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Syverson Strege & Co’s Bristol-Myers Squibb BMY Stock Holding History

Syverson Strege & Co’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 		$340K Buy
5,613
+674
+14% +$39.3K 0.08% 109
2025
Q4 		$266K Buy
+4,939
New +$238K 0.06% 126
2025
Q3 		– Sell
-5,533
Closed -$256K – 168
2025
Q2 		$256K Buy
+5,533
New +$272K 0.06% 134
2023
Q2 		– Sell
-1,062
Closed -$73.6K – 137
2023
Q1 		$73.6K Buy
1,062
+20
+2% +$1.41K 0.03% 104
2022
Q4 		$75K Hold
1,042
– – 0.03% 107
2022
Q3 		$74K Sell
1,042
-133
-11% -$9.65K 0.04% 104
2022
Q2 		$90K Buy
1,175
+65
+6% +$4.95K 0.03% 104
2022
Q1 		$81K Buy
1,110
+68
+7% +$4.57K 0.09% 99
2021
Q4 		$65K Sell
1,042
-7
-0.7% -$411 0.05% 117
2021
Q3 		$62K Buy
1,049
+7
+0.7% +$461 0.05% 125
2021
Q2 		$70K Sell
1,042
-214
-17% -$14K 0.06% 110
2021
Q1 		$79K Buy
1,256
+134
+12% +$8.34K 0.08% 95
2020
Q4 		$70K Buy
+1,122
New +$69K 0.07% 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

Syverson Strege & Co's BMY Position: Q1 2026 in Review

Syverson Strege & Co increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, buying an estimated $39.3K and bringing the position to 5,613 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #109.

Syverson Strege & Co first reported a position in BMY in Q4 2020 and has held it in 13 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Syverson Strege & Co held 5,613 shares of Bristol-Myers Squibb worth $340K as of Q1 2026.
  • Syverson Strege & Co bought 674 Bristol-Myers Squibb shares in Q1 2026, an estimated $39.3K.
  • Bristol-Myers Squibb made up 0.08% of Syverson Strege & Co's portfolio in Q1 2026, its #109 holding.
  • Syverson Strege & Co first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 13 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.