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Sterneck Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Sterneck Capital 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 		$311K Hold
5,121
– – 0.14% 87
2025
Q4 		$276K Sell
5,121
-401
-7% -$19.3K 0.12% 89
2025
Q3 		$249K Hold
5,522
– – 0.12% 87
2025
Q2 		$256K Hold
5,522
– – 0.13% 82
2025
Q1 		$337K Sell
5,522
-540
-9% -$31.5K 0.18% 69
2024
Q4 		$343K Hold
6,062
– – 0.19% 58
2024
Q3 		$314K Hold
6,062
– – 0.17% 66
2024
Q2 		$252K Buy
6,062
+305
+5% +$13.6K 0.14% 78
2024
Q1 		$312K Hold
5,757
– – 0.19% 70
2023
Q4 		$295K Buy
5,757
+900
+19% +$47.2K 0.19% 74
2023
Q3 		$282K Sell
4,857
-400
-8% -$24.5K 0.19% 73
2023
Q2 		$336K Hold
5,257
– – 0.21% 66
2023
Q1 		$364K Hold
5,257
– – 0.23% 68
2022
Q4 		$378K Hold
5,257
– – 0.25% 65
2022
Q3 		$374K Hold
5,257
– – 0.26% 58
2022
Q2 		$405K Buy
5,257
+403
+8% +$30.7K 0.27% 62
2022
Q1 		$354K Sell
4,854
-1,903
-28% -$128K 0.21% 65
2021
Q4 		$421K Buy
6,757
+1,480
+28% +$86.8K 0.25% 63
2021
Q3 		$312K Buy
5,277
+1,821
+53% +$120K 0.2% 70
2021
Q2 		$238K Hold
3,456
– – 0.15% 79
2021
Q1 		$218K Buy
+3,456
New +$215K 0.15% 77
2020
Q4 		– Sell
-3,562
Closed -$215K – 79
2020
Q3 		$215K Sell
3,562
-1,000
-22% -$60.2K 0.18% 67
2020
Q2 		$268K Sell
4,562
-1,600
-26% -$95.7K 0.25% 57
2020
Q1 		$343K Hold
6,162
– – 0.35% 57
2019
Q4 		$396K Buy
6,162
+70
+1% +$4.01K 0.32% 59
2019
Q3 		$309K Sell
6,092
-400
-6% -$18.8K 0.28% 63
2019
Q2 		$294K Buy
6,492
+800
+14% +$37.3K 0.25% 63
2019
Q1 		$272K Buy
5,692
+1,400
+33% +$69.7K 0.24% 66
2018
Q4 		$223K Hold
4,292
– – 0.22% 68
2018
Q3 		$266K Sell
4,292
-1,500
-26% -$89K 0.19% 83
2018
Q2 		$321K Buy
5,792
+1,000
+21% +$54K 0.22% 75
2018
Q1 		$303K Sell
4,792
-1,000
-17% -$64.3K 0.18% 92
2017
Q4 		$355K Sell
5,792
-2,387
-29% -$149K 0.21% 83
2017
Q3 		$521K Hold
8,179
– – 0.3% 79
2017
Q2 		$456K Hold
8,179
– – 0.27% 78
2017
Q1 		$445K Buy
8,179
+1,665
+26% +$91.3K 0.26% 84
2016
Q4 		$381K Buy
6,514
+92
+1% +$5.03K 0.24% 86
2016
Q3 		$346K Hold
6,422
– – 0.23% 91
2016
Q2 		$472K Hold
6,422
– – 0.31% 81
2016
Q1 		$410K Sell
6,422
-63
-1% -$3.97K 0.29% 84
2015
Q4 		$446K Hold
6,485
– – 0.28% 77
2015
Q3 		$384K Sell
6,485
-1,447
-18% -$91.8K 0.25% 83
2015
Q2 		$528K Buy
7,932
+556
+8% +$36.6K 0.29% 79
2015
Q1 		$476K Buy
7,376
+150
+2% +$9.39K 0.26% 79
2014
Q4 		$427K Sell
7,226
-1,000
-12% -$56.4K 0.25% 78
2014
Q3 		$421K Hold
8,226
– – 0.25% 77
2014
Q2 		$399K Buy
8,226
+26
+0.3% +$1.28K 0.23% 82
2014
Q1 		$426K Sell
8,200
-500
-6% -$26.6K 0.23% 84
2013
Q4 		$462K Buy
8,700
+400
+5% +$20.4K 0.28% 80
2013
Q3 		$384K Sell
8,300
-154
-2% -$6.76K 0.24% 91
2013
Q2 		$378K Buy
+8,454
New +$367K 0.24% 101

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

Sterneck Capital Management's BMY Position: Q1 2026 in Review

Sterneck Capital Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,121 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #87.

Sterneck Capital Management first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. The position peaked at $528K in Q2 2015. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sterneck Capital Management held 5,121 shares of Bristol-Myers Squibb worth $311K as of Q1 2026.
  • Sterneck Capital Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.14% of Sterneck Capital Management's portfolio in Q1 2026, its #87 holding.
  • Sterneck Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 quarters since.
  • Sterneck Capital Management's Bristol-Myers Squibb position peaked at $528K in Q2 2015.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.