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Satovsky Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Satovsky Asset 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 		– Sell
-5,315
Closed -$287K – 75
2025
Q4 		$287K Buy
5,315
+71
+1% +$3.42K 0.06% 53
2025
Q3 		$237K Buy
5,244
+73
+1% +$3.41K 0.05% 56
2025
Q2 		$239K Buy
5,171
+63
+1% +$3.09K 0.05% 50
2025
Q1 		$312K Sell
5,108
-264
-5% -$15.4K 0.07% 38
2024
Q4 		$304K Buy
5,372
+57
+1% +$3.19K 0.07% 33
2024
Q3 		$275K Buy
5,315
+66
+1% +$3.1K 0.06% 37
2024
Q2 		$218K Buy
5,249
+69
+1% +$3.09K 0.05% 46
2024
Q1 		$281K Sell
5,180
-938
-15% -$47.8K 0.08% 33
2023
Q4 		$314K Buy
6,118
+57
+0.9% +$2.99K 0.1% 31
2023
Q3 		$352K Buy
6,061
+47
+0.8% +$2.88K 0.12% 28
2023
Q2 		$385K Buy
6,014
+141
+2% +$9.46K 0.13% 28
2023
Q1 		$407K Buy
5,873
+1,038
+21% +$73.2K 0.15% 26
2022
Q4 		$348K Buy
4,835
+34
+0.7% +$2.56K 0.14% 26
2022
Q3 		$341K Buy
4,801
+35
+0.7% +$2.54K 0.2% 23
2022
Q2 		$367K Buy
4,766
+33
+0.7% +$2.51K 0.21% 22
2022
Q1 		$346K Buy
4,733
+39
+0.8% +$2.62K 0.23% 23
2021
Q4 		$293K Buy
4,694
+40
+0.9% +$2.35K 0.2% 24
2021
Q3 		$275K Buy
4,654
+33
+0.7% +$2.17K 0.21% 23
2021
Q2 		$309K Buy
+4,621
New +$301K 0.24% 22

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Satovsky Asset Management's BMY Position: Q1 2026 in Review

Satovsky Asset Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 5,315 shares — an estimated $287K sold.

Satovsky Asset Management first reported a position in BMY in Q2 2021 and held it in 19 quarters. The position peaked at $407K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Satovsky Asset Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Satovsky Asset Management sold 5,315 Bristol-Myers Squibb shares in Q1 2026, an estimated $287K.
  • Satovsky Asset Management first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 19 quarters.
  • Satovsky Asset Management's Bristol-Myers Squibb position peaked at $407K in Q1 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.