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

Quest 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	$2.57M	Sell	42,312 -142	-0.3%	-$8.28K	0.3%	62
2025 Q4	$2.29M	Sell	42,454 -131	-0.3%	-$6.3K	0.25%	60
2025 Q3	$1.92M	Buy	42,585 +154	+0.4%	+$7.19K	0.2%	57
2025 Q2	$1.96M	Buy	42,431 +14,431	+52%	+$708K	0.22%	57
2025 Q1	$1.71M	Hold	28,000	–	–	0.21%	51
2024 Q4	$1.58M	Hold	28,000	–	–	0.18%	54
2024 Q3	$1.45M	Hold	28,000	–	–	0.17%	56
2024 Q2	$1.16M	Hold	28,000	–	–	0.13%	67
2024 Q1	$1.52M	Hold	28,000	–	–	0.17%	64
2023 Q4	$1.44M	Sell	28,000 -175	-0.6%	-$9.19K	0.18%	68
2023 Q3	$1.64M	Hold	28,175	–	–	0.23%	58
2023 Q2	$1.8M	Hold	28,175	–	–	0.25%	57
2023 Q1	$1.95M	Hold	28,175	–	–	0.27%	57
2022 Q4	$2.03M	Hold	28,175	–	–	0.25%	70
2022 Q3	$2M	Hold	28,175	–	–	0.25%	71
2022 Q2	$2.17M	Hold	28,175	–	–	0.26%	73
2022 Q1	$2.06M	Hold	28,175	–	–	0.2%	74
2021 Q4	$1.76M	Hold	28,175	–	–	0.15%	73
2021 Q3	$1.67M	Hold	28,175	–	–	0.15%	73
2021 Q2	$1.88M	Hold	28,175	–	–	0.17%	77
2021 Q1	$1.78M	Hold	28,175	–	–	0.16%	78
2020 Q4	$1.75M	Hold	28,175	–	–	0.16%	78
2020 Q3	$1.7M	Sell	28,175 -2,435	-8%	-$147K	0.16%	81
2020 Q2	$1.8M	Hold	30,610	–	–	0.2%	73
2020 Q1	$1.71M	Hold	30,610	–	–	0.24%	71
2019 Q4	$1.97M	Buy	30,610 +2,610	+9%	+$149K	0.23%	71
2019 Q3	$1.42M	Hold	28,000	–	–	0.18%	76
2019 Q2	$1.27M	Sell	28,000 -64,324	-70%	-$3M	0.16%	75
2019 Q1	$4.41M	Buy	92,324 +17,835	+24%	+$888K	0.58%	40
2018 Q4	$3.87M	Buy	74,489 +4,953	+7%	+$266K	0.6%	41
2018 Q3	$4.32M	Sell	69,536 -1,315	-2%	-$78K	0.6%	43
2018 Q2	$3.92M	Buy	70,851 +6,690	+10%	+$361K	0.59%	44
2018 Q1	$4.06M	Sell	64,161 -6,514	-9%	-$419K	0.62%	48
2017 Q4	$4.33M	Sell	70,675 -42,194	-37%	-$2.64M	0.64%	45
2017 Q3	$7.19M	Sell	112,869 -15,757	-12%	-$920K	0.92%	43
2017 Q2	$7.17M	Sell	128,626 -151,783	-54%	-$8.26M	0.95%	43
2017 Q1	$15.2M	Sell	280,409 -30,668	-10%	-$1.68M	2.1%	12
2016 Q4	$18.2M	Buy	311,077 +14,978	+5%	+$819K	2.32%	5
2016 Q3	$16M	Buy	296,099 +179,864	+155%	+$11.6M	2.1%	7
2016 Q2	$8.55M	Buy	116,235 +80,015	+221%	+$5.65M	1.16%	38
2016 Q1	$2.31M	Buy	36,220 +7,010	+24%	+$442K	0.32%	66
2015 Q4	$2.01M	Hold	29,210	–	–	0.27%	68
2015 Q3	$1.73M	Hold	29,210	–	–	0.24%	73
2015 Q2	$1.94M	Hold	29,210	–	–	0.27%	77
2015 Q1	$1.88M	Hold	29,210	–	–	0.26%	86
2014 Q4	$1.72M	Sell	29,210 -7,535	-21%	-$425K	0.21%	89
2014 Q3	$1.88M	Hold	36,745	–	–	0.2%	91
2014 Q2	$1.78M	Buy	36,745 +895	+2%	+$44.1K	0.18%	93
2014 Q1	$1.86M	Buy	35,850 +590	+2%	+$31.4K	0.17%	91
2013 Q4	$1.87M	Buy	35,260 +410	+1%	+$20.9K	0.16%	92
2013 Q3	$1.61M	Buy	34,850 +90	+0.3%	+$3.95K	0.14%	91
2013 Q2	$1.55M	Buy	+34,760	New	+$1.51M	0.12%	81

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

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

Quest Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 0.33% in Q1 2026, selling an estimated $8.28K and leaving 42,312 shares worth $2.57M. The position accounts for 0.3% of the portfolio, ranked #62.

Quest Investment Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.2M in Q4 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Quest Investment Management held 42,312 shares of Bristol-Myers Squibb worth $2.57M as of Q1 2026.
Quest Investment Management sold 142 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.28K.
Bristol-Myers Squibb made up 0.3% of Quest Investment Management's portfolio in Q1 2026, its #62 holding.
Quest Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Quest Investment Management's Bristol-Myers Squibb position peaked at $18.2M in Q4 2016.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.