Saranac Partners’s Bristol-Myers Squibb BMY Stock Holding History

Saranac Partners’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	$438K	Buy	7,181 +375	+6%	+$21.9K	0.19%	64
2025 Q4	$367K	Buy	6,806 +425	+7%	+$20.4K	0.14%	59
2025 Q3	$288K	Buy	6,381 +1,551	+32%	+$72.4K	0.05%	177
2025 Q2	$224K	Sell	4,830 -871	-15%	-$42.8K	0.12%	64
2025 Q1	$348K	Buy	5,701 +775	+16%	+$45.2K	0.2%	57
2024 Q4	$279K	Sell	4,926 -1,081	-18%	-$60.4K	0.15%	64
2024 Q3	$311K	Buy	6,007 +45	+0.8%	+$2.11K	0.47%	21
2024 Q2	$248K	Hold	5,962	–	–	0.15%	67
2024 Q1	$323K	Buy	5,962 +580	+11%	+$29.5K	0.2%	59
2023 Q4	$276K	Hold	5,382	–	–	0.18%	73
2023 Q3	$312K	Hold	5,382	–	–	0.18%	62
2023 Q2	$344K	Hold	5,382	–	–	0.18%	62
2023 Q1	$373K	Buy	+5,382	New	+$380K	0.22%	47

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Saranac Partners's BMY Position: Q1 2026 in Review

Saranac Partners increased its Bristol-Myers Squibb (BMY) stake by 5.5% in Q1 2026, buying an estimated $21.9K and bringing the position to 7,181 shares worth $438K. The position accounts for 0.19% of the portfolio, ranked #64.

Saranac Partners first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. 2,528 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Saranac Partners held 7,181 shares of Bristol-Myers Squibb worth $438K as of Q1 2026.
Saranac Partners bought 375 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.9K.
Bristol-Myers Squibb made up 0.19% of Saranac Partners's portfolio in Q1 2026, its #64 holding.
Saranac Partners first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
2,528 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.