Systematic Alpha Investments’s Bristol-Myers Squibb BMY Stock Holding History

Systematic Alpha Investments’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	$18M	Hold	296,292	–	–	0.63%	33
2025 Q4	$16M	Hold	296,292	–	–	0.5%	35
2025 Q3	$13.4M	Hold	296,292	–	–	0.44%	44
2025 Q2	$13.7M	Hold	296,292	–	–	0.49%	39
2025 Q1	$18.1M	Hold	296,292	–	–	0.69%	33
2024 Q4	$16.8M	Hold	296,292	–	–	0.62%	33
2024 Q3	$15.3M	Hold	296,292	–	–	0.56%	37
2024 Q2	$12.3M	Hold	296,292	–	–	0.47%	40
2024 Q1	$16.1M	Hold	296,292	–	–	0.64%	33
2023 Q4	$15.2M	Hold	296,292	–	–	0.68%	34
2023 Q3	$17.2M	Hold	296,292	–	–	0.86%	27
2023 Q2	$18.9M	Hold	296,292	–	–	0.92%	26
2023 Q1	$20.5M	Hold	296,292	–	–	1.08%	23
2022 Q4	$21.3M	Hold	296,292	–	–	1.08%	22
2022 Q3	$21.1M	Hold	296,292	–	–	1.27%	20
2022 Q2	$22.8M	Hold	296,292	–	–	1.29%	20
2022 Q1	$21.6M	Hold	296,292	–	–	1.05%	27
2021 Q4	$18.5M	Hold	296,292	–	–	0.86%	32
2021 Q3	$17.3M	Hold	296,292	–	–	0.76%	32
2021 Q2	$20M	Buy	296,292 +72,492	+32%	+$4.73M	0.91%	29
2021 Q1	$14.1M	Buy	223,800 +51,500	+30%	+$3.2M	0.91%	29
2020 Q4	$10.7M	Buy	+172,300	New	+$10.6M	1.16%	26

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

Systematic Alpha Investments's BMY Position: Q1 2026 in Review

Systematic Alpha Investments held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 296,292 shares worth $18M. The position accounts for 0.63% of the portfolio, ranked #33.

Systematic Alpha Investments first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.8M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Systematic Alpha Investments held 296,292 shares of Bristol-Myers Squibb worth $18M as of Q1 2026.
Systematic Alpha Investments left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.63% of Systematic Alpha Investments's portfolio in Q1 2026, its #33 holding.
Systematic Alpha Investments first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Bristol-Myers Squibb position peaked at $22.8M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.