Osaic Holdings
BMY icon

Osaic Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Osaic Holdings’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
2022
Q2 		– Sell
-26
Closed -$1K – 7342
2022
Q1 		$1K Buy
+26
New +$1.75K ﹤0.01% 6993
2020
Q3 		– Sell
-26
Closed -$3K – 6206
2020
Q2 		$3K Buy
+26
New +$1.55K ﹤0.01% 5632

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

Osaic Holdings's BMY Position: Q1 2026 in Review

Osaic Holdings increased its Bristol-Myers Squibb (BMY) stake by 4.5% in Q1 2026, buying an estimated $2.09M and bringing the position to 827,253 shares worth $50.2M. The position accounts for 0.07% of the portfolio, ranked #278.

Osaic Holdings first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Osaic Holdings held 827,253 shares of Bristol-Myers Squibb worth $50.2M as of Q1 2026.
  • Osaic Holdings bought 35,779 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.09M.
  • Bristol-Myers Squibb made up 0.07% of Osaic Holdings's portfolio in Q1 2026, its #278 holding.
  • Osaic Holdings first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.