Neo Ivy Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Neo Ivy Capital Management’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	$1.56M	Buy	+25,660	New	+$1.5M	0.41%	94
2025 Q4	–	Sell	-8,864	Closed	-$400K	–	361
2025 Q3	$400K	Sell	8,864 -5,323	-38%	-$249K	0.1%	255
2025 Q2	$657K	Buy	+14,187	New	+$696K	0.21%	166
2023 Q3	–	Sell	-13,098	Closed	-$838K	–	331
2023 Q2	$838K	Buy	+13,098	New	+$878K	0.44%	82
2022 Q4	$964K	Buy	+13,404	New	+$1.01M	0.65%	30
2022 Q2	–	Sell	-4,872	Closed	-$356K	–	413
2022 Q1	$356K	Buy	4,872 +2,965	+155%	+$199K	0.32%	119
2021 Q4	$119K	Buy	+1,907	New	+$112K	0.17%	203
2021 Q2	–	Sell	-1,893	Closed	-$120K	–	457
2021 Q1	$120K	Buy	+1,893	New	+$118K	0.13%	218
2020 Q4	–	Sell	-7,999	Closed	-$482K	–	424
2020 Q3	$482K	Buy	+7,999	New	+$481K	0.49%	48
2020 Q2	–	Sell	-1,353	Closed	-$75K	–	467
2020 Q1	$75K	Buy	+1,353	New	+$82.7K	0.12%	252
2019 Q4	–	Sell	-621	Closed	-$30K	–	271
2019 Q3	$30K	Sell	621 -31,329	-98%	-$1.47M	0.02%	252
2019 Q2	$1.45M	Buy	31,950 +13,761	+76%	+$641K	0.82%	3
2019 Q1	$867K	Buy	+18,189	New	+$906K	0.49%	89

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neo Ivy Capital Management's BMY Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 25,660 shares worth $1.56M. The stake represents 0.41% of the portfolio and ranks #94 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in BMY as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in BMY in Q1 2019 and has held it in 13 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Neo Ivy Capital Management held 25,660 shares of Bristol-Myers Squibb worth $1.56M as of Q1 2026.
Bristol-Myers Squibb was a new Neo Ivy Capital Management position in Q1 2026.
Bristol-Myers Squibb made up 0.41% of Neo Ivy Capital Management's portfolio in Q1 2026, its #94 holding.
Neo Ivy Capital Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 13 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.