Pinnacle West Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Pinnacle West Asset Management’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	$873K	Buy	14,400 +50	+0.3%	+$2.92K	0.59%	47
2025 Q4	$774K	Buy	14,350 +300	+2%	+$14.4K	0.5%	56
2025 Q3	$634K	Buy	14,050 +375	+3%	+$17.5K	0.41%	63
2025 Q2	$633K	Sell	13,675 -50	-0.4%	-$2.45K	0.44%	62
2025 Q1	$837K	Buy	13,725 +175	+1%	+$10.2K	0.6%	48
2024 Q4	$766K	Hold	13,550	–	–	0.55%	51
2024 Q3	$701K	Buy	13,550 +300	+2%	+$14.1K	0.5%	62
2024 Q2	$550K	Buy	13,250 +195	+1%	+$8.72K	0.43%	64
2024 Q1	$708K	Sell	13,055 -85	-0.6%	-$4.33K	0.56%	55
2023 Q4	$674K	Buy	13,140 +467	+4%	+$24.5K	0.58%	55
2023 Q3	$736K	Buy	12,673 +430	+4%	+$26.3K	0.72%	48
2023 Q2	$783K	Sell	12,243 -92	-0.7%	-$6.17K	0.76%	49
2023 Q1	$855K	Buy	+12,335	New	+$870K	0.89%	42

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

Pinnacle West Asset Management's BMY Position: Q1 2026 in Review

Pinnacle West Asset Management increased its Bristol-Myers Squibb (BMY) stake by 0.35% in Q1 2026, buying an estimated $2.92K and bringing the position to 14,400 shares worth $873K. The position accounts for 0.59% of the portfolio, ranked #47.

Pinnacle West Asset Management first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Pinnacle West Asset Management held 14,400 shares of Bristol-Myers Squibb worth $873K as of Q1 2026.
Pinnacle West Asset Management bought 50 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.92K.
Bristol-Myers Squibb made up 0.59% of Pinnacle West Asset Management's portfolio in Q1 2026, its #47 holding.
Pinnacle West Asset Management first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.