Sit Investment Associates’s Bristol-Myers Squibb BMY Stock Holding History

Sit Investment Associates’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 Q3	–	Sell	-25,600	Closed	-$1.19M	–	522
2025 Q2	$1.19M	Buy	+25,600	New	+$1.26M	0.03%	357
2023 Q4	–	Sell	-117,290	Closed	-$6.81M	–	537
2023 Q3	$6.81M	Sell	117,290 -32,385	-22%	-$1.98M	0.19%	163
2023 Q2	$9.57M	Buy	149,675 +7,005	+5%	+$470K	0.25%	117
2023 Q1	$9.89M	Sell	142,670 -1,710	-1%	-$121K	0.27%	118
2022 Q4	$10.4M	Sell	144,380 -3,485	-2%	-$263K	0.29%	105
2022 Q3	$10.5M	Buy	147,865 +27,705	+23%	+$2.01M	0.31%	97
2022 Q2	$9.25M	Buy	+120,160	New	+$9.15M	0.28%	103
2021 Q4	–	Sell	-143,378	Closed	-$8.48M	–	514
2021 Q3	$8.48M	Buy	143,378 +11,967	+9%	+$788K	0.22%	140
2021 Q2	$8.78M	Sell	131,411 -67,165	-34%	-$4.38M	0.22%	143
2021 Q1	$12.5M	Sell	198,576 -37,095	-16%	-$2.31M	0.33%	86
2020 Q4	$14.6M	Buy	235,671 +18,321	+8%	+$1.13M	0.4%	69
2020 Q3	$13.1M	Buy	217,350 +21,745	+11%	+$1.31M	0.39%	72
2020 Q2	$11.5M	Buy	195,605 +167,545	+597%	+$10M	0.36%	79
2020 Q1	$1.56M	Buy	28,060 +1,025	+4%	+$62.6K	0.06%	281
2019 Q4	$1.74M	Buy	27,035 +18,335	+211%	+$1.05M	0.05%	303
2019 Q3	$441K	Hold	8,700	–	–	0.01%	390
2019 Q2	$395K	Sell	8,700 -475	-5%	-$22.1K	0.01%	403
2019 Q1	$438K	Hold	9,175	–	–	0.01%	403
2018 Q4	$477K	Hold	9,175	–	–	0.02%	393
2018 Q3	$570K	Hold	9,175	–	–	0.01%	377
2018 Q2	$508K	Hold	9,175	–	–	0.01%	415
2018 Q1	$580K	Hold	9,175	–	–	0.01%	406
2017 Q4	$562K	Hold	9,175	–	–	0.01%	415
2017 Q3	$585K	Hold	9,175	–	–	0.01%	401
2017 Q2	$511K	Hold	9,175	–	–	0.01%	418
2017 Q1	$499K	Buy	9,175 +312	+4%	+$17.1K	0.01%	413
2016 Q4	$518K	Buy	8,863 +163	+2%	+$8.91K	0.01%	377
2016 Q3	$469K	Hold	8,700	–	–	0.01%	350
2016 Q2	$640K	Hold	8,700	–	–	0.02%	343
2016 Q1	$556K	Hold	8,700	–	–	0.01%	356
2015 Q4	$598K	Hold	8,700	–	–	0.01%	349
2015 Q3	$515K	Hold	8,700	–	–	0.01%	365
2015 Q2	$579K	Sell	8,700 -76,675	-90%	-$5.05M	0.01%	351
2015 Q1	$5.51M	Sell	85,375 -672,095	-89%	-$42.1M	0.1%	161
2014 Q4	$44.7M	Sell	757,470 -16,575	-2%	-$935K	0.74%	40
2014 Q3	$39.6M	Sell	774,045 -26,160	-3%	-$1.31M	0.69%	48
2014 Q2	$38.8M	Sell	800,205 -164,750	-17%	-$8.12M	0.66%	48
2014 Q1	$50.1M	Sell	964,955 -36,725	-4%	-$1.95M	0.88%	30
2013 Q4	$53.2M	Buy	1,001,680 +106,595	+12%	+$5.43M	0.95%	25
2013 Q3	$41.4M	Sell	895,085 -130,960	-13%	-$5.75M	0.79%	39
2013 Q2	$45.9M	Buy	+1,026,045	New	+$44.5M	0.93%	28

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sit Investment Associates's BMY Position: Q3 2025 in Review

Sit Investment Associates sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 25,600 shares — an estimated $1.19M sold.

Sit Investment Associates first reported a position in BMY in Q2 2013 and held it in 41 quarters. The position peaked at $53.2M in Q4 2013. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

Sit Investment Associates reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
Sit Investment Associates sold 25,600 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.19M.
Sit Investment Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 41 quarters.
Sit Investment Associates's Bristol-Myers Squibb position peaked at $53.2M in Q4 2013.
2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Sit Investment Associates's 13F filing for Q3 2025, filed 13 Nov 2025.