RiverFront Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

RiverFront Investment 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	$1.96M	Buy	32,385 +10,825	+50%	+$631K	0.03%	144
2025 Q4	$1.16M	Buy	21,560 +1,722	+9%	+$82.8K	0.02%	149
2025 Q3	$895K	Buy	19,838 +12,985	+189%	+$606K	0.02%	161
2025 Q2	$317K	Buy	6,853 +1,650	+32%	+$81K	0.01%	249
2025 Q1	$317K	Buy	+5,203	New	+$303K	0.01%	230
2016 Q1	–	Sell	-515,295	Closed	-$35.4M	–	56
2015 Q4	$35.4M	Buy	515,295 +3,394	+0.7%	+$224K	1.03%	27
2015 Q3	$30.3M	Buy	511,901 +13,345	+3%	+$847K	0.88%	34
2015 Q2	$33.2M	Buy	498,556 +16,120	+3%	+$1.06M	0.91%	28
2015 Q1	$31.1M	Sell	482,436 -7,179	-1%	-$449K	0.87%	23
2014 Q4	$28.9M	Sell	489,615 -92,854	-16%	-$5.24M	0.88%	27
2014 Q3	$29.8M	Buy	+582,469	New	+$29.1M	0.74%	36

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

RiverFront Investment Group's BMY Position: Q1 2026 in Review

RiverFront Investment Group increased its Bristol-Myers Squibb (BMY) stake by 50% in Q1 2026, buying an estimated $631K and bringing the position to 32,385 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #144.

RiverFront Investment Group first reported a position in BMY in Q3 2014 and has held it in 11 quarters since. The position peaked at $35.4M in Q4 2015. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

RiverFront Investment Group held 32,385 shares of Bristol-Myers Squibb worth $1.96M as of Q1 2026.
RiverFront Investment Group bought 10,825 Bristol-Myers Squibb shares in Q1 2026, an estimated $631K.
Bristol-Myers Squibb made up 0.03% of RiverFront Investment Group's portfolio in Q1 2026, its #144 holding.
RiverFront Investment Group first reported a position in Bristol-Myers Squibb in Q3 2014 and has held it in 11 quarters since.
RiverFront Investment Group's Bristol-Myers Squibb position peaked at $35.4M in Q4 2015.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.