PYA Waltman Capital’s Bristol-Myers Squibb BMY Stock Holding History

PYA Waltman Capital’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	$227K	Hold	3,737	–	–	0.06%	64
2025 Q4	$202K	Buy	+3,737	New	+$180K	0.05%	75
2025 Q2	–	Sell	-3,925	Closed	-$239K	–	77
2025 Q1	$239K	Hold	3,925	–	–	0.08%	69
2024 Q4	$222K	Hold	3,925	–	–	0.07%	72
2024 Q3	$203K	Buy	+3,925	New	+$184K	0.07%	71
2024 Q2	–	Sell	-3,925	Closed	-$213K	–	67
2024 Q1	$213K	Hold	3,925	–	–	0.08%	63
2023 Q4	$201K	Hold	3,925	–	–	0.08%	65
2023 Q3	$228K	Sell	3,925 -530	-12%	-$32.5K	0.1%	59
2023 Q2	$275K	Buy	4,455 +530	+14%	+$35.5K	0.12%	57
2023 Q1	$272K	Hold	3,925	–	–	0.14%	54
2022 Q4	$282K	Hold	3,925	–	–	0.15%	50
2022 Q3	$279K	Hold	3,925	–	–	0.16%	42
2022 Q2	$302K	Hold	3,925	–	–	0.17%	33
2022 Q1	$287K	Hold	3,925	–	–	0.14%	35
2021 Q4	$245K	Buy	+3,925	New	+$230K	0.13%	37

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

PYA Waltman Capital's BMY Position: Q1 2026 in Review

PYA Waltman Capital held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 3,737 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #64.

PYA Waltman Capital first reported a position in BMY in Q4 2021 and has held it in 15 quarters since. The position peaked at $302K in Q2 2022. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

PYA Waltman Capital held 3,737 shares of Bristol-Myers Squibb worth $227K as of Q1 2026.
PYA Waltman Capital left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.06% of PYA Waltman Capital's portfolio in Q1 2026, its #64 holding.
PYA Waltman Capital first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 15 quarters since.
PYA Waltman Capital's Bristol-Myers Squibb position peaked at $302K in Q2 2022.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.