Principal Financial Group
BMY icon

Principal Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Principal Financial Group’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 		$141M Buy
2,321,918
+119
+0% +$6.94K 0.08% 227
2025
Q4 		$125M Sell
2,321,799
-37,903
-2% -$1.82M 0.06% 241
2025
Q3 		$106M Sell
2,359,702
-63,551
-3% -$2.97M 0.05% 265
2025
Q2 		$112M Sell
2,423,253
-52,995
-2% -$2.6M 0.06% 258
2025
Q1 		$151M Buy
2,476,248
+32,394
+1% +$1.89M 0.08% 209
2024
Q4 		$138M Sell
2,443,854
-14,682
-0.6% -$820K 0.08% 224
2024
Q3 		$127M Buy
2,458,536
+102,790
+4% +$4.82M 0.07% 244
2024
Q2 		$97.8M Sell
2,355,746
-82,140
-3% -$3.68M 0.06% 262
2024
Q1 		$132M Buy
2,437,886
+13,282
+0.5% +$677K 0.08% 220
2023
Q4 		$124M Sell
2,424,604
-310,855
-11% -$16.3M 0.08% 209
2023
Q3 		$159M Sell
2,735,459
-110,846
-4% -$6.79M 0.11% 171
2023
Q2 		$182M Sell
2,846,305
-417,523
-13% -$28M 0.12% 165
2023
Q1 		$226M Sell
3,263,828
-49,068
-1% -$3.46M 0.16% 143
2022
Q4 		$238M Buy
3,312,896
+249,290
+8% +$18.8M 0.18% 133
2022
Q3 		$218M Buy
3,063,606
+27,016
+0.9% +$1.96M 0.17% 136
2022
Q2 		$234M Buy
3,036,590
+2,540
+0.1% +$193K 0.17% 137
2022
Q1 		$222M Buy
3,034,050
+93,104
+3% +$6.25M 0.14% 162
2021
Q4 		$183M Sell
2,940,946
-273,099
-8% -$16M 0.11% 190
2021
Q3 		$190M Sell
3,214,045
-144,718
-4% -$9.53M 0.12% 178
2021
Q2 		$224M Sell
3,358,763
-89,982
-3% -$5.87M 0.15% 164
2021
Q1 		$218M Sell
3,448,745
-208,595
-6% -$13M 0.15% 155
2020
Q4 		$227M Sell
3,657,340
-21,316
-0.6% -$1.31M 0.17% 147
2020
Q3 		$222M Sell
3,678,656
-116,926
-3% -$7.04M 0.19% 135
2020
Q2 		$223M Buy
3,795,582
+129,150
+4% +$7.72M 0.2% 135
2020
Q1 		$204M Sell
3,666,432
-52,041
-1% -$3.18M 0.23% 124
2019
Q4 		$239M Buy
3,718,473
+855,286
+30% +$49M 0.2% 135
2019
Q3 		$145M Sell
2,863,187
-62,808
-2% -$2.95M 0.13% 200
2019
Q2 		$133M Buy
2,925,995
+141,996
+5% +$6.61M 0.12% 204
2019
Q1 		$133M Sell
2,783,999
-7,447
-0.3% -$371K 0.12% 197
2018
Q4 		$145M Sell
2,791,446
-338,500
-11% -$18.2M 0.15% 162
2018
Q3 		$194M Buy
3,129,946
+7,261
+0.2% +$431K 0.17% 136
2018
Q2 		$173M Buy
3,122,685
+28,551
+0.9% +$1.54M 0.16% 150
2018
Q1 		$196M Buy
3,094,134
+225,999
+8% +$14.5M 0.19% 127
2017
Q4 		$176M Buy
2,868,135
+263,884
+10% +$16.5M 0.16% 156
2017
Q3 		$166M Sell
2,604,251
-200,990
-7% -$11.7M 0.16% 156
2017
Q2 		$156M Buy
2,805,241
+366,762
+15% +$20M 0.16% 162
2017
Q1 		$133M Sell
2,438,479
-106,929
-4% -$5.86M 0.16% 147
2016
Q4 		$149M Sell
2,545,408
-2,556
-0.1% -$140K 0.19% 124
2016
Q3 		$137M Sell
2,547,964
-125,952
-5% -$8.09M 0.18% 129
2016
Q2 		$197M Buy
2,673,916
+267,419
+11% +$18.9M 0.27% 94
2016
Q1 		$154M Sell
2,406,497
-3,739
-0.2% -$236K 0.22% 115
2015
Q4 		$166M Buy
2,410,236
+19,935
+0.8% +$1.32M 0.25% 107
2015
Q3 		$142M Buy
2,390,301
+58,182
+2% +$3.69M 0.22% 127
2015
Q2 		$155M Buy
2,332,119
+134,209
+6% +$8.84M 0.23% 124
2015
Q1 		$142M Buy
2,197,910
+117,607
+6% +$7.36M 0.21% 136
2014
Q4 		$123M Sell
2,080,303
-351,153
-14% -$19.8M 0.19% 143
2014
Q3 		$124M Buy
2,431,456
+25,295
+1% +$1.26M 0.21% 126
2014
Q2 		$117M Buy
2,406,161
+414,354
+21% +$20.4M 0.2% 135
2014
Q1 		$103M Buy
1,991,807
+46,706
+2% +$2.49M 0.18% 144
2013
Q4 		$103M Buy
1,945,101
+7,263
+0.4% +$370K 0.19% 138
2013
Q3 		$89.7M Buy
1,937,838
+36,810
+2% +$1.62M 0.19% 148
2013
Q2 		$85M Buy
+1,901,028
New +$82.5M 0.19% 143

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

Principal Financial Group's BMY Position: Q1 2026 in Review

Principal Financial Group increased its Bristol-Myers Squibb (BMY) stake by 0.01% in Q1 2026, buying an estimated $6.94K and bringing the position to 2,321,918 shares worth $141M. The position accounts for 0.08% of the portfolio, ranked #227.

Principal Financial Group first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $239M in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Principal Financial Group held 2,321,918 shares of Bristol-Myers Squibb worth $141M as of Q1 2026.
  • Principal Financial Group bought 119 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.94K.
  • Bristol-Myers Squibb made up 0.08% of Principal Financial Group's portfolio in Q1 2026, its #227 holding.
  • Principal Financial Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Bristol-Myers Squibb position peaked at $239M in Q4 2019.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.