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Te Ahumairangi Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Te Ahumairangi Investment 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 		$4.57M Sell
75,355
-2,250
-3% -$131K 0.77% 49
2025
Q4 		$4.19M Sell
77,605
-14,322
-16% -$689K 0.75% 50
2025
Q3 		$4.15M Buy
91,927
+8,700
+10% +$406K 0.7% 54
2025
Q2 		$3.85M Buy
83,227
+24,730
+42% +$1.21M 0.69% 56
2025
Q1 		$3.57M Sell
58,497
-14,647
-20% -$854K 0.76% 53
2024
Q4 		$4.14M Sell
73,144
-35,803
-33% -$2M 0.86% 47
2024
Q3 		$5.61M Sell
108,947
-37,110
-25% -$1.74M 0.99% 40
2024
Q2 		$6.07M Sell
146,057
-3,900
-3% -$175K 1.17% 31
2024
Q1 		$8.13M Buy
149,957
+4,250
+3% +$217K 1.41% 21
2023
Q4 		$7.48M Sell
145,707
-15,685
-10% -$823K 1.42% 21
2023
Q3 		$9.37M Buy
161,392
+1,470
+0.9% +$90.1K 1.52% 20
2023
Q2 		$10.2M Buy
159,922
+19,145
+14% +$1.28M 1.39% 21
2023
Q1 		$9.76M Buy
140,777
+15,865
+13% +$1.12M 1.4% 20
2022
Q4 		$8.99M Buy
124,912
+20,145
+19% +$1.52M 1.41% 22
2022
Q3 		$7.45M Buy
104,767
+2,190
+2% +$159K 1.26% 30
2022
Q2 		$7.9M Sell
102,577
-700
-0.7% -$53.3K 1.19% 34
2022
Q1 		$7.54M Buy
103,277
+600
+0.6% +$40.3K 1.02% 39
2021
Q4 		$6.4M Sell
102,677
-3,400
-3% -$199K 0.83% 51
2021
Q3 		$6.28M Buy
106,077
+7,000
+7% +$461K 0.87% 46
2021
Q2 		$6.62M Buy
99,077
+4,700
+5% +$306K 0.87% 47
2021
Q1 		$5.96M Buy
94,377
+12,500
+15% +$778K 0.76% 51
2020
Q4 		$5.08M Buy
81,877
+22,700
+38% +$1.4M 0.71% 56
2020
Q3 		$3.57M Buy
+59,177
New +$3.56M 0.61% 66

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Te Ahumairangi Investment Management's BMY Position: Q1 2026 in Review

Te Ahumairangi Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 2.9% in Q1 2026, selling an estimated $131K and leaving 75,355 shares worth $4.57M. The position accounts for 0.77% of the portfolio, ranked #49.

Te Ahumairangi Investment Management first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q2 2023. 2,527 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Te Ahumairangi Investment Management held 75,355 shares of Bristol-Myers Squibb worth $4.57M as of Q1 2026.
  • Te Ahumairangi Investment Management sold 2,250 Bristol-Myers Squibb shares in Q1 2026, an estimated $131K.
  • Bristol-Myers Squibb made up 0.77% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #49 holding.
  • Te Ahumairangi Investment Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • Te Ahumairangi Investment Management's Bristol-Myers Squibb position peaked at $10.2M in Q2 2023.
  • 2,527 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2026, filed 15 May 2026.