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Partners Capital Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Partners Capital Investment Group’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 		$4.29M Sell
70,708
-8,264
-10% -$482K 0.16% 60
2025
Q4 		$4.26M Buy
78,972
+6,762
+9% +$325K 0.16% 64
2025
Q3 		$3.26M Hold
72,210
– – 0.13% 83
2025
Q2 		$3.34M Sell
72,210
-95,209
-57% -$4.67M 0.13% 80
2025
Q1 		$10.2M Buy
167,419
+78,649
+89% +$4.58M 0.17% 66
2024
Q4 		$5.02M Sell
88,770
-82,205
-48% -$4.59M 0.14% 63
2024
Q3 		$8.85M Sell
170,975
-9,707
-5% -$455K 0.14% 74
2024
Q2 		$7.5M Buy
180,682
+76,420
+73% +$3.42M 0.13% 82
2024
Q1 		$5.65M Sell
104,262
-105,016
-50% -$5.35M 0.15% 75
2023
Q4 		$10.7M Buy
209,278
+58,923
+39% +$3.09M 0.24% 69
2023
Q3 		$8.73M Sell
150,355
-3,371
-2% -$207K 0.21% 78
2023
Q2 		$9.83M Sell
153,726
-62,572
-29% -$4.2M 0.21% 78
2023
Q1 		$15M Buy
216,298
+38,887
+22% +$2.74M 0.64% 32
2022
Q4 		$12.8M Buy
177,411
+65,660
+59% +$4.95M 0.61% 41
2022
Q3 		$7.94M Buy
+111,751
New +$8.11M 0.47% 56
2021
Q2 		– Sell
-5,357
Closed -$338K – 143
2021
Q1 		$338K Hold
5,357
– – 0.01% 136
2020
Q4 		$332K Hold
5,357
– – 0.02% 113
2020
Q3 		$323K Hold
5,357
– – 0.02% 104
2020
Q2 		$315K Buy
+5,357
New +$320K 0.02% 107

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

Partners Capital Investment Group's BMY Position: Q1 2026 in Review

Partners Capital Investment Group reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $482K and leaving 70,708 shares worth $4.29M. The position accounts for 0.16% of the portfolio, ranked #60.

Partners Capital Investment Group first reported a position in BMY in Q2 2020 and has held it in 19 quarters since. The position peaked at $15M in Q1 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Partners Capital Investment Group held 70,708 shares of Bristol-Myers Squibb worth $4.29M as of Q1 2026.
  • Partners Capital Investment Group sold 8,264 Bristol-Myers Squibb shares in Q1 2026, an estimated $482K.
  • Bristol-Myers Squibb made up 0.16% of Partners Capital Investment Group's portfolio in Q1 2026, its #60 holding.
  • Partners Capital Investment Group first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 19 quarters since.
  • Partners Capital Investment Group's Bristol-Myers Squibb position peaked at $15M in Q1 2023.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.