Pettyjohn Wood & White’s Bristol-Myers Squibb BMY Stock Holding History

Pettyjohn Wood & White’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	$265K	Hold	4,373	–	–	0.04%	187
2025 Q4	$236K	Sell	4,373 -356	-8%	-$17.1K	0.04%	196
2025 Q3	$213K	Hold	4,729	–	–	0.04%	195
2025 Q2	$219K	Sell	4,729 -300	-6%	-$14.7K	0.04%	189
2025 Q1	$307K	Sell	5,029 -1,435	-22%	-$83.6K	0.06%	152
2024 Q4	$366K	Sell	6,464 -328	-5%	-$18.3K	0.07%	149
2024 Q3	$351K	Hold	6,792	–	–	0.06%	155
2024 Q2	$282K	Sell	6,792 -200	-3%	-$8.95K	0.05%	170
2024 Q1	$379K	Hold	6,992	–	–	0.08%	143
2023 Q4	$359K	Sell	6,992 -438	-6%	-$23K	0.08%	142
2023 Q3	$431K	Buy	7,430 +123	+2%	+$7.54K	0.1%	117
2023 Q2	$467K	Buy	7,307 +250	+4%	+$16.8K	0.11%	108
2023 Q1	$489K	Sell	7,057 -100	-1%	-$7.05K	0.12%	109
2022 Q4	$515K	Hold	7,157	–	–	0.13%	107
2022 Q3	$509K	Hold	7,157	–	–	0.14%	102
2022 Q2	$551K	Buy	7,157 +248	+4%	+$18.9K	0.13%	102
2022 Q1	$505K	Hold	6,909	–	–	0.11%	105
2021 Q4	$431K	Hold	6,909	–	–	0.09%	120
2021 Q3	$409K	Sell	6,909 -100	-1%	-$6.59K	0.09%	120
2021 Q2	$468K	Sell	7,009 -250	-3%	-$16.3K	0.1%	109
2021 Q1	$458K	Buy	7,259 +8	+0.1%	+$498	0.11%	109
2020 Q4	$450K	Sell	7,251 -50	-0.7%	-$3.07K	0.11%	104
2020 Q3	$440K	Sell	7,301 -83	-1%	-$5K	0.13%	100
2020 Q2	$434K	Sell	7,384 -250	-3%	-$15K	0.14%	98
2020 Q1	$426K	Buy	7,634 +102	+1%	+$6.23K	0.16%	94
2019 Q4	$483K	Sell	7,532 -127	-2%	-$7.27K	0.14%	99
2019 Q3	$388K	Hold	7,659	–	–	0.12%	108
2019 Q2	$347K	Buy	7,659 +2,406	+46%	+$112K	0.11%	113
2019 Q1	$251K	Hold	5,253	–	–	0.08%	127
2018 Q4	$273K	Hold	5,253	–	–	0.1%	119
2018 Q3	$326K	Sell	5,253 -1,240	-19%	-$73.6K	0.11%	118
2018 Q2	$359K	Sell	6,493 -132	-2%	-$7.13K	0.13%	115
2018 Q1	$419K	Buy	6,625 +100	+2%	+$6.43K	0.15%	101
2017 Q4	$400K	Sell	6,525 -600	-8%	-$37.5K	0.14%	101
2017 Q3	$454K	Sell	7,125 -200	-3%	-$11.7K	0.17%	96
2017 Q2	$408K	Sell	7,325 -500	-6%	-$27.2K	0.15%	99
2017 Q1	$426K	Buy	7,825 +40	+0.5%	+$2.19K	0.16%	97
2016 Q4	$455K	Hold	7,785	–	–	0.18%	94
2016 Q3	$420K	Sell	7,785 -490	-6%	-$31.5K	0.2%	85
2016 Q2	$609K	Sell	8,275 -1,000	-11%	-$70.7K	0.24%	85
2016 Q1	$592K	Buy	9,275 +150	+2%	+$9.46K	0.24%	84
2015 Q4	$628K	Buy	9,125 +1,200	+15%	+$79.3K	0.27%	82
2015 Q3	$469K	Sell	7,925 -500	-6%	-$31.7K	0.22%	84
2015 Q2	$561K	Sell	8,425 -400	-5%	-$26.4K	0.24%	84
2015 Q1	$569K	Hold	8,825	–	–	0.24%	86
2014 Q4	$521K	Sell	8,825 -100	-1%	-$5.64K	0.22%	86
2014 Q3	$457K	Sell	8,925 -100	-1%	-$5K	0.2%	88
2014 Q2	$438K	Sell	9,025 -100	-1%	-$4.93K	0.19%	94
2014 Q1	$474K	Buy	9,125 +4,690	+106%	+$250K	0.22%	91
2013 Q4	$236K	Hold	4,435	–	–	0.14%	98
2013 Q3	$205K	Buy	+4,435	New	+$195K	0.13%	96

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pettyjohn Wood & White's BMY Position: Q1 2026 in Review

Pettyjohn Wood & White held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,373 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #187.

Pettyjohn Wood & White first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. The position peaked at $628K in Q4 2015. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Pettyjohn Wood & White held 4,373 shares of Bristol-Myers Squibb worth $265K as of Q1 2026.
Pettyjohn Wood & White left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.04% of Pettyjohn Wood & White's portfolio in Q1 2026, its #187 holding.
Pettyjohn Wood & White first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
Pettyjohn Wood & White's Bristol-Myers Squibb position peaked at $628K in Q4 2015.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.