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Sittner & Nelson’s Bristol-Myers Squibb BMY Stock Holding History

Sittner & Nelson’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
21,379
-252
-1% -$14.7K 0.47% 46
2025
Q4 		$1.34M Buy
21,631
+2,354
+12% +$113K 0.47% 45
2025
Q3 		$869K Buy
19,277
+2,165
+13% +$101K 0.32% 57
2025
Q2 		$792K Buy
17,112
+365
+2% +$17.9K 0.32% 59
2025
Q1 		$1.02M Buy
16,747
+19
+0.1% +$1.11K 0.44% 41
2024
Q4 		$946K Buy
16,728
+13
+0.1% +$726 0.41% 46
2024
Q3 		$865K Buy
16,715
+4,726
+39% +$222K 0.39% 47
2024
Q2 		$498K Buy
11,989
+617
+5% +$27.6K 0.25% 61
2024
Q1 		$617K Buy
11,372
+1,005
+10% +$51.2K 0.31% 56
2023
Q4 		$532K Buy
10,367
+837
+9% +$43.9K 0.28% 59
2023
Q3 		$553K Sell
9,530
-55
-0.6% -$3.37K 0.32% 56
2023
Q2 		$613K Buy
9,585
+20
+0.2% +$1.34K 0.34% 55
2023
Q1 		$663K Sell
9,565
-21
-0.2% -$1.48K 0.38% 49
2022
Q4 		$690K Buy
9,586
+3
+0% +$226 0.42% 50
2022
Q3 		$681K Buy
9,583
+1,552
+19% +$113K 0.46% 43
2022
Q2 		$618K Buy
8,031
+1,164
+17% +$88.7K 0.4% 48
2022
Q1 		$502K Buy
6,867
+3
+0% +$201 0.29% 56
2021
Q4 		$428K Buy
6,864
+204
+3% +$12K 0.25% 68
2021
Q3 		$394K Buy
6,660
+3
+0% +$198 0.25% 69
2021
Q2 		$445K Buy
6,657
+3
+0% +$196 0.31% 57
2021
Q1 		$420K Buy
6,654
+59
+0.9% +$3.67K 0.31% 59
2020
Q4 		$409K Buy
+6,595
New +$406K 0.37% 55

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

Sittner & Nelson's BMY Position: Q1 2026 in Review

Sittner & Nelson reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, selling an estimated $14.7K and leaving 21,379 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #46.

Sittner & Nelson first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sittner & Nelson held 21,379 shares of Bristol-Myers Squibb worth $1.3M as of Q1 2026.
  • Sittner & Nelson sold 252 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.7K.
  • Bristol-Myers Squibb made up 0.47% of Sittner & Nelson's portfolio in Q1 2026, its #46 holding.
  • Sittner & Nelson first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Bristol-Myers Squibb position peaked at $1.34M in Q4 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.