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

Rakuten 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	$18.1M	Buy	303,261 +34,319	+13%	+$2M	0.04%	93
2025 Q4	$14.6M	Buy	268,942 +263,655	+4,987%	+$12.7M	0.05%	116
2025 Q3	$28.8M	Buy	+5,287	New	+$247K	0.1%	54
2025 Q1	$11.2M	Buy	+185,928	New	+$10.8M	0.05%	102
2024 Q3	$5.88M	Buy	115,504 +28,610	+33%	+$1.34M	0.03%	99
2024 Q2	$3.61M	Buy	86,894 +31,796	+58%	+$1.42M	0.02%	111
2024 Q1	$2.99M	Buy	55,098 +50,028	+987%	+$2.55M	0.02%	93
2023 Q4	$260K	Buy	+5,070	New	+$266K	﹤0.01%	91

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

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

Rakuten Investment Management increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $2M and bringing the position to 303,261 shares worth $18.1M. The position accounts for 0.04% of the portfolio, ranked #93.

Rakuten Investment Management first reported a position in BMY in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.8M in Q3 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Rakuten Investment Management held 303,261 shares of Bristol-Myers Squibb worth $18.1M as of Q1 2026.
Rakuten Investment Management bought 34,319 Bristol-Myers Squibb shares in Q1 2026, an estimated $2M.
Bristol-Myers Squibb made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #93 holding.
Rakuten Investment Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Bristol-Myers Squibb position peaked at $28.8M in Q3 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.