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Siemens Fonds Invest’s Bristol-Myers Squibb BMY Stock Holding History

Siemens Fonds Invest’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 		$4.45M Sell
73,334
-1,324
-2% -$77.2K 0.25% 92
2025
Q4 		$4.05M Buy
74,658
+1,674
+2% +$80.5K 0.22% 110
2025
Q3 		$3.29M Sell
72,984
-2,830
-4% -$132K 0.18% 132
2025
Q2 		$3.51M Buy
75,814
+4,230
+6% +$208K 0.21% 122
2025
Q1 		$4.37M Buy
71,584
+821
+1% +$47.9K 0.3% 86
2024
Q4 		$3.97M Buy
70,763
+1,262
+2% +$70.5K 0.27% 94
2024
Q3 		$3.6M Hold
69,501
– – 0.29% 100
2024
Q2 		$2.89M Buy
69,501
+676
+1% +$30.2K 0.22% 123
2024
Q1 		$3.73M Sell
68,825
-3,090
-4% -$157K 0.29% 96
2023
Q4 		$3.69M Buy
71,915
+13,670
+23% +$718K 0.3% 93
2023
Q3 		$3.38M Buy
58,245
+796
+1% +$48.8K 0.34% 76
2023
Q2 		$3.66M Hold
57,449
– – 0.36% 79
2023
Q1 		$3.98M Sell
57,449
-264
-0.5% -$18.6K 0.42% 67
2022
Q4 		$4.15M Sell
57,713
-3,428
-6% -$258K 0.42% 61
2022
Q3 		$4.35M Sell
61,141
-1,777
-3% -$129K 0.5% 43
2022
Q2 		$4.84M Sell
62,918
-1,128
-2% -$85.9K 0.51% 46
2022
Q1 		$4.68M Sell
64,046
-530
-0.8% -$35.6K 0.38% 60
2021
Q4 		$4.04M Buy
64,576
+1,538
+2% +$90.2K 0.27% 83
2021
Q3 		$3.73M Buy
63,038
+2,674
+4% +$176K 0.25% 84
2021
Q2 		$4.03M Sell
60,364
-97,457
-62% -$6.35M 0.48% 61
2021
Q1 		$9.96M Sell
157,821
-12,834
-8% -$799K 0.97% 24
2020
Q4 		$10.6M Buy
+170,655
New +$10.5M 1.09% 20

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

Siemens Fonds Invest's BMY Position: Q1 2026 in Review

Siemens Fonds Invest reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q1 2026, selling an estimated $77.2K and leaving 73,334 shares worth $4.45M. The position accounts for 0.25% of the portfolio, ranked #92.

Siemens Fonds Invest first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2020. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Siemens Fonds Invest held 73,334 shares of Bristol-Myers Squibb worth $4.45M as of Q1 2026.
  • Siemens Fonds Invest sold 1,324 Bristol-Myers Squibb shares in Q1 2026, an estimated $77.2K.
  • Bristol-Myers Squibb made up 0.25% of Siemens Fonds Invest's portfolio in Q1 2026, its #92 holding.
  • Siemens Fonds Invest first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Bristol-Myers Squibb position peaked at $10.6M in Q4 2020.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.