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Stratos Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Stratos Investment 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 		$2.2M Sell
36,264
-641
-2% -$37.4K 0.09% 134
2025
Q4 		$1.99M Buy
36,905
+2,548
+7% +$123K 0.08% 133
2025
Q3 		$1.55M Sell
34,357
-2,001
-6% -$93.5K 0.06% 144
2025
Q2 		$1.68M Buy
36,358
+2,552
+8% +$125K 0.08% 154
2025
Q1 		$2.06M Buy
33,806
+6,309
+23% +$368K 0.11% 120
2024
Q4 		$1.56M Sell
27,497
-3,199
-10% -$179K 0.09% 112
2024
Q3 		$1.59M Buy
30,696
+5,922
+24% +$278K 0.11% 109
2024
Q2 		$1.03M Buy
24,774
+4,614
+23% +$206K 0.09% 116
2024
Q1 		$1.09M Buy
20,160
+2,519
+14% +$128K 0.11% 106
2023
Q4 		$905K Sell
17,641
-1,309
-7% -$68.7K 0.11% 104
2023
Q3 		$1.1M Buy
18,950
+2,637
+16% +$162K 0.16% 90
2023
Q2 		$1.04M Buy
16,313
+3,236
+25% +$217K 0.16% 93
2023
Q1 		$906K Buy
13,077
+1,166
+10% +$82.2K 0.15% 97
2022
Q4 		$857K Sell
11,911
-6
-0.1% -$452 0.15% 99
2022
Q3 		$847K Sell
11,917
-1,599
-12% -$116K 0.17% 95
2022
Q2 		$1.04M Sell
13,516
-448
-3% -$34.1K 0.2% 89
2022
Q1 		$1.02M Buy
13,964
+1,801
+15% +$121K 0.17% 93
2021
Q4 		$758K Buy
12,163
+1,775
+17% +$104K 0.12% 106
2021
Q3 		$615K Buy
10,388
+1,402
+16% +$92.3K 0.11% 126
2021
Q2 		$600K Buy
8,986
+1,490
+20% +$97.2K 0.17% 86
2021
Q1 		$473K Sell
7,496
-1,973
-21% -$123K 0.15% 92
2020
Q4 		$587K Buy
9,469
+970
+11% +$59.6K 0.18% 89
2020
Q3 		$512K Buy
8,499
+1,700
+25% +$102K 0.19% 91
2020
Q2 		$400K Buy
6,799
+2,008
+42% +$120K 0.17% 88
2020
Q1 		$267K Buy
+4,791
New +$293K 0.14% 88

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

Stratos Investment Management's BMY Position: Q1 2026 in Review

Stratos Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q1 2026, selling an estimated $37.4K and leaving 36,264 shares worth $2.2M. The position accounts for 0.09% of the portfolio, ranked #134.

Stratos Investment Management first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stratos Investment Management held 36,264 shares of Bristol-Myers Squibb worth $2.2M as of Q1 2026.
  • Stratos Investment Management sold 641 Bristol-Myers Squibb shares in Q1 2026, an estimated $37.4K.
  • Bristol-Myers Squibb made up 0.09% of Stratos Investment Management's portfolio in Q1 2026, its #134 holding.
  • Stratos Investment Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.