SKBA Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

SKBA Capital 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	$224K	Buy	+3,700	New	+$216K	0.03%	79
2025 Q2	–	Sell	-3,700	Closed	-$226K	–	85
2025 Q1	$226K	Hold	3,700	–	–	0.03%	85
2024 Q4	$209K	Buy	+3,700	New	+$207K	0.03%	76
2024 Q2	–	Sell	-3,700	Closed	-$201K	–	75
2024 Q1	$201K	Buy	+3,700	New	+$188K	0.03%	75
2023 Q4	–	Sell	-3,700	Closed	-$215K	–	78
2023 Q3	$215K	Hold	3,700	–	–	0.04%	75
2023 Q2	$237K	Hold	3,700	–	–	0.04%	75
2023 Q1	$256K	Hold	3,700	–	–	0.05%	72
2022 Q4	$266K	Hold	3,700	–	–	0.05%	68
2022 Q3	$263K	Hold	3,700	–	–	0.06%	67
2022 Q2	$285K	Hold	3,700	–	–	0.06%	67
2022 Q1	$270K	Sell	3,700 -500	-12%	-$33.6K	0.05%	74
2021 Q4	$262K	Hold	4,200	–	–	0.05%	77
2021 Q3	$249K	Hold	4,200	–	–	0.05%	74
2021 Q2	$281K	Hold	4,200	–	–	0.06%	70
2021 Q1	$265K	Buy	4,200 +500	+14%	+$31.1K	0.04%	72
2020 Q4	$230K	Buy	+3,700	New	+$228K	0.04%	71

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

SKBA Capital Management's BMY Position: Q1 2026 in Review

SKBA Capital Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 3,700 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #79 among its holdings. This is a return to the name: SKBA Capital Management previously reported a position in BMY as recently as Q1 2025.

SKBA Capital Management first reported a position in BMY in Q4 2020 and has held it in 16 quarters since. The position peaked at $285K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

SKBA Capital Management held 3,700 shares of Bristol-Myers Squibb worth $224K as of Q1 2026.
Bristol-Myers Squibb was a new SKBA Capital Management position in Q1 2026.
Bristol-Myers Squibb made up 0.03% of SKBA Capital Management's portfolio in Q1 2026, its #79 holding.
SKBA Capital Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 16 quarters since.
SKBA Capital Management's Bristol-Myers Squibb position peaked at $285K in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on SKBA Capital Management's 13F filing for Q1 2026, filed 13 May 2026.