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

Scotia 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
2016
Q1 		– Sell
-4,700
Closed -$323K – 699
2015
Q4 		$323K Sell
4,700
-95,300
-95% -$6.3M 0.01% 664
2015
Q3 		$5.92M Hold
100,000
– – 0.13% 119
2015
Q2 		$6.65M Buy
+100,000
New +$6.59M 0.13% 124

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

Scotia Capital's BMY Position: Q1 2026 in Review

Scotia Capital reduced its Bristol-Myers Squibb (BMY) stake by 48% in Q1 2026, selling an estimated $8.75M and leaving 164,026 shares worth $9.95M. The position accounts for 0.04% of the portfolio, ranked #215.

Scotia Capital first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.3M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Scotia Capital held 164,026 shares of Bristol-Myers Squibb worth $9.95M as of Q1 2026.
  • Scotia Capital sold 150,057 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.75M.
  • Bristol-Myers Squibb made up 0.04% of Scotia Capital's portfolio in Q1 2026, its #215 holding.
  • Scotia Capital first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Scotia Capital's Bristol-Myers Squibb position peaked at $22.3M in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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