TD Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

TD Capital 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	$1.82K	Sell	30 -182	-86%	-$10.6K	﹤0.01%	686
2025 Q4	$11.4K	Sell	212 -44	-17%	-$2.12K	﹤0.01%	428
2025 Q3	$11.5K	Sell	256 -199	-44%	-$9.29K	﹤0.01%	401
2025 Q2	$21.1K	Sell	455 -165	-27%	-$8.1K	﹤0.01%	307
2025 Q1	$37.8K	Buy	620 +3	+0.5%	+$175	﹤0.01%	204
2024 Q4	$34.9K	Sell	617 -2,030	-77%	-$113K	﹤0.01%	208
2024 Q3	$137K	Buy	2,647 +2	+0.1%	+$94	0.01%	132
2024 Q2	$110K	Buy	2,645 +3	+0.1%	+$134	0.01%	138
2024 Q1	$143K	Buy	2,642 +196	+8%	+$9.98K	0.02%	120
2023 Q4	$126K	Hold	2,446	–	–	0.01%	122
2023 Q3	$142K	Hold	2,446	–	–	0.02%	110
2023 Q2	$156K	Hold	2,446	–	–	0.02%	104
2023 Q1	$170K	Sell	2,446 -140	-5%	-$9.87K	0.02%	95
2022 Q4	$186K	Hold	2,586	–	–	0.02%	86
2022 Q3	$184K	Sell	2,586 -145	-5%	-$10.5K	0.03%	85
2022 Q2	$210K	Sell	2,731 -117	-4%	-$8.91K	0.03%	79
2022 Q1	$208K	Hold	2,848	–	–	0.02%	88
2021 Q4	$178K	Hold	2,848	–	–	0.02%	92
2021 Q3	$169K	Sell	2,848 -116	-4%	-$7.64K	0.02%	89
2021 Q2	$198K	Hold	2,964	–	–	0.02%	76
2021 Q1	$187K	Sell	2,964 -44	-1%	-$2.74K	0.02%	75
2020 Q4	$187K	Hold	3,008	–	–	0.03%	66
2020 Q3	$181K	Hold	3,008	–	–	0.03%	55
2020 Q2	$177K	Hold	3,008	–	–	0.03%	55
2020 Q1	$168K	Hold	3,008	–	–	0.03%	56
2019 Q4	$193K	Hold	3,008	–	–	0.03%	59
2019 Q3	$153K	Hold	3,008	–	–	0.03%	60
2019 Q2	$136K	Hold	3,008	–	–	0.03%	57
2019 Q1	$144K	Hold	3,008	–	–	0.03%	55
2018 Q4	$156K	Buy	3,008 +30	+1%	+$1.61K	0.04%	51
2018 Q3	$185K	Hold	2,978	–	–	0.05%	49
2018 Q2	$165K	Hold	2,978	–	–	0.05%	46
2018 Q1	$188K	Hold	2,978	–	–	0.05%	46
2017 Q4	$182K	Hold	2,978	–	–	0.05%	46
2017 Q3	$190K	Hold	2,978	–	–	0.05%	46
2017 Q2	$166K	Hold	2,978	–	–	0.05%	47
2017 Q1	$162K	Hold	2,978	–	–	0.05%	49
2016 Q4	$174K	Hold	2,978	–	–	0.05%	47
2016 Q3	$161K	Sell	2,978 -863	-22%	-$55.4K	0.05%	48
2016 Q2	$283K	Hold	3,841	–	–	0.09%	41
2016 Q1	$245K	Hold	3,841	–	–	0.08%	43
2015 Q4	$264K	Hold	3,841	–	–	0.08%	37
2015 Q3	$227K	Hold	3,841	–	–	0.07%	43
2015 Q2	$256K	Hold	3,841	–	–	0.07%	48
2015 Q1	$248K	Hold	3,841	–	–	0.06%	52
2014 Q4	$227K	Hold	3,841	–	–	0.05%	55
2014 Q3	$197K	Hold	3,841	–	–	0.04%	55
2014 Q2	$186K	Hold	3,841	–	–	0.04%	49
2014 Q1	$200K	Sell	3,841 -307	-7%	-$16.3K	0.05%	47
2013 Q4	$220K	Buy	+4,148	New	+$211K	0.05%	47

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

TD Capital Management's BMY Position: Q1 2026 in Review

TD Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 86% in Q1 2026, selling an estimated $10.6K and leaving 30 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

TD Capital Management first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $283K in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

TD Capital Management held 30 shares of Bristol-Myers Squibb worth $1.82K as of Q1 2026.
TD Capital Management sold 182 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.6K.
Bristol-Myers Squibb made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #686 holding.
TD Capital Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
TD Capital Management's Bristol-Myers Squibb position peaked at $283K in Q2 2016.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.