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 Q2	$17.1M	Hold	296,292	–	–	0.46%	38
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Systematic Alpha Investments's BMY Position: Q2 2026 in Review

Systematic Alpha Investments held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 296,292 shares worth $17.1M. The position accounts for 0.46% of the portfolio, ranked #38.

Systematic Alpha Investments first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.8M in Q2 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Systematic Alpha Investments held 296,292 shares of Bristol-Myers Squibb worth $17.1M as of Q2 2026.
Systematic Alpha Investments left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.46% of Systematic Alpha Investments's portfolio in Q2 2026, its #38 holding.
Systematic Alpha Investments first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's Bristol-Myers Squibb position peaked at $22.8M in Q2 2022.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.