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Tidal Investments’s Bristol-Myers Squibb BMY Stock Holding History

Tidal 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
Q1 		$42.6M Buy
708,717
+567,716
+403% +$33.1M 0.09% 200
2025
Q4 		$7.52M Buy
141,001
+35,412
+34% +$1.7M 0.02% 536
2025
Q3 		$4.76M Sell
105,589
-27,973
-21% -$1.31M 0.01% 604
2025
Q2 		$6.18M Buy
133,562
+52,263
+64% +$2.57M 0.04% 419
2025
Q1 		$4.96M Sell
81,299
-8,898
-10% -$519K 0.04% 409
2024
Q4 		$5.1M Sell
90,197
-35,153
-28% -$1.96M 0.04% 414
2024
Q3 		$6.49M Sell
125,350
-19,338
-13% -$907K 0.07% 275
2024
Q2 		$6.01M Buy
144,688
+60,487
+72% +$2.71M 0.08% 230
2024
Q1 		$4.55M Sell
84,201
-10,529
-11% -$536K 0.08% 260
2023
Q4 		$4.86M Buy
94,730
+24,089
+34% +$1.26M 0.11% 152
2023
Q3 		$4.1M Buy
70,641
+12,992
+23% +$796K 0.12% 157
2023
Q2 		$3.69M Buy
57,649
+5,532
+11% +$371K 0.11% 181
2023
Q1 		$3.61M Sell
52,117
-13,505
-21% -$953K 0.12% 170
2022
Q4 		$4.72M Buy
65,622
+2,445
+4% +$184K 0.18% 118
2022
Q3 		$4.49M Buy
63,177
+8,962
+17% +$650K 0.19% 104
2022
Q2 		$4.17M Sell
54,215
-17,696
-25% -$1.35M 0.15% 120
2022
Q1 		$5.25M Buy
71,911
+10,734
+18% +$721K 0.16% 110
2021
Q4 		$3.81M Buy
61,177
+19,270
+46% +$1.13M 0.12% 137
2021
Q3 		$2.5M Buy
41,907
+12,232
+41% +$806K 0.09% 153
2021
Q2 		$1.97M Sell
29,675
-3
-0% -$196 0.08% 168
2021
Q1 		$1.87M Buy
29,678
+8,437
+40% +$525K 0.09% 118
2020
Q4 		$1.32M Buy
+21,241
New +$1.31M 0.09% 117
2020
Q3 		– Sell
-13,311
Closed -$783K – 248
2020
Q2 		$783K Buy
13,311
+8,275
+164% +$495K 0.11% 113
2020
Q1 		$281K Sell
5,036
-2,945
-37% -$180K 0.08% 174
2019
Q4 		$512K Buy
+7,981
New +$457K 0.22% 99

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

Tidal Investments's BMY Position: Q1 2026 in Review

Tidal Investments increased its Bristol-Myers Squibb (BMY) stake by 403% in Q1 2026, buying an estimated $33.1M and bringing the position to 708,717 shares worth $42.6M. The position accounts for 0.09% of the portfolio, ranked #200.

Tidal Investments first reported a position in BMY in Q4 2019 and has held it in 25 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Tidal Investments held 708,717 shares of Bristol-Myers Squibb worth $42.6M as of Q1 2026.
  • Tidal Investments bought 567,716 Bristol-Myers Squibb shares in Q1 2026, an estimated $33.1M.
  • Bristol-Myers Squibb made up 0.09% of Tidal Investments's portfolio in Q1 2026, its #200 holding.
  • Tidal Investments first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 25 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.