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Probity Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Probity Advisors’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 		$1.12M Buy
18,539
+1,135
+7% +$66.2K 0.18% 93
2025
Q4 		$939K Buy
17,404
+10,381
+148% +$499K 0.15% 97
2025
Q3 		$317K Buy
+7,023
New +$328K 0.05% 194
2022
Q4 		$269K Sell
3,740
-560
-13% -$42.2K 0.06% 161
2022
Q3 		$306K Sell
4,300
-599
-12% -$43.5K 0.08% 147
2022
Q2 		$377K Sell
4,899
-404
-8% -$30.8K 0.09% 138
2022
Q1 		$387K Sell
5,303
-728
-12% -$48.9K 0.08% 147
2021
Q4 		$376K Buy
6,031
+711
+13% +$41.7K 0.07% 150
2021
Q3 		$315K Buy
5,320
+317
+6% +$20.9K 0.07% 172
2021
Q2 		$334K Sell
5,003
-216
-4% -$14.1K 0.07% 158
2021
Q1 		$329K Buy
+5,219
New +$325K 0.07% 153
2020
Q3 		$441K Buy
7,308
+357
+5% +$21.5K 0.12% 123
2020
Q2 		$409K Buy
6,951
+42
+0.6% +$2.51K 0.13% 123
2020
Q1 		$385K Sell
6,909
-200
-3% -$12.2K 0.14% 119
2019
Q4 		$456K Buy
7,109
+2,240
+46% +$128K 0.14% 127
2019
Q3 		$247K Buy
4,869
+171
+4% +$8.04K 0.08% 158
2019
Q2 		$213K Sell
4,698
-796
-14% -$37.1K 0.07% 164
2019
Q1 		$262K Buy
5,494
+706
+15% +$35.2K 0.09% 151
2018
Q4 		$249K Sell
4,788
-101
-2% -$5.43K 0.09% 147
2018
Q3 		$304K Sell
4,889
-237
-5% -$14.1K 0.1% 137
2018
Q2 		$284K Buy
5,126
+313
+7% +$16.9K 0.1% 137
2018
Q1 		$304K Buy
4,813
+91
+2% +$5.85K 0.11% 128
2017
Q4 		$289K Sell
4,722
-319
-6% -$20K 0.1% 132
2017
Q3 		$321K Sell
5,041
-12
-0.2% -$701 0.12% 107
2017
Q2 		$282K Buy
5,053
+524
+12% +$28.5K 0.11% 117
2017
Q1 		$246K Sell
4,529
-1,751
-28% -$96K 0.1% 126
2016
Q4 		$367K Buy
6,280
+343
+6% +$18.8K 0.15% 99
2016
Q3 		$320K Sell
5,937
-638
-10% -$41K 0.14% 107
2016
Q2 		$484K Buy
+6,575
New +$465K 0.22% 88

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

Probity Advisors's BMY Position: Q1 2026 in Review

Probity Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.5% in Q1 2026, buying an estimated $66.2K and bringing the position to 18,539 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #93.

Probity Advisors first reported a position in BMY in Q2 2016 and has held it in 29 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Probity Advisors held 18,539 shares of Bristol-Myers Squibb worth $1.12M as of Q1 2026.
  • Probity Advisors bought 1,135 Bristol-Myers Squibb shares in Q1 2026, an estimated $66.2K.
  • Bristol-Myers Squibb made up 0.18% of Probity Advisors's portfolio in Q1 2026, its #93 holding.
  • Probity Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 29 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.