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

Sherman 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	$173K	Hold	2,849	–	–	0.16%	55
2025 Q4	$154K	Hold	2,849	–	–	0.13%	70
2025 Q3	$128K	Hold	2,849	–	–	0.11%	73
2025 Q2	$132K	Hold	2,849	–	–	0.12%	70
2025 Q1	$174K	Sell	2,849 -12	-0.4%	-$699	0.17%	62
2024 Q4	$162K	Buy	+2,861	New	+$160K	0.15%	65

Other funds holding BMY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Sherman Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 2,849 shares worth $173K. The position accounts for 0.16% of the portfolio, ranked #55.

Sherman Asset Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $174K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Sherman Asset Management held 2,849 shares of Bristol-Myers Squibb worth $173K as of Q1 2026.
Sherman Asset Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.16% of Sherman Asset Management's portfolio in Q1 2026, its #55 holding.
Sherman Asset Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
Sherman Asset Management's Bristol-Myers Squibb position peaked at $174K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.