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

Schwerin Boyle Capital 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
2025 Q2	–	Sell	-4,511	Closed	-$275K	–	52
2025 Q1	$275K	Hold	4,511	–	–	0.03%	51
2024 Q4	$255K	Hold	4,511	–	–	0.03%	52
2024 Q3	$233K	Sell	4,511 -950	-17%	-$44.6K	0.02%	51
2024 Q2	$227K	Hold	5,461	–	–	0.02%	51
2024 Q1	$296K	Hold	5,461	–	–	0.03%	50
2023 Q4	$280K	Hold	5,461	–	–	0.03%	51
2023 Q3	$317K	Sell	5,461 -268	-5%	-$16.4K	0.04%	50
2023 Q2	$366K	Sell	5,729 -3,550	-38%	-$238K	0.03%	46
2023 Q1	$643K	Buy	9,279 +804	+9%	+$56.7K	0.07%	42
2022 Q4	$610K	Hold	8,475	–	–	0.06%	43
2022 Q3	$602K	Hold	8,475	–	–	0.07%	44
2022 Q2	$653K	Hold	8,475	–	–	0.07%	44
2022 Q1	$619K	Hold	8,475	–	–	0.05%	44
2021 Q4	$528K	Sell	8,475 -200	-2%	-$11.7K	0.04%	45
2021 Q3	$513K	Hold	8,675	–	–	0.04%	46
2021 Q2	$580K	Buy	8,675 +3,775	+77%	+$246K	0.05%	44
2021 Q1	$309K	Hold	4,900	–	–	0.03%	47
2020 Q4	$304K	Buy	+4,900	New	+$301K	0.03%	49

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schwerin Boyle Capital Management's BMY Position: Q2 2025 in Review

Schwerin Boyle Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,511 shares — an estimated $275K sold.

Schwerin Boyle Capital Management first reported a position in BMY in Q4 2020 and held it in 18 quarters. The position peaked at $653K in Q2 2022. 2,292 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Schwerin Boyle Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Schwerin Boyle Capital Management sold 4,511 Bristol-Myers Squibb shares in Q2 2025, an estimated $275K.
Schwerin Boyle Capital Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 18 quarters.
Schwerin Boyle Capital Management's Bristol-Myers Squibb position peaked at $653K in Q2 2022.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.