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Perennial Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Perennial Investment 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
Q1 		$321K Buy
5,295
+269
+5% +$15.7K 0.03% 376
2025
Q4 		$271K Sell
5,026
-21
-0.4% -$1.01K 0.02% 400
2025
Q3 		$228K Sell
5,047
-200
-4% -$9.34K 0.02% 433
2025
Q2 		$243K Sell
5,247
-697
-12% -$34.2K 0.02% 406
2025
Q1 		$362K Buy
5,944
+616
+12% +$35.9K 0.04% 282
2024
Q4 		$301K Buy
5,328
+620
+13% +$34.6K 0.04% 297
2024
Q3 		$244K Buy
+4,708
New +$221K 0.03% 328
2024
Q2 		– Sell
-4,260
Closed -$231K – 374
2024
Q1 		$231K Sell
4,260
-1,016
-19% -$51.8K 0.04% 297
2023
Q4 		$271K Sell
5,276
-18
-0.3% -$945 0.04% 261
2023
Q3 		$307K Sell
5,294
-60
-1% -$3.68K 0.06% 237
2023
Q2 		$342K Sell
5,354
-143
-3% -$9.59K 0.06% 227
2023
Q1 		$381K Buy
5,497
+1,626
+42% +$115K 0.07% 208
2022
Q4 		$279K Buy
3,871
+443
+13% +$33.4K 0.11% 155
2022
Q3 		$244K Buy
+3,428
New +$249K 0.11% 158
2021
Q4 		– Sell
-4,094
Closed -$241K – 229
2021
Q3 		$241K Buy
4,094
+752
+23% +$49.5K 0.09% 182
2021
Q2 		$223K Sell
3,342
-78
-2% -$5.09K 0.08% 190
2021
Q1 		$216K Sell
3,420
-494
-13% -$30.7K 0.09% 173
2020
Q4 		$243K Sell
3,914
-460
-11% -$28.3K 0.1% 136
2020
Q3 		$264K Buy
+4,374
New +$263K 0.13% 119

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

Perennial Investment Advisors's BMY Position: Q1 2026 in Review

Perennial Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.4% in Q1 2026, buying an estimated $15.7K and bringing the position to 5,295 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #376.

Perennial Investment Advisors first reported a position in BMY in Q3 2020 and has held it in 19 quarters since. The position peaked at $381K in Q1 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Perennial Investment Advisors held 5,295 shares of Bristol-Myers Squibb worth $321K as of Q1 2026.
  • Perennial Investment Advisors bought 269 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.7K.
  • Bristol-Myers Squibb made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #376 holding.
  • Perennial Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 19 quarters since.
  • Perennial Investment Advisors's Bristol-Myers Squibb position peaked at $381K in Q1 2023.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.