Plato Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Plato Investment 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	$6.03M	Buy	99,440 +4,087	+4%	+$238K	0.41%	51
2025 Q4	$5.17M	Buy	95,353 +1,883	+2%	+$90.6K	0.34%	67
2025 Q3	$4.18M	Buy	93,470 +11,276	+14%	+$527K	0.28%	84
2025 Q2	$3.79M	Buy	82,194 +3,589	+5%	+$176K	0.29%	82
2025 Q1	$4.85M	Sell	78,605 -43,619	-36%	-$2.54M	0.41%	49
2024 Q4	$6.94M	Buy	122,224 +4,823	+4%	+$269K	0.51%	31
2024 Q3	$6.07M	Buy	117,401 +13,447	+13%	+$631K	0.49%	38
2024 Q2	$4.32M	Buy	103,954 +21,041	+25%	+$941K	0.4%	56
2024 Q1	$4.5M	Buy	82,913 +78,830	+1,931%	+$4.02M	0.46%	49
2023 Q4	$209K	Buy	+4,083	New	+$214K	0.26%	98

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

Plato Investment Management's BMY Position: Q1 2026 in Review

Plato Investment Management increased its Bristol-Myers Squibb (BMY) stake by 4.3% in Q1 2026, buying an estimated $238K and bringing the position to 99,440 shares worth $6.03M. The position accounts for 0.41% of the portfolio, ranked #51.

Plato Investment Management first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.94M in Q4 2024. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Plato Investment Management held 99,440 shares of Bristol-Myers Squibb worth $6.03M as of Q1 2026.
Plato Investment Management bought 4,087 Bristol-Myers Squibb shares in Q1 2026, an estimated $238K.
Bristol-Myers Squibb made up 0.41% of Plato Investment Management's portfolio in Q1 2026, its #51 holding.
Plato Investment Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Bristol-Myers Squibb position peaked at $6.94M in Q4 2024.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.