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NFJ Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

NFJ Investment 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
2025
Q4 		– Sell
-88,680
Closed -$4M – 245
2025
Q3 		$4M Sell
88,680
-96,169
-52% -$4.49M 0.14% 136
2025
Q2 		$8.56M Sell
184,849
-32,222
-15% -$1.58M 0.3% 95
2025
Q1 		$13.2M Sell
217,071
-5,018
-2% -$292K 0.45% 73
2024
Q4 		$12.6M Buy
+222,089
New +$12.4M 0.4% 80
2023
Q4 		– Sell
-32,522
Closed -$1.89M – 222
2023
Q3 		$1.89M Sell
32,522
-74
-0.2% -$4.53K 0.06% 183
2023
Q2 		$2.08M Buy
32,596
+4,099
+14% +$275K 0.06% 200
2023
Q1 		$1.98M Sell
28,497
-108
-0.4% -$7.62K 0.05% 227
2022
Q4 		$2.06M Sell
28,605
-181,955
-86% -$13.7M 0.05% 237
2022
Q3 		$7.08M Buy
210,560
+177,153
+530% +$12.9M 0.18% 170
2022
Q2 		$2.57M Sell
33,407
-108
-0.3% -$8.22K 0.06% 245
2022
Q1 		$2.45M Buy
33,515
+722
+2% +$48.5K 0.05% 271
2021
Q4 		$2.04M Sell
32,793
-1,759
-5% -$103K 0.04% 314
2021
Q3 		$2.04M Sell
34,552
-697
-2% -$45.9K 0.04% 320
2021
Q2 		$2.35M Sell
35,249
-3,554
-9% -$232K 0.04% 311
2021
Q1 		$2.45M Buy
+38,803
New +$2.41M 0.05% 298

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NFJ Investment Group's BMY Position: Q4 2025 in Review

NFJ Investment Group sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 88,680 shares — an estimated $4M sold.

NFJ Investment Group first reported a position in BMY in Q1 2021 and held it in 15 quarters. The position peaked at $13.2M in Q1 2025. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • NFJ Investment Group reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • NFJ Investment Group sold 88,680 Bristol-Myers Squibb shares in Q4 2025, an estimated $4M.
  • NFJ Investment Group first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 15 quarters.
  • NFJ Investment Group's Bristol-Myers Squibb position peaked at $13.2M in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.