SA
BMY icon

Sovran Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sovran Advisors’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 		$529K Buy
8,724
+3,047
+54% +$178K 0.04% 354
2025
Q4 		$321K Sell
5,677
-608
-10% -$29.2K 0.03% 433
2025
Q3 		$287K Buy
6,285
+100
+2% +$4.67K 0.03% 441
2025
Q2 		$291K Sell
6,185
-654
-10% -$32.1K 0.03% 405
2025
Q1 		$337K Buy
6,839
+1,932
+39% +$113K 0.04% 354
2024
Q4 		$274K Buy
+4,907
New +$274K 0.04% 351

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

Sovran Advisors's BMY Position: Q1 2026 in Review

Sovran Advisors increased its Bristol-Myers Squibb (BMY) stake by 54% in Q1 2026, buying an estimated $178K and bringing the position to 8,724 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #354.

Sovran Advisors first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sovran Advisors held 8,724 shares of Bristol-Myers Squibb worth $529K as of Q1 2026.
  • Sovran Advisors bought 3,047 Bristol-Myers Squibb shares in Q1 2026, an estimated $178K.
  • Bristol-Myers Squibb made up 0.04% of Sovran Advisors's portfolio in Q1 2026, its #354 holding.
  • Sovran Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.