Oarsman Capital’s Bristol-Myers Squibb BMY Stock Holding History

Oarsman Capital’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	$2.53M	Buy	41,654 +2,348	+6%	+$137K	0.31%	54
2025 Q4	$2.12M	Buy	39,306 +1,532	+4%	+$73.7K	0.28%	63
2025 Q3	$1.7M	Sell	37,774 -1,909	-5%	-$89.2K	0.24%	74
2025 Q2	$1.84M	Buy	39,683 +4,043	+11%	+$198K	0.29%	65
2025 Q1	$2.17M	Buy	35,640 +9,483	+36%	+$553K	0.39%	54
2024 Q4	$1.48M	Buy	26,157 +281	+1%	+$15.7K	0.26%	78
2024 Q3	$1.34M	Buy	25,876 +981	+4%	+$46K	0.25%	80
2024 Q2	$1.03M	Sell	24,895 -4,138	-14%	-$185K	0.23%	87
2024 Q1	$1.57M	Buy	29,033 +1,012	+4%	+$51.6K	0.38%	63
2023 Q4	$1.44M	Buy	28,021 +554	+2%	+$29.1K	0.38%	62
2023 Q3	$1.59M	Buy	27,467 +4,638	+20%	+$284K	0.67%	40
2023 Q2	$1.46M	Sell	22,829 -313	-1%	-$21K	0.64%	46
2023 Q1	$1.6M	Buy	23,142 +387	+2%	+$27.3K	0.75%	37
2022 Q4	$1.64M	Buy	22,755 +522	+2%	+$39.4K	0.84%	35
2022 Q3	$1.58M	Sell	22,233 -425	-2%	-$30.8K	0.85%	29
2022 Q2	$1.75M	Sell	22,658 -1,820	-7%	-$139K	0.87%	31
2022 Q1	$1.79M	Buy	24,478 +305	+1%	+$20.5K	0.7%	45
2021 Q4	$1.51M	Sell	24,173 -160	-0.7%	-$9.39K	0.59%	51
2021 Q3	$1.44M	Sell	24,333 -973	-4%	-$64.1K	0.58%	55
2021 Q2	$1.69M	Sell	25,306 -7,420	-23%	-$484K	0.67%	47
2021 Q1	$2.07M	Sell	32,726 -5,664	-15%	-$352K	0.89%	27
2020 Q4	$2.38M	Buy	38,390 +195	+0.5%	+$12K	0.93%	30
2020 Q3	$2.3M	Buy	38,195 +1,855	+5%	+$112K	1.04%	26
2020 Q2	$2.14M	Buy	36,340 +20,950	+136%	+$1.25M	1.06%	27
2020 Q1	$858K	Buy	15,390 +10,982	+249%	+$671K	0.79%	42
2019 Q4	$283K	Buy	+4,408	New	+$252K	0.13%	146
2018 Q4	–	Sell	-3,550	Closed	-$220K	–	172
2018 Q3	$220K	Sell	3,550 -200	-5%	-$11.9K	0.09%	170
2018 Q2	$208K	Sell	3,750 -192	-5%	-$10.4K	0.09%	167
2018 Q1	$249K	Buy	3,942 +192	+5%	+$12.4K	0.11%	161
2017 Q4	$230K	Sell	3,750 -26	-0.7%	-$1.63K	0.1%	170
2017 Q3	$241K	Hold	3,776	–	–	0.1%	163
2017 Q2	$210K	Buy	3,776 +1	+0%	+$54	0.1%	172
2017 Q1	$205K	Buy	+3,775	New	+$207K	0.1%	175
2016 Q4	–	Sell	-3,775	Closed	-$204K	–	153
2016 Q3	$204K	Sell	3,775 -550	-13%	-$35.3K	0.1%	176
2016 Q2	$318K	Buy	4,325 +25	+0.6%	+$1.77K	0.17%	139
2016 Q1	$275K	Hold	4,300	–	–	0.15%	151
2015 Q4	$296K	Hold	4,300	–	–	0.17%	146
2015 Q3	$255K	Hold	4,300	–	–	0.15%	153
2015 Q2	$286K	Sell	4,300 -125	-3%	-$8.24K	0.2%	138
2015 Q1	$285K	Hold	4,425	–	–	0.2%	131
2014 Q4	$261K	Hold	4,425	–	–	0.19%	136
2014 Q3	$226K	Hold	4,425	–	–	0.17%	145
2014 Q2	$215K	Hold	4,425	–	–	0.16%	151
2014 Q1	$230K	Buy	4,425 +125	+3%	+$6.65K	0.18%	139
2013 Q4	$229K	Buy	+4,300	New	+$219K	0.18%	138

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

Oarsman Capital's BMY Position: Q1 2026 in Review

Oarsman Capital increased its Bristol-Myers Squibb (BMY) stake by 6% in Q1 2026, buying an estimated $137K and bringing the position to 41,654 shares worth $2.53M. The position accounts for 0.31% of the portfolio, ranked #54.

Oarsman Capital first reported a position in BMY in Q4 2013 and has held it in 45 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Oarsman Capital held 41,654 shares of Bristol-Myers Squibb worth $2.53M as of Q1 2026.
Oarsman Capital bought 2,348 Bristol-Myers Squibb shares in Q1 2026, an estimated $137K.
Bristol-Myers Squibb made up 0.31% of Oarsman Capital's portfolio in Q1 2026, its #54 holding.
Oarsman Capital first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 45 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.