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Steel Grove Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Steel Grove Capital 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 		$2.02M Buy
33,262
+554
+2% +$32.3K 0.21% 46
2025
Q4 		$1.76M Sell
32,708
-590
-2% -$28.4K 0.18% 54
2025
Q3 		$1.54M Sell
33,298
-5,000
-13% -$234K 0.18% 81
2025
Q2 		$4.63M Buy
38,298
+4,108
+12% +$202K 0.55% 21
2025
Q1 		$2.09M Sell
34,190
-2,120
-6% -$124K 0.32% 40
2024
Q4 		$2.05M Sell
36,310
-7,183
-17% -$401K 0.28% 36
2024
Q3 		$2.21M Buy
43,493
+10,313
+31% +$484K 0.31% 32
2024
Q2 		$1.38M Sell
33,180
-4,477
-12% -$200K 0.19% 73
2024
Q1 		$2.04M Buy
37,657
+30,718
+443% +$1.56M 0.27% 45
2023
Q4 		$356K Sell
6,939
-22,883
-77% -$1.2M 0.05% 128
2023
Q3 		$1.73M Buy
29,822
+236
+0.8% +$14.5K 0.23% 68
2023
Q2 		$1.89M Buy
29,586
+314
+1% +$21.1K 0.24% 66
2023
Q1 		$2.03M Buy
29,272
+1,085
+4% +$76.5K 0.27% 55
2022
Q4 		$2.03M Buy
28,187
+578
+2% +$43.6K 0.29% 51
2022
Q3 		$1.96M Buy
27,609
+73
+0.3% +$5.29K 0.35% 34
2022
Q2 		$2.12M Buy
27,536
+9
+0% +$685 0.39% 29
2022
Q1 		$2.01M Buy
27,527
+18,333
+199% +$1.23M 0.32% 37
2021
Q4 		$573K Sell
9,194
-16,158
-64% -$948K 0.11% 81
2021
Q3 		$1.5M Buy
25,352
+1,088
+4% +$71.7K 0.34% 54
2021
Q2 		$1.62M Buy
24,264
+3,735
+18% +$244K 0.44% 51
2021
Q1 		$1.3M Buy
20,529
+292
+1% +$18.2K 0.42% 58
2020
Q4 		$1.25M Buy
+20,237
New +$1.24M 0.41% 52
2019
Q1 		– Sell
-4,178
Closed -$217K – 143
2018
Q4 		$217K Buy
4,178
+289
+7% +$15.5K 0.03% 288
2018
Q3 		$241K Buy
3,889
+76
+2% +$4.51K 0.03% 276
2018
Q2 		$211K Sell
3,813
-165
-4% -$8.91K 0.03% 287
2018
Q1 		$252K Buy
3,978
+200
+5% +$12.9K 0.04% 266
2017
Q4 		$232K Sell
3,778
-2,050
-35% -$128K 0.03% 269
2017
Q3 		$371K Buy
5,828
+2,000
+52% +$117K 0.07% 198
2017
Q2 		$213K Sell
3,828
-5,000
-57% -$272K 0.04% 257
2017
Q1 		$480K Buy
8,828
+450
+5% +$24.7K 0.08% 170
2016
Q4 		$490K Sell
8,378
-500
-6% -$27.3K 0.1% 150
2016
Q3 		$479K Buy
8,878
+28
+0.3% +$1.8K 0.11% 114
2016
Q2 		$651K Buy
8,850
+1,000
+13% +$70.7K 0.16% 89
2016
Q1 		$504K Buy
7,850
+500
+7% +$31.5K 0.13% 94
2015
Q4 		$508K Hold
7,350
– – 0.13% 113
2015
Q3 		$438K Buy
+7,350
New +$466K 0.11% 113
2015
Q2 		– Sell
-9,350
Closed -$603K – 195
2015
Q1 		$603K Buy
+9,350
New +$585K 0.14% 86

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

Steel Grove Capital Advisors's BMY Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q1 2026, buying an estimated $32.3K and bringing the position to 33,262 shares worth $2.02M. The position accounts for 0.21% of the portfolio, ranked #46.

Steel Grove Capital Advisors first reported a position in BMY in Q1 2015 and has held it in 37 quarters since. The position peaked at $4.63M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Steel Grove Capital Advisors held 33,262 shares of Bristol-Myers Squibb worth $2.02M as of Q1 2026.
  • Steel Grove Capital Advisors bought 554 Bristol-Myers Squibb shares in Q1 2026, an estimated $32.3K.
  • Bristol-Myers Squibb made up 0.21% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #46 holding.
  • Steel Grove Capital Advisors first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 37 quarters since.
  • Steel Grove Capital Advisors's Bristol-Myers Squibb position peaked at $4.63M in Q2 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.