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Savant Capital’s Bristol-Myers Squibb BMY Stock Holding History

Savant Capital’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 		$4.69M Buy
77,258
+6,753
+10% +$394K 0.02% 276
2025
Q4 		$3.8M Buy
70,505
+17,022
+32% +$819K 0.02% 288
2025
Q3 		$2.41M Sell
53,483
-3,072
-5% -$143K 0.01% 359
2025
Q2 		$2.62M Buy
56,555
+5,656
+11% +$278K 0.02% 318
2025
Q1 		$3.1M Sell
50,899
-45,732
-47% -$2.67M 0.03% 256
2024
Q4 		$5.47M Buy
96,631
+1,231
+1% +$68.8K 0.04% 228
2024
Q3 		$4.94M Buy
95,400
+46,463
+95% +$2.18M 0.04% 224
2024
Q2 		$2.03M Sell
48,937
-27,188
-36% -$1.22M 0.02% 370
2024
Q1 		$4.13M Buy
76,125
+31,088
+69% +$1.58M 0.05% 207
2023
Q4 		$2.31M Sell
45,037
-3,623
-7% -$190K 0.03% 264
2023
Q3 		$2.82M Sell
48,660
-8,067
-14% -$494K 0.04% 222
2023
Q2 		$3.63M Buy
56,727
+15,571
+38% +$1.04M 0.06% 194
2023
Q1 		$2.85M Sell
41,156
-2,824
-6% -$199K 0.05% 184
2022
Q4 		$3.13M Buy
43,980
+14,143
+47% +$1.07M 0.08% 129
2022
Q3 		$2.12M Sell
29,837
-1,834
-6% -$133K 0.07% 144
2022
Q2 		$2.44M Buy
31,671
+7,289
+30% +$555K 0.07% 131
2022
Q1 		$1.78M Buy
24,382
+1,608
+7% +$108K 0.06% 170
2021
Q4 		$1.42M Buy
22,774
+1,792
+9% +$105K 0.05% 203
2021
Q3 		$1.24M Buy
20,982
+211
+1% +$13.9K 0.05% 201
2021
Q2 		$1.39M Buy
20,771
+437
+2% +$28.5K 0.06% 174
2021
Q1 		$1.28M Sell
20,334
-335
-2% -$20.8K 0.07% 164
2020
Q4 		$1.28M Buy
20,669
+754
+4% +$46.4K 0.07% 160
2020
Q3 		$1.2M Sell
19,915
-747
-4% -$45K 0.08% 155
2020
Q2 		$1.22M Sell
20,662
-5,301
-20% -$317K 0.09% 147
2020
Q1 		$1.45M Buy
25,963
+12,835
+98% +$784K 0.14% 124
2019
Q4 		$843K Buy
13,128
+2,658
+25% +$152K 0.1% 151
2019
Q3 		$531K Sell
10,470
-22
-0.2% -$1.03K 0.07% 185
2019
Q2 		$476K Sell
10,492
-884
-8% -$41.2K 0.07% 192
2019
Q1 		$543K Sell
11,376
-147
-1% -$7.32K 0.1% 144
2018
Q4 		$599K Buy
11,523
+781
+7% +$42K 0.13% 127
2018
Q3 		$667K Buy
10,742
+101
+0.9% +$5.99K 0.12% 131
2018
Q2 		$589K Sell
10,641
-570
-5% -$30.8K 0.13% 131
2018
Q1 		$709K Sell
11,211
-140
-1% -$9.01K 0.15% 113
2017
Q4 		$696K Buy
11,351
+837
+8% +$52.4K 0.15% 115
2017
Q3 		$670K Buy
10,514
+115
+1% +$6.71K 0.15% 106
2017
Q2 		$579K Buy
10,399
+180
+2% +$9.79K 0.14% 118
2017
Q1 		$556K Sell
10,219
-865
-8% -$47.4K 0.14% 118
2016
Q4 		$648K Sell
11,084
-335
-3% -$18.3K 0.17% 96
2016
Q3 		$616K Buy
11,419
+224
+2% +$14.4K 0.17% 100
2016
Q2 		$823K Sell
11,195
-744
-6% -$52.6K 0.24% 72
2016
Q1 		$763K Sell
11,939
-1,510
-11% -$95.2K 0.23% 71
2015
Q4 		$925K Buy
13,449
+4,383
+48% +$290K 0.29% 57
2015
Q3 		$537K Sell
9,066
-573
-6% -$36.4K 0.19% 89
2015
Q2 		$641K Sell
9,639
-6
-0.1% -$395 0.22% 81
2015
Q1 		$622K Buy
9,645
+793
+9% +$49.6K 0.22% 84
2014
Q4 		$523K Buy
8,852
+1,547
+21% +$87.2K 0.2% 88
2014
Q3 		$374K Sell
7,305
-210
-3% -$10.5K 0.16% 109
2014
Q2 		$365K Buy
7,515
+690
+10% +$34K 0.16% 110
2014
Q1 		$355K Buy
6,825
+247
+4% +$13.1K 0.16% 109
2013
Q4 		$350K Buy
6,578
+213
+3% +$10.8K 0.17% 100
2013
Q3 		$295K Sell
6,365
-20
-0.3% -$878 0.16% 100
2013
Q2 		$285K Buy
+6,385
New +$277K 0.17% 101

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

Savant Capital's BMY Position: Q1 2026 in Review

Savant Capital increased its Bristol-Myers Squibb (BMY) stake by 9.6% in Q1 2026, buying an estimated $394K and bringing the position to 77,258 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #276.

Savant Capital first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.47M in Q4 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Savant Capital held 77,258 shares of Bristol-Myers Squibb worth $4.69M as of Q1 2026.
  • Savant Capital bought 6,753 Bristol-Myers Squibb shares in Q1 2026, an estimated $394K.
  • Bristol-Myers Squibb made up 0.02% of Savant Capital's portfolio in Q1 2026, its #276 holding.
  • Savant Capital first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's Bristol-Myers Squibb position peaked at $5.47M in Q4 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.