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

Northstar 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
Q1 		$451K Sell
7,442
-182
-2% -$10.6K 0.06% 110
2025
Q4 		$411K Buy
7,624
+2,202
+41% +$106K 0.06% 112
2025
Q3 		$245K Hold
5,422
– – 0.04% 140
2025
Q2 		$251K Sell
5,422
-217
-4% -$10.7K 0.04% 136
2025
Q1 		$344K Buy
5,639
+315
+6% +$18.4K 0.06% 117
2024
Q4 		$301K Sell
5,324
-500
-9% -$27.9K 0.05% 117
2024
Q3 		$301K Buy
5,824
+186
+3% +$8.72K 0.05% 122
2024
Q2 		$234K Buy
5,638
+167
+3% +$7.47K 0.04% 128
2024
Q1 		$297K Sell
5,471
-100
-2% -$5.09K 0.06% 124
2023
Q4 		$286K Sell
5,571
-1,169
-17% -$61.4K 0.06% 117
2023
Q3 		$391K Sell
6,740
-1,350
-17% -$82.7K 0.09% 97
2023
Q2 		$517K Hold
8,090
– – 0.12% 85
2023
Q1 		$561K Sell
8,090
-126
-2% -$8.89K 0.14% 81
2022
Q4 		$591K Hold
8,216
– – 0.17% 75
2022
Q3 		$584K Buy
8,216
+100
+1% +$7.25K 0.18% 78
2022
Q2 		$625K Hold
8,116
– – 0.18% 78
2022
Q1 		$593K Sell
8,116
-300
-4% -$20.1K 0.14% 85
2021
Q4 		$525K Hold
8,416
– – 0.13% 98
2021
Q3 		$498K Sell
8,416
-150
-2% -$9.88K 0.13% 102
2021
Q2 		$572K Buy
8,566
+825
+11% +$53.8K 0.15% 94
2021
Q1 		$489K Sell
7,741
-850
-10% -$52.9K 0.14% 97
2020
Q4 		$532K Buy
8,591
+1,600
+23% +$98.4K 0.16% 88
2020
Q3 		$422K Sell
6,991
-150
-2% -$9.03K 0.15% 94
2020
Q2 		$420K Hold
7,141
– – 0.17% 86
2020
Q1 		$398K Sell
7,141
-75
-1% -$4.58K 0.18% 83
2019
Q4 		$463K Buy
7,216
+286
+4% +$16.4K 0.18% 94
2019
Q3 		$351K Sell
6,930
-790
-10% -$37.1K 0.15% 107
2019
Q2 		$350K Sell
7,720
-2,071
-21% -$96.5K 0.15% 107
2019
Q1 		$467K Buy
9,791
+1,222
+14% +$60.9K 0.21% 85
2018
Q4 		$445K Sell
8,569
-449
-5% -$24.1K 0.23% 84
2018
Q3 		$560K Buy
9,018
+1
+0% +$59 0.26% 77
2018
Q2 		$499K Sell
9,017
-225
-2% -$12.2K 0.25% 78
2018
Q1 		$585K Buy
9,242
+1,651
+22% +$106K 0.3% 70
2017
Q4 		$465K Buy
7,591
+50
+0.7% +$3.13K 0.25% 82
2017
Q3 		$481K Buy
7,541
+930
+14% +$54.3K 0.28% 78
2017
Q2 		$368K Buy
6,611
+1,120
+20% +$60.9K 0.23% 88
2017
Q1 		$298K Buy
5,491
+1,450
+36% +$79.5K 0.2% 91
2016
Q4 		$236K Buy
4,041
+250
+7% +$13.7K 0.16% 97
2016
Q3 		$204K Buy
3,791
+100
+3% +$6.42K 0.15% 102
2016
Q2 		$271K Hold
3,691
– – 0.2% 85
2016
Q1 		$236K Hold
3,691
– – 0.18% 88
2015
Q4 		$254K Hold
3,691
– – 0.2% 87
2015
Q3 		$230K Hold
3,691
– – 0.19% 94
2015
Q2 		$246K Buy
3,691
+100
+3% +$6.59K 0.19% 95
2015
Q1 		$232K Sell
3,591
-351
-9% -$22K 0.18% 103
2014
Q4 		$233K Buy
+3,942
New +$222K 0.18% 99

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northstar Group's BMY Position: Q1 2026 in Review

Northstar Group reduced its Bristol-Myers Squibb (BMY) stake by 2.4% in Q1 2026, selling an estimated $10.6K and leaving 7,442 shares worth $451K. The position accounts for 0.06% of the portfolio, ranked #110.

Northstar Group first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $625K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Northstar Group held 7,442 shares of Bristol-Myers Squibb worth $451K as of Q1 2026.
  • Northstar Group sold 182 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.6K.
  • Bristol-Myers Squibb made up 0.06% of Northstar Group's portfolio in Q1 2026, its #110 holding.
  • Northstar Group first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
  • Northstar Group's Bristol-Myers Squibb position peaked at $625K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.