Richard Bernstein Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Richard Bernstein Advisors’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	–	Sell	-23,697	Closed	-$1.28M	–	230
2025 Q4	$1.28M	Sell	23,697 -2,407	-9%	-$116K	0.04%	115
2025 Q3	$1.18M	Sell	26,104 -40,709	-61%	-$1.9M	0.03%	161
2025 Q2	$3.09M	Sell	66,813 -8,717	-12%	-$428K	0.08%	134
2025 Q1	$4.61M	Sell	75,530 -3,050	-4%	-$178K	0.11%	72
2024 Q4	$4.44M	Hold	78,580	–	–	0.1%	91
2024 Q3	$4.07M	Hold	78,580	–	–	0.09%	112
2024 Q2	$3.26M	Buy	78,580 +9	+0%	+$403	0.07%	130
2024 Q1	$4.26M	Hold	78,571	–	–	0.09%	80
2023 Q4	$4.03M	Buy	78,571 +52	+0.1%	+$2.73K	0.09%	77
2023 Q3	$4.56M	Hold	78,519	–	–	0.1%	63
2023 Q2	$5.02M	Hold	78,519	–	–	0.11%	59
2023 Q1	$5.44M	Hold	78,519	–	–	0.12%	61
2022 Q4	$5.65M	Hold	78,519	–	–	0.13%	62
2022 Q3	$5.58M	Sell	78,519 -7,938	-9%	-$576K	0.14%	66
2022 Q2	$6.66M	Buy	86,457 +27,988	+48%	+$2.13M	0.14%	65
2022 Q1	$4.27M	Hold	58,469	–	–	0.08%	123
2021 Q4	$3.65M	Hold	58,469	–	–	0.07%	144
2021 Q3	$3.46M	Buy	58,469 +2,521	+5%	+$166K	0.07%	154
2021 Q2	$3.74M	Hold	55,948	–	–	0.08%	141
2021 Q1	$3.53M	Hold	55,948	–	–	0.08%	143
2020 Q4	$3.47M	Hold	55,948	–	–	0.09%	138
2020 Q3	$3.37M	Hold	55,948	–	–	0.09%	112
2020 Q2	$3.29M	Hold	55,948	–	–	0.1%	107
2020 Q1	$3.12M	Hold	55,948	–	–	0.11%	104
2019 Q4	$3.59M	Hold	55,948	–	–	0.12%	131
2019 Q3	$2.84M	Sell	55,948 -10,952	-16%	-$515K	0.09%	163
2019 Q2	$3.03M	Hold	66,900	–	–	0.1%	153
2019 Q1	$3.19M	Hold	66,900	–	–	0.1%	170
2018 Q4	$3.48M	Hold	66,900	–	–	0.13%	155
2018 Q3	$4.15M	Buy	+66,900	New	+$3.97M	0.12%	182
2016 Q3	–	Sell	-28,692	Closed	-$2.11M	–	224
2016 Q2	$2.11M	Hold	28,692	–	–	0.2%	208
2016 Q1	$1.83M	Sell	28,692 -39,281	-58%	-$2.48M	0.18%	219
2015 Q4	$4.68M	Hold	67,973	–	–	0.6%	60
2015 Q3	$4.02M	Hold	67,973	–	–	0.55%	66
2015 Q2	$4.52M	Buy	+67,973	New	+$4.48M	0.55%	68

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

Richard Bernstein Advisors's BMY Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 23,697 shares — an estimated $1.28M sold.

Richard Bernstein Advisors first reported a position in BMY in Q2 2015 and held it in 35 quarters. The position peaked at $6.66M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Richard Bernstein Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 23,697 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.28M.
Richard Bernstein Advisors first reported a position in Bristol-Myers Squibb in Q2 2015 and held it in 35 quarters.
Richard Bernstein Advisors's Bristol-Myers Squibb position peaked at $6.66M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.