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 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 $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

Sphera Funds Management's BMY Position: Q1 2026 in Review

Sphera Funds Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 17,500 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #89.

Sphera Funds Management first reported a position in BMY in Q4 2014 and has held it in 23 quarters since. The position peaked at $58.7M in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Sphera Funds Management held 17,500 shares of Bristol-Myers Squibb worth $1.06M as of Q1 2026.
Sphera Funds Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.17% of Sphera Funds Management's portfolio in Q1 2026, its #89 holding.
Sphera Funds Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 23 quarters since.
Sphera Funds Management's Bristol-Myers Squibb position peaked at $58.7M in Q4 2019.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sphera Funds Management's 13F filing for Q1 2026, filed 15 May 2026.