Regatta Capital Group’s Bristol-Myers Squibb BMY Stock Holding History

Regatta Capital Group’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	$258K	Hold	4,256	–	–	0.04%	185
2025 Q4	$230K	Buy	+4,256	New	+$205K	0.03%	191
2025 Q2	–	Sell	-6,145	Closed	-$375K	–	211
2025 Q1	$375K	Buy	6,145 +54	+0.9%	+$3.15K	0.07%	143
2024 Q4	$345K	Hold	6,091	–	–	0.07%	145
2024 Q3	$315K	Hold	6,091	–	–	0.06%	155
2024 Q2	$253K	Sell	6,091 -1,154	-16%	-$51.6K	0.05%	161
2024 Q1	$393K	Buy	7,245 +274	+4%	+$14K	0.09%	136
2023 Q4	$358K	Sell	6,971 -640	-8%	-$33.6K	0.09%	130
2023 Q3	$442K	Sell	7,611 -6	-0.1%	-$368	0.14%	105
2023 Q2	$487K	Hold	7,617	–	–	0.15%	104
2023 Q1	$548K	Hold	7,617	–	–	0.2%	97
2022 Q4	$548K	Buy	7,617 +6	+0.1%	+$452	0.2%	97
2022 Q3	$586K	Buy	7,611 +271	+4%	+$19.7K	0.24%	90
2022 Q2	$565K	Sell	7,340 -271	-4%	-$20.6K	0.27%	82
2022 Q1	$556K	Sell	7,611 -300	-4%	-$20.1K	0.19%	97
2021 Q4	$493K	Buy	+7,911	New	+$464K	0.17%	104

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

Regatta Capital Group's BMY Position: Q1 2026 in Review

Regatta Capital Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,256 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #185.

Regatta Capital Group first reported a position in BMY in Q4 2021 and has held it in 16 quarters since. The position peaked at $586K in Q3 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Regatta Capital Group held 4,256 shares of Bristol-Myers Squibb worth $258K as of Q1 2026.
Regatta Capital Group left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.04% of Regatta Capital Group's portfolio in Q1 2026, its #185 holding.
Regatta Capital Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 16 quarters since.
Regatta Capital Group's Bristol-Myers Squibb position peaked at $586K in Q3 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.