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Principal Street Partners’s Bristol-Myers Squibb BMY Stock Holding History

Principal Street Partners’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 		$7.55M Sell
124,527
-314
-0.3% -$18.3K 1.23% 23
2025
Q4 		$6.73M Buy
124,841
+250
+0.2% +$12K 1.14% 31
2025
Q3 		$5.62M Sell
124,591
-5,715
-4% -$267K 0.9% 49
2025
Q2 		$6.03M Buy
130,306
+8,071
+7% +$396K 0.59% 45
2025
Q1 		$7.46M Buy
122,235
+1,967
+2% +$115K 1.39% 15
2024
Q4 		$6.8M Buy
120,268
+2,053
+2% +$115K 1.34% 19
2024
Q3 		$6.12M Sell
118,215
-13,807
-10% -$648K 1% 32
2024
Q2 		$5.48M Sell
132,022
-5,072
-4% -$227K 0.98% 49
2024
Q1 		$7.14M Buy
137,094
+56,188
+69% +$2.86M 1.35% 23
2023
Q4 		$4.15M Buy
80,906
+1,175
+1% +$61.7K 1% 48
2023
Q3 		$4.63M Buy
79,731
+5,076
+7% +$311K 0.92% 34
2023
Q2 		$4.77M Sell
74,655
-3,290
-4% -$221K 1.13% 37
2023
Q1 		$5.4M Buy
77,945
+2,222
+3% +$157K 1.37% 24
2022
Q4 		$5.45M Buy
75,723
+540
+0.7% +$40.7K 1.37% 30
2022
Q3 		$5.34M Sell
75,183
-2,112
-3% -$153K 1.42% 11
2022
Q2 		$5.95M Sell
77,295
-16,581
-18% -$1.26M 1.54% 14
2022
Q1 		$6.86M Buy
93,876
+5,176
+6% +$348K 1.57% 13
2021
Q4 		$5.53M Buy
88,700
+13,730
+18% +$805K 1.33% 22
2021
Q3 		$4.44M Sell
74,970
-2,419
-3% -$159K 1.21% 39
2021
Q2 		$5.17M Sell
77,389
-117,340
-60% -$7.65M 1.36% 19
2021
Q1 		$12.3M Buy
194,729
+122,296
+169% +$7.61M 1.59% 35
2020
Q4 		$4.49M Sell
72,433
-6,560
-8% -$403K 1.38% 25
2020
Q3 		$4.76M Sell
78,993
-6,582
-8% -$396K 1.67% 14
2020
Q2 		$5.03M Sell
85,575
-32,176
-27% -$1.92M 1.88% 7
2020
Q1 		$6.56M Sell
117,751
-39,537
-25% -$2.42M 2.75% 2
2019
Q4 		$10.1M Buy
157,288
+6,295
+4% +$361K 2.25% 2
2019
Q3 		$7.66M Buy
+150,993
New +$7.1M 1.92% 14

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 Street Partners's BMY Position: Q1 2026 in Review

Principal Street Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.25% in Q1 2026, selling an estimated $18.3K and leaving 124,527 shares worth $7.55M. The position accounts for 1.23% of the portfolio, ranked #23.

Principal Street Partners first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Principal Street Partners held 124,527 shares of Bristol-Myers Squibb worth $7.55M as of Q1 2026.
  • Principal Street Partners sold 314 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.3K.
  • Bristol-Myers Squibb made up 1.23% of Principal Street Partners's portfolio in Q1 2026, its #23 holding.
  • Principal Street Partners first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
  • Principal Street Partners's Bristol-Myers Squibb position peaked at $12.3M in Q1 2021.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.