New South Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

New South 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	$436K	Hold	7,189	–	–	0.02%	49
2025 Q4	$388K	Hold	7,189	–	–	0.02%	55
2025 Q3	$324K	Hold	7,189	–	–	0.01%	56
2025 Q2	$333K	Hold	7,189	–	–	0.02%	56
2025 Q1	$438K	Hold	7,189	–	–	0.02%	59
2024 Q4	$407K	Hold	7,189	–	–	0.02%	61
2024 Q3	$372K	Hold	7,189	–	–	0.02%	58
2024 Q2	$299K	Hold	7,189	–	–	0.01%	57
2024 Q1	$390K	Hold	7,189	–	–	0.02%	56
2023 Q4	$369K	Hold	7,189	–	–	0.02%	59
2023 Q3	$417K	Hold	7,189	–	–	0.02%	57
2023 Q2	$460K	Hold	7,189	–	–	0.02%	58
2023 Q1	$498K	Hold	7,189	–	–	0.02%	58
2022 Q4	$517K	Hold	7,189	–	–	0.02%	59
2022 Q3	$511K	Hold	7,189	–	–	0.02%	57
2022 Q2	$554K	Hold	7,189	–	–	0.03%	57
2022 Q1	$525K	Hold	7,189	–	–	0.02%	59
2021 Q4	$448K	Hold	7,189	–	–	0.01%	60
2021 Q3	$425K	Hold	7,189	–	–	0.01%	60
2021 Q2	$480K	Hold	7,189	–	–	0.01%	60
2021 Q1	$454K	Hold	7,189	–	–	0.01%	58
2020 Q4	$446K	Hold	7,189	–	–	0.01%	57
2020 Q3	$433K	Sell	7,189 -1,123	-14%	-$67.6K	0.02%	60
2020 Q2	$489K	Hold	8,312	–	–	0.02%	60
2020 Q1	$463K	Hold	8,312	–	–	0.02%	63
2019 Q4	$534K	Hold	8,312	–	–	0.02%	59
2019 Q3	$422K	Hold	8,312	–	–	0.01%	60
2019 Q2	$377K	Hold	8,312	–	–	0.01%	62
2019 Q1	$397K	Hold	8,312	–	–	0.01%	65
2018 Q4	$432K	Hold	8,312	–	–	0.01%	60
2018 Q3	$516K	Hold	8,312	–	–	0.01%	55
2018 Q2	$460K	Hold	8,312	–	–	0.01%	56
2018 Q1	$526K	Hold	8,312	–	–	0.01%	54
2017 Q4	$509K	Hold	8,312	–	–	0.01%	56
2017 Q3	$530K	Hold	8,312	–	–	0.01%	56
2017 Q2	$463K	Hold	8,312	–	–	0.01%	58
2017 Q1	$452K	Hold	8,312	–	–	0.01%	57
2016 Q4	$486K	Hold	8,312	–	–	0.01%	58
2016 Q3	$448K	Hold	8,312	–	–	0.01%	60
2016 Q2	$611K	Hold	8,312	–	–	0.02%	60
2016 Q1	$531K	Hold	8,312	–	–	0.01%	58
2015 Q4	$572K	Hold	8,312	–	–	0.01%	57
2015 Q3	$492K	Hold	8,312	–	–	0.01%	58
2015 Q2	$553K	Hold	8,312	–	–	0.01%	60
2015 Q1	$536K	Hold	8,312	–	–	0.01%	59
2014 Q4	$491K	Hold	8,312	–	–	0.01%	62
2014 Q3	$425K	Hold	8,312	–	–	0.01%	67
2014 Q2	$403K	Hold	8,312	–	–	0.01%	69
2014 Q1	$432K	Hold	8,312	–	–	0.01%	67
2013 Q4	$442K	Hold	8,312	–	–	0.02%	63
2013 Q3	$385K	Hold	8,312	–	–	0.02%	69
2013 Q2	$371K	Buy	+8,312	New	+$361K	0.02%	70

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

New South Capital Management's BMY Position: Q1 2026 in Review

New South Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 7,189 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #49.

New South Capital Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $611K in Q2 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

New South Capital Management held 7,189 shares of Bristol-Myers Squibb worth $436K as of Q1 2026.
New South Capital Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.02% of New South Capital Management's portfolio in Q1 2026, its #49 holding.
New South Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
New South Capital Management's Bristol-Myers Squibb position peaked at $611K in Q2 2016.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on New South Capital Management's 13F filing for Q1 2026, filed 13 May 2026.