RNC Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$33.2M Sell
616,326
-46,351
-7% -$2.23M 1.51% 33
2025
Q3
$29.9M Sell
662,677
-38,618
-6% -$1.8M 1.37% 35
2025
Q2
$32.5M Sell
701,295
-12,659
-2% -$621K 1.57% 32
2025
Q1
$43.5M Buy
713,954
+24,119
+3% +$1.41M 2.22% 18
2024
Q4
$39M Sell
689,835
-49,297
-7% -$2.75M 2.08% 22
2024
Q3
$30.7M Hold
739,132
1.7% 31
2024
Q2
$30.7M Buy
739,132
+20,680
+3% +$925K 1.7% 31
2024
Q1
$39M Buy
718,452
+59,250
+9% +$3.02M 2.22% 22
2023
Q4
$33.8M Sell
659,202
-157,502
-19% -$8.27M 2.03% 25
2023
Q3
$47.4M Sell
816,704
-116,710
-13% -$7.15M 2.94% 11
2023
Q2
$59.7M Sell
933,414
-25,960
-3% -$1.74M 3.3% 4
2023
Q1
$66.5M Sell
959,374
-9,173
-0.9% -$647K 3.75% 3
2022
Q4
$69.7M Buy
968,547
+11,634
+1% +$877K 3.9% 2
2022
Q3
$68M Sell
956,913
-8,207
-0.9% -$595K 4.27% 1
2022
Q2
$74.3M Buy
965,120
+19,129
+2% +$1.46M 4.23% 1
2022
Q1
$69.1M Sell
945,991
-99,760
-10% -$6.7M 3.51% 3
2021
Q4
$65.2M Buy
1,045,751
+110,252
+12% +$6.47M 3.23% 7
2021
Q3
$55.4M Buy
935,499
+3,154
+0.3% +$208K 2.94% 7
2021
Q2
$62.3M Buy
932,345
+165,001
+22% +$10.8M 3.3% 6
2021
Q1
$48.4M Buy
767,344
+19,045
+3% +$1.18M 2.74% 11
2020
Q4
$46.4M Buy
748,299
+6,497
+0.9% +$399K 2.88% 8
2020
Q3
$44.7M Sell
741,802
-13,181
-2% -$793K 3.17% 4
2020
Q2
$44.4M Sell
754,983
-25,483
-3% -$1.52M 3.2% 7
2020
Q1
$43.5M Sell
780,466
-12,117
-2% -$741K 3.71% 2
2019
Q4
$50.9M Buy
792,583
+5,934
+0.8% +$340K 3.21% 7
2019
Q3
$39.9M Sell
786,649
-43,103
-5% -$2.03M 2.83% 13
2019
Q2
$37.6M Sell
829,752
-29,540
-3% -$1.38M 2.62% 13
2019
Q1
$41M Buy
859,292
+40,474
+5% +$2.02M 2.86% 10
2018
Q4
$42.6M Sell
818,818
-52,704
-6% -$2.83M 3.22% 8
2018
Q3
$54.1M Sell
871,522
-1,125
-0.1% -$66.8K 3.57% 4
2018
Q2
$48.3M Buy
872,647
+10,669
+1% +$576K 3.4% 5
2018
Q1
$54.5M Buy
861,978
+10,822
+1% +$696K 4.03% 1
2017
Q4
$52.2M Buy
851,156
+8,276
+1% +$518K 3.61% 1
2017
Q3
$53.7M Buy
842,880
+19,314
+2% +$1.13M 4.04% 1
2017
Q2
$45.9M Buy
823,566
+812,387
+7,267% +$44.2M 3.55% 4
2017
Q1
$608K Buy
11,179
+400
+4% +$21.9K 0.05% 87
2016
Q4
$630K Sell
10,779
-75
-0.7% -$4.1K 0.05% 93
2016
Q3
$585K Sell
10,854
-395
-4% -$25.4K 0.05% 80
2016
Q2
$827K Sell
11,249
-150
-1% -$10.6K 0.08% 78
2016
Q1
$728K Buy
11,399
+570
+5% +$35.9K 0.07% 78
2015
Q4
$745K Buy
10,829
+3,730
+53% +$246K 0.07% 83
2015
Q3
$420K Sell
7,099
-2,176
-23% -$138K 0.04% 86
2015
Q2
$617K Sell
9,275
-2,999
-24% -$198K 0.05% 75
2015
Q1
$792K Sell
12,274
-2,019
-14% -$126K 0.07% 69
2014
Q4
$844K Sell
14,293
-1,000
-7% -$56.4K 0.07% 73
2014
Q3
$783K Buy
15,293
+5,130
+50% +$256K 0.06% 71
2014
Q2
$493K Buy
10,163
+400
+4% +$19.7K 0.04% 86
2014
Q1
$507K Buy
9,763
+14
+0.1% +$745 0.04% 88
2013
Q4
$518K Sell
9,749
-20
-0.2% -$1.02K 0.05% 81
2013
Q3
$452K Buy
9,769
+339
+4% +$14.9K 0.05% 79
2013
Q2
$421K Buy
+9,430
New +$409K 0.04% 80

Other funds holding BMY

RNC Capital Management's BMY Position: Q4 2025 in Review

RNC Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 7% in Q4 2025, selling an estimated $2.23M and leaving 616,326 shares worth $33.2M. The position accounts for 1.51% of the portfolio, ranked #33.

RNC Capital Management first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. The position peaked at $74.3M in Q2 2022. 2,447 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • RNC Capital Management held 616,326 shares of Bristol-Myers Squibb worth $33.2M as of Q4 2025.
  • RNC Capital Management sold 46,351 Bristol-Myers Squibb shares in Q4 2025, an estimated $2.23M.
  • Bristol-Myers Squibb made up 1.51% of RNC Capital Management's portfolio in Q4 2025, its #33 holding.
  • RNC Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 quarters since.
  • RNC Capital Management's Bristol-Myers Squibb position peaked at $74.3M in Q2 2022.
  • 2,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.