Ogorek Anthony Joseph’s Bristol-Myers Squibb BMY Stock Holding History

Ogorek Anthony Joseph’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	$84K	Hold	1,392	–	–	0.02%	116
2025 Q4	$75K	Buy	1,392 +301	+28%	+$14.5K	0.02%	126
2025 Q3	$49K	Sell	1,091 -295	-21%	-$13.8K	0.01%	167
2025 Q2	$64K	Sell	1,386 -33	-2%	-$1.62K	0.02%	137
2025 Q1	$86K	Buy	1,419 +1,223	+624%	+$71.3K	0.03%	106
2024 Q4	$11K	Hold	196	–	–	﹤0.01%	213
2024 Q3	$10K	Sell	196 -200	-51%	-$9.38K	﹤0.01%	207
2024 Q2	$16K	Buy	396 +200	+102%	+$8.95K	0.01%	180
2024 Q1	$10K	Hold	196	–	–	﹤0.01%	205
2023 Q4	$10K	Buy	+196	New	+$10.3K	﹤0.01%	208
2022 Q1	–	Sell	-183	Closed	-$11K	–	246
2021 Q4	$11K	Hold	183	–	–	﹤0.01%	171
2021 Q3	$10K	Hold	183	–	–	﹤0.01%	172
2021 Q2	$12K	Hold	183	–	–	0.01%	150
2021 Q1	$11K	Hold	183	–	–	0.01%	144
2020 Q4	$11K	Hold	183	–	–	0.01%	135
2020 Q3	$11K	Hold	183	–	–	0.01%	111
2020 Q2	$10K	Hold	183	–	–	0.01%	117
2020 Q1	$10K	Hold	183	–	–	0.01%	116
2019 Q4	$11K	Buy	+183	New	+$10.5K	0.01%	134
2016 Q1	–	Sell	-329	Closed	-$23K	–	64
2015 Q4	$23K	Buy	329 +2	+0.6%	+$132	0.02%	44
2015 Q3	$19K	Buy	327 +2	+0.6%	+$127	0.02%	39
2015 Q2	$22K	Buy	+325	New	+$21.4K	0.02%	39

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

Ogorek Anthony Joseph's BMY Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,392 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #116.

Ogorek Anthony Joseph first reported a position in BMY in Q2 2015 and has held it in 22 quarters since. The position peaked at $86K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Ogorek Anthony Joseph held 1,392 shares of Bristol-Myers Squibb worth $84K as of Q1 2026.
Ogorek Anthony Joseph left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #116 holding.
Ogorek Anthony Joseph first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 22 quarters since.
Ogorek Anthony Joseph's Bristol-Myers Squibb position peaked at $86K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.