Occudo Quantitative Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-61,820	Closed	-$3.33M	–	755
2025 Q4	$3.33M	Sell	61,820 -8,692	-12%	-$418K	0.22%	139
2025 Q3	$3.18M	Buy	+70,512	New	+$3.29M	0.39%	57
2024 Q3	–	Sell	-37,843	Closed	-$1.57M	–	718
2024 Q2	$1.57M	Buy	+37,843	New	+$1.69M	0.28%	97
2024 Q1	–	Sell	-18,093	Closed	-$928K	–	754
2023 Q4	$928K	Sell	18,093 -13,639	-43%	-$716K	0.13%	224
2023 Q3	$1.84M	Buy	+31,732	New	+$1.94M	0.24%	112
2022 Q2	–	Sell	-20,422	Closed	-$1.49M	–	1143
2022 Q1	$1.49M	Buy	+20,422	New	+$1.37M	0.12%	259
2021 Q3	–	Sell	-17,355	Closed	-$1.16M	–	1017
2021 Q2	$1.16M	Buy	17,355 +9,343	+117%	+$609K	0.18%	176
2021 Q1	$506K	Buy	+8,012	New	+$498K	0.11%	330

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Occudo Quantitative Strategies's BMY Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 61,820 shares — an estimated $3.33M sold.

Occudo Quantitative Strategies first reported a position in BMY in Q1 2021 and held it in 8 quarters. The position peaked at $3.33M in Q4 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 61,820 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.33M.
Occudo Quantitative Strategies first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 8 quarters.
Occudo Quantitative Strategies's Bristol-Myers Squibb position peaked at $3.33M in Q4 2025.
2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.