Tacita Capital’s Bristol-Myers Squibb BMY Stock Holding History

Tacita Capital’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	$94.8K	Buy	1,563 +258	+20%	+$15K	0.06%	109
2025 Q4	$70.4K	Buy	1,305 +309	+31%	+$14.9K	0.04%	122
2025 Q3	$44.9K	Buy	996 +177	+22%	+$8.27K	0.03%	149
2025 Q2	$37.9K	Hold	819	–	–	0.02%	156
2025 Q1	$50K	Buy	819 +138	+20%	+$8.04K	0.04%	129
2024 Q4	$38.5K	Buy	+681	New	+$38K	0.03%	141
2023 Q4	–	Sell	-1,185	Closed	-$68.8K	–	220
2023 Q3	$68.8K	Buy	1,185 +1,040	+717%	+$63.7K	0.05%	129
2023 Q2	$9K	Sell	145 -400	-73%	-$26.8K	0.01%	175
2023 Q1	$38K	Sell	545 -85	-13%	-$6K	0.03%	146
2022 Q4	$45K	Hold	630	–	–	0.03%	140
2022 Q3	$45K	Hold	630	–	–	0.03%	128
2022 Q2	$49K	Sell	630 -65	-9%	-$4.95K	0.03%	136
2022 Q1	$51K	Buy	695 +295	+74%	+$19.8K	0.03%	144
2021 Q4	$25K	Sell	400 -2,766	-87%	-$162K	0.01%	166
2021 Q3	$187K	Hold	3,166	–	–	0.11%	85
2021 Q2	$212K	Sell	3,166 -965	-23%	-$62.9K	0.13%	84
2021 Q1	$261K	Sell	4,131 -33	-0.8%	-$2.05K	0.17%	78
2020 Q4	$258K	Buy	+4,164	New	+$256K	0.17%	75

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

Tacita Capital's BMY Position: Q1 2026 in Review

Tacita Capital increased its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, buying an estimated $15K and bringing the position to 1,563 shares worth $94.8K. The position accounts for 0.06% of the portfolio, ranked #109.

Tacita Capital first reported a position in BMY in Q4 2020 and has held it in 18 quarters since. The position peaked at $261K in Q1 2021. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Tacita Capital held 1,563 shares of Bristol-Myers Squibb worth $94.8K as of Q1 2026.
Tacita Capital bought 258 Bristol-Myers Squibb shares in Q1 2026, an estimated $15K.
Bristol-Myers Squibb made up 0.06% of Tacita Capital's portfolio in Q1 2026, its #109 holding.
Tacita Capital first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 18 quarters since.
Tacita Capital's Bristol-Myers Squibb position peaked at $261K in Q1 2021.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.