NatWest Group’s Bristol-Myers Squibb BMY Stock Holding History

NatWest Group’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 Q3	$15.1M	Buy	+241,394	New	+$15.3M	2.8%	13
2015 Q4	–	Sell	-52,495	Closed	-$3.11M	–	159
2015 Q3	$3.11M	Sell	52,495 -1,904	-4%	-$121K	0.07%	127
2015 Q2	$3.62M	Sell	54,399 -1,095	-2%	-$72.2K	0.05%	125
2015 Q1	$3.58M	Sell	55,494 -4,363	-7%	-$273K	0.05%	139
2014 Q4	$3.53M	Sell	59,857 -479	-0.8%	-$27K	0.03%	140
2014 Q3	$3.09M	Sell	60,336 -159	-0.3%	-$7.94K	0.03%	159
2014 Q2	$2.94M	Sell	60,495 -61,524	-50%	-$3.03M	0.12%	157
2014 Q1	$6.34M	Sell	122,019 -189,201	-61%	-$10.1M	0.28%	105
2013 Q4	$16.5M	Buy	311,220 +54,179	+21%	+$2.76M	0.42%	56
2013 Q3	$11.9M	Buy	257,041 +12,077	+5%	+$530K	0.35%	68
2013 Q2	$10.9M	Buy	+244,964	New	+$10.6M	0.16%	113

Other funds holding BMY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

NatWest Group's BMY Position: Q3 2026 in Review

NatWest Group opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 241,394 shares worth $15.1M. The stake represents 2.8% of the portfolio and ranks #13 among its holdings. This is a return to the name: NatWest Group previously reported a position in BMY as recently as Q3 2015.

NatWest Group first reported a position in BMY in Q2 2013 and has held it in 11 quarters since. The position peaked at $16.5M in Q4 2013. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

NatWest Group held 241,394 shares of Bristol-Myers Squibb worth $15.1M as of Q3 2026.
Bristol-Myers Squibb was a new NatWest Group position in Q3 2026.
Bristol-Myers Squibb made up 2.8% of NatWest Group's portfolio in Q3 2026, its #13 holding.
NatWest Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 11 quarters since.
NatWest Group's Bristol-Myers Squibb position peaked at $16.5M in Q4 2013.
2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on NatWest Group's 13F filing for Q3 2026, filed 12 Nov 2026.