019
Q4 		$1.27B Buy
19,848,990
+6,488,547
+49% +$372M 0.3% 76
2019
Q3 		$678M Buy
13,360,443
+67,176
+0.5% +$3.16M 0.18% 125
2019
Q2 		$603M Buy
13,293,267
+405,424
+3% +$18.9M 0.16% 140
2019
Q1 		$615M Sell
12,887,843
-2,182,024
-14% -$109M 0.17% 126
2018
Q4 		$783M Buy
15,069,867
+1,702,427
+13% +$91.5M 0.23% 98
2018
Q3 		$830M Buy
13,367,440
+2,202,177
+20% +$131M 0.21% 103
2018
Q2 		$618M Sell
11,165,263
-3,480,789
-24% -$188M 0.17% 132
2018
Q1 		$926M Sell
14,646,052
-757,004
-5% -$48.7M 0.26% 79
2017
Q4 		$944M Buy
15,403,056
+1,316,837
+9% +$82.4M 0.26% 73
2017
Q3 		$898M Sell
14,086,219
-1,317,638
-9% -$76.9M 0.27% 72
2017
Q2 		$858M Sell
15,403,857
-5,155,192
-25% -$281M 0.26% 79
2017
Q1 		$1.12B Buy
20,559,049
+6,687,287
+48% +$367M 0.34% 51
2016
Q4 		$811M Sell
13,871,762
-6,703,703
-33% -$366M 0.27% 72
2016
Q3 		$1.11B Buy
20,575,465
+5,730,688
+39% +$368M 0.38% 38
2016
Q2 		$1.09B Buy
14,844,777
+708,652
+5% +$50.1M 0.39% 40
2016
Q1 		$903M Sell
14,136,125
-411,847
-3% -$26M 0.35% 45
2015
Q4 		$1B Buy
14,547,972
+844,049
+6% +$55.8M 0.36% 40
2015
Q3 		$811M Buy
13,703,923
+537,495
+4% +$34.1M 0.3% 56
2015
Q2 		$876M Sell
13,166,428
-852,663
-6% -$56.2M 0.3% 60
2015
Q1 		$904M Sell
14,019,091
-3,545,619
-20% -$222M 0.33% 49
2014
Q4 		$1.04B Sell
17,564,710
-264,763
-1% -$14.9M 0.38% 35
2014
Q3 		$913M Sell
17,829,473
-54,931
-0.3% -$2.74M 0.35% 41
2014
Q2 		$868M Buy
17,884,404
+1,896,473
+12% +$93.5M 0.34% 48
2014
Q1 		$831M Buy
15,987,931
+1,760,422
+12% +$93.7M 0.35% 44
2013
Q4 		$756M Buy
14,227,509
+313,516
+2% +$16M 0.32% 50
2013
Q3 		$644M Sell
13,913,993
-283,810
-2% -$12.5M 0.3% 55
2013
Q2 		$635M Buy
+14,197,803
New +$616M 0.32% 50

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley's BMY Position: Q1 2026 in Review

Morgan Stanley increased its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, buying an estimated $49.5M and bringing the position to 29,198,554 shares worth $1.77B. The position accounts for 0.11% of the portfolio, ranked #169.

Morgan Stanley first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.02B in Q4 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Morgan Stanley held 29,198,554 shares of Bristol-Myers Squibb worth $1.77B as of Q1 2026.
  • Morgan Stanley bought 849,917 Bristol-Myers Squibb shares in Q1 2026, an estimated $49.5M.
  • Bristol-Myers Squibb made up 0.11% of Morgan Stanley's portfolio in Q1 2026, its #169 holding.
  • Morgan Stanley first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Bristol-Myers Squibb position peaked at $3.02B in Q4 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.