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Oak Associates’s Bristol-Myers Squibb BMY Stock Holding History

Oak Associates’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 		$7.99M Buy
+131,790
New +$7.68M 0.54% 41
2020
Q2 		– Sell
-31,295
Closed -$1.74M – 136
2020
Q1 		$1.74M Hold
31,295
– – 0.14% 70
2019
Q4 		$2.01M Buy
+31,295
New +$1.79M 0.12% 81

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

Oak Associates's BMY Position: Q1 2026 in Review

Oak Associates opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 131,790 shares worth $7.99M. The stake represents 0.54% of the portfolio and ranks #41 among its holdings. This is a return to the name: Oak Associates previously reported a position in BMY as recently as Q1 2020.

Oak Associates first reported a position in BMY in Q4 2019 and has held it in 3 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Oak Associates held 131,790 shares of Bristol-Myers Squibb worth $7.99M as of Q1 2026.
  • Bristol-Myers Squibb was a new Oak Associates position in Q1 2026.
  • Bristol-Myers Squibb made up 0.54% of Oak Associates's portfolio in Q1 2026, its #41 holding.
  • Oak Associates first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 3 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.