Oxbow Advisors
BMY icon

Oxbow Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Oxbow Advisors’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
Q3 		$9.03M Buy
+144,763
New +$9.15M 0.65% 33
2026
Q1 		– Sell
-179,524
Closed -$9.7M – 252
2025
Q4 		$9.7M Buy
179,524
+35,740
+25% +$1.72M 0.85% 24
2025
Q3 		$6.48M Buy
+143,784
New +$6.72M 0.6% 37
2024
Q1 		– Sell
-76,201
Closed -$3.91M – 225
2023
Q4 		$3.91M Buy
+76,201
New +$4M 0.59% 46
2019
Q3 		– Sell
-23,152
Closed -$1.05M – 298
2019
Q2 		$1.05M Sell
23,152
-33,764
-59% -$1.57M 0.13% 150
2019
Q1 		$2.72M Buy
56,916
+3,065
+6% +$153K 0.33% 74
2018
Q4 		$2.8M Buy
53,851
+35,956
+201% +$1.93M 0.37% 60
2018
Q3 		$1.11M Buy
+17,895
New +$1.06M 0.13% 139
2017
Q2 		– Sell
-20,716
Closed -$1.13M – 239
2017
Q1 		$1.13M Buy
20,716
+581
+3% +$31.9K 0.18% 126
2016
Q4 		$1.18M Sell
20,135
-41,096
-67% -$2.25M 0.15% 129
2016
Q3 		$3.3M Sell
61,231
-2,961
-5% -$190K 0.45% 68
2016
Q2 		$4.72M Sell
64,192
-5,718
-8% -$404K 0.68% 42
2016
Q1 		$4.47M Sell
69,910
-5,158
-7% -$325K 0.63% 44
2015
Q4 		$5.16M Buy
75,068
+9,070
+14% +$599K 0.65% 45
2015
Q3 		$3.91M Sell
65,998
-8,127
-11% -$516K 0.64% 43
2015
Q2 		$4.93M Sell
74,125
-2,550
-3% -$168K 0.64% 42
2015
Q1 		$4.95M Buy
+76,675
New +$4.8M 0.74% 40
2014
Q2 		– Sell
-26,035
Closed -$1.35M – 217
2014
Q1 		$1.35M Sell
26,035
-7,995
-23% -$425K 0.2% 97
2013
Q4 		$1.81M Buy
34,030
+15,430
+83% +$786K 0.26% 92
2013
Q3 		$861K Sell
18,600
-550
-3% -$24.1K 0.14% 113
2013
Q2 		$856K Buy
+19,150
New +$831K 0.15% 101

Other funds holding BMY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Oxbow Advisors's BMY Position: Q3 2026 in Review

Oxbow Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 144,763 shares worth $9.03M. The stake represents 0.65% of the portfolio and ranks #33 among its holdings. This is a return to the name: Oxbow Advisors previously reported a position in BMY as recently as Q4 2025.

Oxbow Advisors first reported a position in BMY in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.7M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Oxbow Advisors held 144,763 shares of Bristol-Myers Squibb worth $9.03M as of Q3 2026.
  • Bristol-Myers Squibb was a new Oxbow Advisors position in Q3 2026.
  • Bristol-Myers Squibb made up 0.65% of Oxbow Advisors's portfolio in Q3 2026, its #33 holding.
  • Oxbow Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 21 quarters since.
  • Oxbow Advisors's Bristol-Myers Squibb position peaked at $9.7M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Oxbow Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.