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Patten & Patten’s Bristol-Myers Squibb BMY Stock Holding History

Patten & Patten’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 		$1.08M Buy
17,860
+1,503
+9% +$87.6K 0.07% 176
2025
Q4 		$882K Sell
16,357
-2,692
-14% -$130K 0.05% 194
2025
Q3 		$859K Sell
19,049
-23,159
-55% -$1.08M 0.05% 196
2025
Q2 		$1.95M Sell
42,208
-26,111
-38% -$1.28M 0.13% 122
2025
Q1 		$4.17M Sell
68,319
-3,232
-5% -$188K 0.28% 72
2024
Q4 		$4.05M Sell
71,551
-6,728
-9% -$376K 0.27% 76
2024
Q3 		$4.05M Sell
78,279
-1,468
-2% -$68.9K 0.27% 72
2024
Q2 		$3.31M Sell
79,747
-9,030
-10% -$404K 0.23% 81
2024
Q1 		$4.81M Buy
88,777
+4,067
+5% +$207K 0.34% 68
2023
Q4 		$4.35M Sell
84,710
-18,317
-18% -$961K 0.36% 66
2023
Q3 		$5.98M Sell
103,027
-7,283
-7% -$446K 0.53% 52
2023
Q2 		$7.05M Buy
110,310
+4,323
+4% +$290K 0.58% 52
2023
Q1 		$7.35M Buy
105,987
+313
+0.3% +$22.1K 0.65% 48
2022
Q4 		$7.6M Sell
105,674
-3,494
-3% -$263K 0.69% 47
2022
Q3 		$7.76M Sell
109,168
-1,050
-1% -$76.2K 0.74% 44
2022
Q2 		$8.49M Buy
110,218
+1,748
+2% +$133K 0.75% 43
2022
Q1 		$7.92M Buy
108,470
+3,492
+3% +$234K 0.58% 52
2021
Q4 		$6.54M Buy
104,978
+7,119
+7% +$418K 0.45% 65
2021
Q3 		$5.79M Buy
97,859
+2,444
+3% +$161K 0.44% 65
2021
Q2 		$6.38M Buy
95,415
+2,455
+3% +$160K 0.49% 57
2021
Q1 		$5.87M Buy
92,960
+1,834
+2% +$114K 0.48% 62
2020
Q4 		$5.65M Buy
91,126
+5,202
+6% +$320K 0.49% 55
2020
Q3 		$5.18M Buy
85,924
+5,621
+7% +$338K 0.52% 53
2020
Q2 		$4.72M Buy
80,303
+32,776
+69% +$1.96M 0.52% 51
2020
Q1 		$2.65M Buy
47,527
+4,499
+10% +$275K 0.35% 70
2019
Q4 		$2.76M Buy
43,028
+2,404
+6% +$138K 0.28% 81
2019
Q3 		$2.06M Sell
40,624
-503
-1% -$23.6K 0.23% 89
2019
Q2 		$1.86M Sell
41,127
-7,770
-16% -$362K 0.2% 96
2019
Q1 		$2.33M Sell
48,897
-643
-1% -$32K 0.26% 83
2018
Q4 		$2.58M Sell
49,540
-128,472
-72% -$6.9M 0.32% 80
2018
Q3 		$11.1M Buy
178,012
+506
+0.3% +$30K 1.09% 30
2018
Q2 		$9.82M Sell
177,506
-4,424
-2% -$239K 1.01% 33
2018
Q1 		$11.5M Buy
181,930
+5,116
+3% +$329K 1.18% 26
2017
Q4 		$10.8M Buy
176,814
+9,251
+6% +$579K 1.08% 28
2017
Q3 		$10.7M Buy
167,563
+22,456
+15% +$1.31M 1.13% 27
2017
Q2 		$8.09M Buy
145,107
+12,679
+10% +$690K 0.89% 36
2017
Q1 		$7.2M Buy
132,428
+2,717
+2% +$149K 0.83% 41
2016
Q4 		$7.58M Buy
129,711
+94,506
+268% +$5.17M 0.93% 35
2016
Q3 		$1.9M Buy
35,205
+11,629
+49% +$747K 0.24% 88
2016
Q2 		$1.73M Buy
23,576
+5
+0% +$353 0.24% 85
2016
Q1 		$1.51M Buy
23,571
+5
+0% +$315 0.22% 91
2015
Q4 		$1.62M Buy
23,566
+1,650
+8% +$109K 0.22% 88
2015
Q3 		$1.3M Sell
21,916
-170
-0.8% -$10.8K 0.2% 93
2015
Q2 		$1.47M Buy
22,086
+814
+4% +$53.6K 0.21% 96
2015
Q1 		$1.37M Buy
21,272
+936
+5% +$58.6K 0.2% 97
2014
Q4 		$1.2M Buy
20,336
+3,355
+20% +$189K 0.18% 103
2014
Q3 		$869K Buy
16,981
+955
+6% +$47.7K 0.14% 122
2014
Q2 		$777K Sell
16,026
-3,974
-20% -$196K 0.13% 121
2014
Q1 		$1.04M Buy
20,000
+7,987
+66% +$425K 0.14% 127
2013
Q4 		$638K Buy
12,013
+3,471
+41% +$177K 0.09% 166
2013
Q3 		$395K Sell
8,542
-1
-0% -$44 0.06% 181
2013
Q2 		$382K Buy
+8,543
New +$371K 0.06% 176

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

Patten & Patten's BMY Position: Q1 2026 in Review

Patten & Patten increased its Bristol-Myers Squibb (BMY) stake by 9.2% in Q1 2026, buying an estimated $87.6K and bringing the position to 17,860 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #176.

Patten & Patten first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.5M in Q1 2018. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Patten & Patten held 17,860 shares of Bristol-Myers Squibb worth $1.08M as of Q1 2026.
  • Patten & Patten bought 1,503 Bristol-Myers Squibb shares in Q1 2026, an estimated $87.6K.
  • Bristol-Myers Squibb made up 0.07% of Patten & Patten's portfolio in Q1 2026, its #176 holding.
  • Patten & Patten first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's Bristol-Myers Squibb position peaked at $11.5M in Q1 2018.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.