Richard Pzena’s Bristol-Myers Squibb BMY Stock Holding History

Richard Pzena’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 Q2	$980M	Sell	17,007,044 -88,687	-0.5%	-$5.09M	2.88%	8
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richard Pzena's BMY Position: Q2 2026 in Review

Richard Pzena reduced its Bristol-Myers Squibb (BMY) stake by 0.52% in Q2 2026, selling an estimated $5.09M and leaving 17,007,044 shares worth $980M. The position accounts for 2.88% of the portfolio, ranked #8.

Richard Pzena first reported a position in BMY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.04B in Q1 2026. 2,506 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Richard Pzena held 17,007,044 shares of Bristol-Myers Squibb worth $980M as of Q2 2026.
Richard Pzena sold 88,687 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.09M.
Bristol-Myers Squibb made up 2.88% of Richard Pzena's portfolio in Q2 2026, its #8 holding.
Richard Pzena first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 28 quarters since.
Richard Pzena's Bristol-Myers Squibb position peaked at $1.04B in Q1 2026.
2,506 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.