Pzena Investment Management
BMY icon

Pzena Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Pzena Investment Management’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 		$1.04B Sell
17,095,731
-847,772
-5% -$49.4M 3.37% 5
2025
Q4 		$968M Buy
17,943,503
+3,041,899
+20% +$146M 2.9% 11
2025
Q3 		$672M Buy
14,901,604
+58,129
+0.4% +$2.71M 2.17% 18
2025
Q2 		$687M Buy
14,843,475
+1,384,649
+10% +$68M 2.23% 20
2025
Q1 		$821M Buy
13,458,826
+157,527
+1% +$9.18M 2.87% 13
2024
Q4 		$752M Sell
13,301,299
-900,447
-6% -$50.3M 2.56% 15
2024
Q3 		$735M Buy
14,201,746
+67,409
+0.5% +$3.16M 2.37% 20
2024
Q2 		$587M Buy
14,134,337
+1,840,424
+15% +$82.4M 2.06% 23
2024
Q1 		$667M Buy
12,293,913
+6,701,097
+120% +$341M 2.29% 19
2023
Q4 		$287M Buy
5,592,816
+668,622
+14% +$35.1M 1.08% 29
2023
Q3 		$286M Buy
4,924,194
+596,625
+14% +$36.6M 1.23% 25
2023
Q2 		$277M Sell
4,327,569
-184,216
-4% -$12.4M 1.18% 25
2023
Q1 		$313M Buy
4,511,785
+651,213
+17% +$45.9M 1.35% 21
2022
Q4 		$278M Sell
3,860,572
-131,559
-3% -$9.92M 1.23% 29
2022
Q3 		$284M Sell
3,992,131
-179,101
-4% -$13M 1.41% 25
2022
Q2 		$321M Buy
4,171,232
+545,445
+15% +$41.5M 1.44% 25
2022
Q1 		$265M Buy
3,625,787
+2,470,079
+214% +$166M 1% 31
2021
Q4 		$72.1M Sell
1,155,708
-22,235
-2% -$1.3M 0.27% 68
2021
Q3 		$69.7M Sell
1,177,943
-281,980
-19% -$18.6M 0.28% 65
2021
Q2 		$97.6M Sell
1,459,923
-1,369
-0.1% -$89.3K 0.38% 58
2021
Q1 		$92.3M Buy
1,461,292
+4,862
+0.3% +$303K 0.37% 59
2020
Q4 		$90.3M Buy
1,456,430
+366
+0% +$22.5K 0.43% 54
2020
Q3 		$87.8M Sell
1,456,064
-6,644
-0.5% -$400K 0.55% 48
2020
Q2 		$86M Sell
1,462,708
-373,749
-20% -$22.4M 0.56% 47
2020
Q1 		$102M Sell
1,836,457
-701,418
-28% -$42.9M 0.77% 42
2019
Q4 		$163M Sell
2,537,875
-39,851
-2% -$2.28M 0.76% 43
2019
Q3 		$131M Buy
+2,577,726
New +$121M 0.71% 43

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

Pzena Investment Management's BMY Position: Q1 2026 in Review

Pzena Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 4.7% in Q1 2026, selling an estimated $49.4M and leaving 17,095,731 shares worth $1.04B. The position accounts for 3.37% of the portfolio, ranked #5.

Pzena Investment Management first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Pzena Investment Management held 17,095,731 shares of Bristol-Myers Squibb worth $1.04B as of Q1 2026.
  • Pzena Investment Management sold 847,772 Bristol-Myers Squibb shares in Q1 2026, an estimated $49.4M.
  • Bristol-Myers Squibb made up 3.37% of Pzena Investment Management's portfolio in Q1 2026, its #5 holding.
  • Pzena Investment Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.