SFG
BMY icon

SevenBridge Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

SevenBridge Financial Group’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 		$1.3M Sell
22,134
-655
-3% -$38.2K 0.2% 103
2025
Q4 		$1.24M Sell
22,789
-2,923
-11% -$141K 0.2% 104
2025
Q3 		$1.26M Sell
25,712
-4,682
-15% -$219K 0.21% 107
2025
Q2 		$1.41M Sell
30,394
-6,240
-17% -$306K 0.25% 105
2025
Q1 		$1.77M Sell
36,634
-7,482
-17% -$436K 0.35% 88
2024
Q4 		$2.47M Sell
44,116
-2,875
-6% -$161K 0.47% 67
2024
Q3 		$2.81M Buy
46,991
+1,093
+2% +$51.3K 0.54% 60
2024
Q2 		$2.17M Sell
45,898
-1,626
-3% -$72.8K 0.48% 64
2024
Q1 		$2.09M Sell
47,524
-3,675
-7% -$187K 0.47% 64
2023
Q4 		$2.63M Sell
51,199
-482
-0.9% -$25.3K 0.62% 53
2023
Q3 		$3M Buy
51,681
+2,569
+5% +$157K 0.78% 42
2023
Q2 		$3.14M Buy
49,112
+797
+2% +$53.4K 0.81% 35
2023
Q1 		$3.35M Buy
48,315
+347
+0.7% +$24.5K 0.92% 33
2022
Q4 		$3.45M Buy
47,968
+1,117
+2% +$84.2K 1.01% 32
2022
Q3 		$3.33M Buy
46,851
+13,404
+40% +$972K 1.13% 26
2022
Q2 		$2.58M Sell
33,447
-601
-2% -$45.8K 1.04% 29
2022
Q1 		$2.49M Sell
34,048
-5,287
-13% -$355K 0.87% 36
2021
Q4 		$2.45M Sell
39,335
-246
-0.6% -$14.4K 0.74% 36
2021
Q3 		$2.34M Sell
39,581
-150
-0.4% -$9.88K 0.78% 38
2021
Q2 		$2.65M Buy
39,731
+1,687
+4% +$110K 0.87% 35
2021
Q1 		$2.4M Buy
38,044
+2,072
+6% +$129K 0.87% 34
2020
Q4 		$2.23M Buy
35,972
+7,564
+27% +$465K 0.87% 33
2020
Q3 		$1.71M Buy
28,408
+8,231
+41% +$495K 0.78% 39
2020
Q2 		$1.19M Buy
20,177
+7,171
+55% +$429K 0.59% 51
2020
Q1 		$725K Buy
13,006
+4,157
+47% +$254K 0.42% 64
2019
Q4 		$568K Buy
8,849
+1,025
+13% +$58.7K 0.15% 92
2019
Q3 		$397K Sell
7,824
-744
-9% -$35K 0.21% 96
2019
Q2 		$389K Buy
8,568
+688
+9% +$32K 0.14% 104
2019
Q1 		$376K Buy
7,880
+467
+6% +$23.3K 0.14% 98
2018
Q4 		$385K Sell
7,413
-1,695
-19% -$91.1K 0.24% 81
2018
Q3 		$565K Buy
9,108
+192
+2% +$11.4K 0.3% 79
2018
Q2 		$493K Sell
8,916
-350
-4% -$18.9K 0.27% 83
2018
Q1 		$586K Sell
9,266
-243
-3% -$15.6K 0.34% 77
2017
Q4 		$583K Buy
9,509
+67
+0.7% +$4.19K 0.32% 79
2017
Q3 		$602K Buy
9,442
+750
+9% +$43.8K 0.34% 79
2017
Q2 		$484K Sell
8,692
-9,961
-53% -$542K 0.3% 84
2017
Q1 		$996K Buy
18,653
+10,674
+134% +$585K 0.65% 48
2016
Q4 		$401K Hold
7,979
– – 0.29% 81
2016
Q3 		$401K Buy
7,979
+558
+8% +$35.8K 0.29% 81
2016
Q2 		$546K Sell
7,421
-52,818
-88% -$3.73M 0.38% 66
2016
Q1 		$943K Buy
+60,239
New +$3.8M 0.08% 44

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

SevenBridge Financial Group's BMY Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 2.9% in Q1 2026, selling an estimated $38.2K and leaving 22,134 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #103.

SevenBridge Financial Group first reported a position in BMY in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.45M in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • SevenBridge Financial Group held 22,134 shares of Bristol-Myers Squibb worth $1.3M as of Q1 2026.
  • SevenBridge Financial Group sold 655 Bristol-Myers Squibb shares in Q1 2026, an estimated $38.2K.
  • Bristol-Myers Squibb made up 0.2% of SevenBridge Financial Group's portfolio in Q1 2026, its #103 holding.
  • SevenBridge Financial Group first reported a position in Bristol-Myers Squibb in Q1 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Bristol-Myers Squibb position peaked at $3.45M in Q4 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.