Sofinnova Investments’s Bristol-Myers Squibb BMY Stock Holding History

Sofinnova Investments’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	$121M	Buy	1,988,721 +475,727	+31%	+$27.7M	4.58%	4
2025 Q4	$81.6M	Buy	+1,512,994	New	+$72.8M	3.52%	5
2025 Q2	–	Sell	-371,497	Closed	-$22.7M	–	66
2025 Q1	$22.7M	Buy	+371,497	New	+$21.7M	1.48%	23
2019 Q4	–	Sell	-478,349	Closed	-$24.3M	–	63
2019 Q3	$24.3M	Buy	478,349 +304,500	+175%	+$14.3M	2.19%	14
2019 Q2	$7.88M	Buy	+173,849	New	+$8.1M	0.72%	32
2018 Q2	–	Sell	-15,033	Closed	-$951K	–	60
2018 Q1	$951K	Buy	+15,033	New	+$967K	0.16%	20

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

Sofinnova Investments's BMY Position: Q1 2026 in Review

Sofinnova Investments increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $27.7M and bringing the position to 1,988,721 shares worth $121M. The position accounts for 4.58% of the portfolio, ranked #4.

Sofinnova Investments first reported a position in BMY in Q1 2018 and has held it in 6 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Sofinnova Investments held 1,988,721 shares of Bristol-Myers Squibb worth $121M as of Q1 2026.
Sofinnova Investments bought 475,727 Bristol-Myers Squibb shares in Q1 2026, an estimated $27.7M.
Bristol-Myers Squibb made up 4.58% of Sofinnova Investments's portfolio in Q1 2026, its #4 holding.
Sofinnova Investments first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 6 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.