Stokes Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Stokes Family Office’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	$2.24M	Sell	36,983 -438	-1%	-$25.5K	0.23%	88
2025 Q4	$2.02M	Sell	37,421 -51	-0.1%	-$2.45K	0.18%	92
2025 Q3	$1.69M	Buy	37,472 +99	+0.3%	+$4.62K	0.16%	102
2025 Q2	$1.73M	Buy	37,373 +971	+3%	+$47.7K	0.18%	96
2025 Q1	$2.22M	Sell	36,402 -788	-2%	-$45.9K	0.25%	80
2024 Q4	$2.1M	Sell	37,190 -1,813	-5%	-$101K	0.22%	83
2024 Q3	$2.02M	Sell	39,003 -1,866	-5%	-$87.5K	0.22%	82
2024 Q2	$1.7M	Sell	40,869 -356	-0.9%	-$15.9K	0.2%	90
2024 Q1	$2.24M	Buy	41,225 +781	+2%	+$39.8K	0.28%	78
2023 Q4	$2.08M	Sell	40,444 -1,391	-3%	-$73K	0.28%	78
2023 Q3	$2.43M	Buy	41,835 +248	+0.6%	+$15.2K	0.29%	76
2023 Q2	$2.66M	Buy	41,587 +290	+0.7%	+$19.4K	0.31%	69
2023 Q1	$2.86M	Sell	41,297 -321	-0.8%	-$22.6K	0.36%	63
2022 Q4	$2.99M	Buy	41,618 +749	+2%	+$56.5K	0.39%	63
2022 Q3	$2.9M	Buy	40,869 +658	+2%	+$47.7K	0.41%	55
2022 Q2	$3.1M	Buy	40,211 +689	+2%	+$52.5K	0.42%	58
2022 Q1	$2.89M	Buy	39,522 +178	+0.5%	+$12K	0.38%	61
2021 Q4	$2.45M	Sell	39,344 -881	-2%	-$51.7K	0.31%	66
2021 Q3	$2.38M	Sell	40,225 -551	-1%	-$36.3K	0.33%	66
2021 Q2	$2.73M	Buy	40,776 +761	+2%	+$49.6K	0.39%	58
2021 Q1	$2.53M	Buy	40,015 +1,142	+3%	+$71.1K	0.39%	55
2020 Q4	$2.41M	Buy	38,873 +396	+1%	+$24.4K	0.48%	52
2020 Q3	$2.32M	Buy	38,477 +835	+2%	+$50.3K	0.53%	47
2020 Q2	$2.21M	Buy	37,642 +747	+2%	+$44.7K	0.56%	49
2020 Q1	$2.06M	Buy	36,895 +110	+0.3%	+$6.72K	0.55%	45
2019 Q4	$2.36M	Buy	+36,785	New	+$2.11M	0.52%	46

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

Stokes Family Office's BMY Position: Q1 2026 in Review

Stokes Family Office reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, selling an estimated $25.5K and leaving 36,983 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #88.

Stokes Family Office first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.1M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Stokes Family Office held 36,983 shares of Bristol-Myers Squibb worth $2.24M as of Q1 2026.
Stokes Family Office sold 438 Bristol-Myers Squibb shares in Q1 2026, an estimated $25.5K.
Bristol-Myers Squibb made up 0.23% of Stokes Family Office's portfolio in Q1 2026, its #88 holding.
Stokes Family Office first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's Bristol-Myers Squibb position peaked at $3.1M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.