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Prudent Man Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Prudent Man 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 		$650K Buy
10,713
+3,659
+52% +$213K 0.19% 97
2025
Q4 		$380K Sell
7,054
-87
-1% -$4.18K 0.14% 109
2025
Q3 		$322K Sell
7,141
-5,162
-42% -$241K 0.12% 119
2025
Q2 		$570K Sell
12,303
-282
-2% -$13.8K 0.18% 117
2025
Q1 		$768K Buy
12,585
+273
+2% +$15.9K 0.28% 84
2024
Q4 		$696K Sell
12,312
-2,244
-15% -$125K 0.25% 88
2024
Q3 		$753K Buy
14,556
+3,551
+32% +$167K 0.25% 96
2024
Q2 		$457K Buy
11,005
+420
+4% +$18.8K 0.16% 120
2024
Q1 		$574K Sell
10,585
-965
-8% -$49.2K 0.22% 113
2023
Q4 		$593K Sell
11,550
-683
-6% -$35.9K 0.22% 103
2023
Q3 		$710K Hold
12,233
– – 0.28% 80
2023
Q2 		$782K Sell
12,233
-147
-1% -$9.86K 0.29% 72
2023
Q1 		$858K Sell
12,380
-283
-2% -$20K 0.34% 64
2022
Q4 		$911K Sell
12,663
-33
-0.3% -$2.49K 0.37% 60
2022
Q3 		$903K Buy
12,696
+740
+6% +$53.7K 0.43% 44
2022
Q2 		$921K Buy
+11,956
New +$911K 0.43% 44

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

Prudent Man Advisors's BMY Position: Q1 2026 in Review

Prudent Man Advisors increased its Bristol-Myers Squibb (BMY) stake by 52% in Q1 2026, buying an estimated $213K and bringing the position to 10,713 shares worth $650K. The position accounts for 0.19% of the portfolio, ranked #97.

Prudent Man Advisors first reported a position in BMY in Q2 2022 and has held it in 16 quarters since. The position peaked at $921K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Prudent Man Advisors held 10,713 shares of Bristol-Myers Squibb worth $650K as of Q1 2026.
  • Prudent Man Advisors bought 3,659 Bristol-Myers Squibb shares in Q1 2026, an estimated $213K.
  • Bristol-Myers Squibb made up 0.19% of Prudent Man Advisors's portfolio in Q1 2026, its #97 holding.
  • Prudent Man Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 16 quarters since.
  • Prudent Man Advisors's Bristol-Myers Squibb position peaked at $921K in Q2 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.