Sphera Funds Management’s Bristol-Myers Squibb BMY Stock Holding History

Sphera Funds 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 Q2	–	Sell	-17,500	Closed	-$1.06M	–	110
2026 Q1	$1.06M	Hold	17,500	–	–	0.17%	89
2025 Q4	$944K	Hold	17,500	–	–	0.18%	87
2025 Q3	$789K	Hold	17,500	–	–	0.17%	100
2025 Q2	$810K	Sell	17,500 -2,500	-13%	-$123K	0.19%	93
2025 Q1	$1.22M	Hold	20,000	–	–	0.28%	85
2024 Q4	$1.13M	Buy	+20,000	New	+$1.12M	0.2%	91
2021 Q2	–	Sell	-200,000	Closed	-$12.6M	–	138
2021 Q1	$12.6M	Sell	200,000 -425,000	-68%	-$26.4M	0.97%	21
2020 Q4	$38.8M	Buy	+625,000	New	+$38.4M	3.44%	7
2020 Q3	–	Sell	-700,000	Closed	-$41.2M	–	99
2020 Q2	$41.2M	Sell	700,000 -80,000	-10%	-$4.79M	3.87%	8
2020 Q1	$43.5M	Sell	780,000 -135,000	-15%	-$8.25M	5.44%	5
2019 Q4	$58.7M	Sell	915,000 -194,900	-18%	-$11.2M	4.84%	4
2019 Q3	$56.3M	Buy	1,109,900 +180,000	+19%	+$8.46M	8.69%	1
2019 Q2	$42.2M	Buy	929,900 +50,000	+6%	+$2.33M	5.77%	3
2019 Q1	$42M	Buy	879,900 +249,900	+40%	+$12.4M	3.83%	2
2018 Q4	$32.7M	Buy	630,000 +90,000	+17%	+$4.84M	3.69%	4
2018 Q3	$33.5M	Buy	+540,000	New	+$32M	3.85%	6
2017 Q3	–	Sell	-248,000	Closed	-$13.8M	–	135
2017 Q2	$13.8M	Buy	248,000 +98,000	+65%	+$5.33M	2.35%	10
2017 Q1	$8.16M	Buy	+150,000	New	+$8.23M	1.59%	12
2016 Q1	–	Sell	-121,500	Closed	-$8.36M	–	96
2015 Q4	$8.36M	Sell	121,500 -28,500	-19%	-$1.88M	1.22%	13
2015 Q3	$8.88M	Buy	150,000 +50,000	+50%	+$3.17M	1.13%	19
2015 Q2	$6.65M	Hold	100,000	–	–	0.65%	27
2015 Q1	$6.45M	Sell	100,000 -50,000	-33%	-$3.13M	0.67%	29
2014 Q4	$8.86M	Buy	+150,000	New	+$8.46M	1.51%	14

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sphera Funds Management's BMY Position: Q2 2026 in Review

Sphera Funds Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 17,500 shares — an estimated $1.06M sold.

Sphera Funds Management first reported a position in BMY in Q4 2014 and held it in 23 quarters. The position peaked at $58.7M in Q4 2019. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sphera Funds Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Sphera Funds Management sold 17,500 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.06M.
Sphera Funds Management first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 23 quarters.
Sphera Funds Management's Bristol-Myers Squibb position peaked at $58.7M in Q4 2019.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sphera Funds Management's 13F filing for Q2 2026, filed 14 Aug 2026.