Nichols & Pratt Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Nichols & Pratt Advisers’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	$526K	Sell	8,675 -1,470	-14%	-$85.7K	0.03%	76
2025 Q4	$547K	Hold	10,145	–	–	0.03%	77
2025 Q3	$458K	Sell	10,145 -2,000	-16%	-$93.4K	0.03%	83
2025 Q2	$562K	Hold	12,145	–	–	0.04%	80
2025 Q1	$741K	Sell	12,145 -400	-3%	-$23.3K	0.05%	71
2024 Q4	$710K	Sell	12,545 -350	-3%	-$19.6K	0.05%	74
2024 Q3	$667K	Hold	12,895	–	–	0.04%	74
2024 Q2	$536K	Hold	12,895	–	–	0.04%	74
2024 Q1	$699K	Hold	12,895	–	–	0.05%	73
2023 Q4	$662K	Hold	12,895	–	–	0.05%	75
2023 Q3	$748K	Buy	12,895 +1,695	+15%	+$104K	0.06%	73
2023 Q2	$716K	Buy	11,200 +100	+0.9%	+$6.71K	0.05%	76
2023 Q1	$769K	Sell	11,100 -136	-1%	-$9.59K	0.06%	74
2022 Q4	$808K	Sell	11,236 -139	-1%	-$10.5K	0.07%	70
2022 Q3	$808K	Buy	11,375 +275	+2%	+$19.9K	0.07%	68
2022 Q2	$855K	Hold	11,100	–	–	0.07%	70
2022 Q1	$810K	Hold	11,100	–	–	0.06%	74
2021 Q4	$692K	Hold	11,100	–	–	0.05%	73
2021 Q3	$660K	Hold	11,100	–	–	0.05%	75
2021 Q2	$742K	Hold	11,100	–	–	0.06%	75
2021 Q1	$701K	Buy	11,100 +400	+4%	+$24.9K	0.05%	77
2020 Q4	$664K	Sell	10,700 -500	-4%	-$30.7K	0.05%	77
2020 Q3	$675K	Hold	11,200	–	–	0.06%	70
2020 Q2	$659K	Sell	11,200 -110	-1%	-$6.58K	0.06%	73
2020 Q1	$631K	Buy	11,310 +110	+1%	+$6.72K	0.06%	69
2019 Q4	$719K	Sell	11,200 -500	-4%	-$28.6K	0.06%	73
2019 Q3	$594K	Sell	11,700 -52	-0.4%	-$2.44K	0.05%	80
2019 Q2	$533K	Hold	11,752	–	–	0.04%	83
2019 Q1	$561K	Buy	11,752 +52	+0.4%	+$2.59K	0.05%	81
2018 Q4	$608K	Hold	11,700	–	–	0.06%	77
2018 Q3	$726K	Hold	11,700	–	–	0.06%	79
2018 Q2	$648K	Hold	11,700	–	–	0.06%	81
2018 Q1	$740K	Hold	11,700	–	–	0.07%	74
2017 Q4	$717K	Hold	11,700	–	–	0.06%	78
2017 Q3	$746K	Hold	11,700	–	–	0.07%	78
2017 Q2	$652K	Hold	11,700	–	–	0.06%	76
2017 Q1	$636K	Hold	11,700	–	–	0.06%	76
2016 Q4	$684K	Sell	11,700 -300	-3%	-$16.4K	0.06%	72
2016 Q3	$647K	Sell	12,000 -3,151	-21%	-$202K	0.06%	75
2016 Q2	$1.11M	Hold	15,151	–	–	0.1%	63
2016 Q1	$968K	Hold	15,151	–	–	0.09%	71
2015 Q4	$1.04M	Sell	15,151 -2,500	-14%	-$165K	0.1%	66
2015 Q3	$1.04M	Sell	17,651 -30	-0.2%	-$1.9K	0.1%	68
2015 Q2	$1.18M	Hold	17,681	–	–	0.11%	66
2015 Q1	$1.14M	Hold	17,681	–	–	0.1%	69
2014 Q4	$1.04M	Sell	17,681 -3,769	-18%	-$213K	0.09%	72
2014 Q3	$1.1M	Buy	21,450 +150	+0.7%	+$7.49K	0.1%	72
2014 Q2	$1.03M	Buy	21,300 +2,001	+10%	+$98.6K	0.09%	75
2014 Q1	$1M	Hold	19,299	–	–	0.09%	72
2013 Q4	$1.03M	Sell	19,299 -1,380	-7%	-$70.3K	0.1%	64
2013 Q3	$957K	Hold	20,679	–	–	0.1%	62
2013 Q2	$924K	Buy	+20,679	New	+$898K	0.1%	64

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

Nichols & Pratt Advisers's BMY Position: Q1 2026 in Review

Nichols & Pratt Advisers reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, selling an estimated $85.7K and leaving 8,675 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #76.

Nichols & Pratt Advisers first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18M in Q2 2015. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Nichols & Pratt Advisers held 8,675 shares of Bristol-Myers Squibb worth $526K as of Q1 2026.
Nichols & Pratt Advisers sold 1,470 Bristol-Myers Squibb shares in Q1 2026, an estimated $85.7K.
Bristol-Myers Squibb made up 0.03% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #76 holding.
Nichols & Pratt Advisers first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Nichols & Pratt Advisers's Bristol-Myers Squibb position peaked at $1.18M in Q2 2015.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.