S-Bank Fund Management’s Bristol-Myers Squibb BMY Stock Holding History

S-Bank Fund Management’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	$904K	Sell	14,911 -554	-4%	-$32.3K	0.13%	99
2025 Q4	$834K	Sell	15,465 -8,286	-35%	-$399K	0.11%	101
2025 Q3	$1.07M	Sell	23,751 -310	-1%	-$14.5K	0.14%	96
2025 Q2	$1.11M	Sell	24,061 -83,435	-78%	-$4.1M	0.16%	96
2025 Q1	$6.56M	Buy	+107,496	New	+$6.27M	1.23%	25

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

S-Bank Fund Management's BMY Position: Q1 2026 in Review

S-Bank Fund Management reduced its Bristol-Myers Squibb (BMY) stake by 3.6% in Q1 2026, selling an estimated $32.3K and leaving 14,911 shares worth $904K. The position accounts for 0.13% of the portfolio, ranked #99.

S-Bank Fund Management first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.56M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

S-Bank Fund Management held 14,911 shares of Bristol-Myers Squibb worth $904K as of Q1 2026.
S-Bank Fund Management sold 554 Bristol-Myers Squibb shares in Q1 2026, an estimated $32.3K.
Bristol-Myers Squibb made up 0.13% of S-Bank Fund Management's portfolio in Q1 2026, its #99 holding.
S-Bank Fund Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
S-Bank Fund Management's Bristol-Myers Squibb position peaked at $6.56M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.