O'Brien Greene & Co’s Bristol-Myers Squibb BMY Stock Holding History

O'Brien Greene & Co’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	$343K	Hold	5,660	–	–	0.1%	109
2025 Q4	$305K	Hold	5,660	–	–	0.09%	113
2025 Q3	$255K	Sell	5,660 -35	-0.6%	-$1.64K	0.08%	117
2025 Q2	$264K	Buy	5,695 +19	+0.3%	+$933	0.09%	113
2025 Q1	$346K	Sell	5,676 -8	-0.1%	-$466	0.12%	100
2024 Q4	$321K	Sell	5,684 -364	-6%	-$20.3K	0.1%	106
2024 Q3	$313K	Sell	6,048 -256	-4%	-$12K	0.1%	113
2024 Q2	$262K	Buy	6,304 +196	+3%	+$8.77K	0.08%	120
2024 Q1	$331K	Hold	6,108	–	–	0.11%	105
2023 Q4	$313K	Sell	6,108 -302	-5%	-$15.9K	0.11%	103
2023 Q3	$372K	Sell	6,410 -150	-2%	-$9.19K	0.14%	90
2023 Q2	$420K	Sell	6,560 -316	-5%	-$21.2K	0.15%	89
2023 Q1	$477K	Hold	6,876	–	–	0.18%	85
2022 Q4	$495K	Sell	6,876 -15,852	-70%	-$1.2M	0.19%	82
2022 Q3	$1.62M	Buy	22,728 +15,152	+200%	+$1.1M	0.21%	72
2022 Q2	$583K	Buy	7,576 +184	+2%	+$14K	0.22%	67
2022 Q1	$540K	Sell	7,392 -34	-0.5%	-$2.28K	0.18%	83
2021 Q4	$463K	Sell	7,426 -184	-2%	-$10.8K	0.15%	93
2021 Q3	$450K	Hold	7,610	–	–	0.16%	93
2021 Q2	$509K	Hold	7,610	–	–	0.18%	83
2021 Q1	$480K	Buy	7,610 +1,200	+19%	+$74.7K	0.19%	83
2020 Q4	$398K	Buy	+6,410	New	+$394K	0.16%	90
2020 Q1	–	Sell	-3,189	Closed	-$205K	–	102
2019 Q4	$205K	Buy	+3,189	New	+$183K	0.1%	101

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

O'Brien Greene & Co's BMY Position: Q1 2026 in Review

O'Brien Greene & Co held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,660 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #109.

O'Brien Greene & Co first reported a position in BMY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.62M in Q3 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

O'Brien Greene & Co held 5,660 shares of Bristol-Myers Squibb worth $343K as of Q1 2026.
O'Brien Greene & Co left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.1% of O'Brien Greene & Co's portfolio in Q1 2026, its #109 holding.
O'Brien Greene & Co first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 23 quarters since.
O'Brien Greene & Co's Bristol-Myers Squibb position peaked at $1.62M in Q3 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.