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

Tortoise 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
2025
Q4 		– Sell
-1,316
Closed -$59.4K – 387
2025
Q3 		$59.4K Sell
1,316
-23
-2% -$1.07K 0.01% 372
2025
Q2 		$62K Buy
1,339
+63
+5% +$3.09K 0.01% 359
2025
Q1 		$77.8K Buy
1,276
+1
+0.1% +$58 0.01% 315
2024
Q4 		$72.1K Buy
1,275
+3
+0.2% +$168 0.01% 352
2024
Q3 		$65.8K Buy
1,272
+1
+0.1% +$47 0.01% 369
2024
Q2 		$52.8K Sell
1,271
-105
-8% -$4.7K 0.01% 381
2024
Q1 		$74.6K Buy
1,376
+1
+0.1% +$51 0.01% 327
2023
Q4 		$70.6K Sell
1,375
-970
-41% -$50.9K 0.01% 315
2023
Q3 		$136K Buy
2,345
+317
+16% +$19.4K 0.02% 242
2023
Q2 		$130K Buy
2,028
+100
+5% +$6.71K 0.02% 252
2023
Q1 		$134K Hold
1,928
– – 0.02% 232
2022
Q4 		$139K Buy
1,928
+107
+6% +$8.07K 0.02% 225
2022
Q3 		$129K Hold
1,821
– – 0.03% 221
2022
Q2 		$140K Sell
1,821
-115
-6% -$8.76K 0.03% 198
2022
Q1 		$141K Buy
1,936
+115
+6% +$7.72K 0.03% 206
2021
Q4 		$114K Sell
1,821
-270
-13% -$15.8K 0.02% 208
2021
Q3 		$124K Sell
2,091
-133
-6% -$8.76K 0.03% 189
2021
Q2 		$149K Hold
2,224
– – 0.03% 177
2021
Q1 		$140K Hold
2,224
– – 0.03% 180
2020
Q4 		$138K Buy
2,224
+716
+47% +$44K 0.03% 170
2020
Q3 		$91K Hold
1,508
– – 0.02% 184
2020
Q2 		$89K Sell
1,508
-155
-9% -$9.27K 0.02% 182
2020
Q1 		$93K Sell
1,663
-500
-23% -$30.6K 0.03% 179
2019
Q4 		$139K Buy
2,163
+655
+43% +$37.5K 0.03% 167
2019
Q3 		$76K Sell
1,508
-100
-6% -$4.7K 0.02% 202
2019
Q2 		$73K Hold
1,608
– – 0.02% 216
2019
Q1 		$77K Sell
1,608
-1,600
-50% -$79.7K 0.02% 205
2018
Q4 		$167K Buy
3,208
+475
+17% +$25.5K 0.05% 150
2018
Q3 		$170K Hold
2,733
– – 0.04% 149
2018
Q2 		$151K Hold
2,733
– – 0.04% 156
2018
Q1 		$173K Buy
2,733
+233
+9% +$15K 0.05% 144
2017
Q4 		$153K Hold
2,500
– – 0.04% 149
2017
Q3 		$159K Buy
+2,500
New +$146K 0.05% 142
2017
Q2 		– Sell
-50
Closed -$3K – 491
2017
Q1 		$3K Hold
50
– – ﹤0.01% 416
2016
Q4 		$3K Sell
50
-50
-50% -$2.73K ﹤0.01% 427
2016
Q3 		$5K Sell
100
-1,372
-93% -$88.1K ﹤0.01% 366
2016
Q2 		$108K Sell
1,472
-1,200
-45% -$84.8K 0.04% 129
2016
Q1 		$171K Buy
2,672
+100
+4% +$6.31K 0.06% 111
2015
Q4 		$177K Hold
2,572
– – 0.06% 114
2015
Q3 		$152K Sell
2,572
-200
-7% -$12.7K 0.06% 119
2015
Q2 		$184K Buy
2,772
+200
+8% +$13.2K 0.07% 111
2015
Q1 		$166K Hold
2,572
– – 0.06% 116
2014
Q4 		$152K Hold
2,572
– – 0.06% 125
2014
Q3 		$132K Sell
2,572
-1,200
-32% -$59.9K 0.06% 128
2014
Q2 		$183K Buy
3,772
+1,200
+47% +$59.1K 0.08% 104
2014
Q1 		$134K Hold
2,572
– – 0.06% 117
2013
Q4 		$137K Hold
2,572
– – 0.08% 107
2013
Q3 		$119K Hold
2,572
– – 0.07% 103
2013
Q2 		$115K Buy
+2,572
New +$112K 0.08% 96

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's BMY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 1,316 shares — an estimated $59.4K sold.

Tortoise Investment Management first reported a position in BMY in Q2 2013 and held it in 49 quarters. The position peaked at $184K in Q2 2015. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Tortoise Investment Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,316 Bristol-Myers Squibb shares in Q4 2025, an estimated $59.4K.
  • Tortoise Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 49 quarters.
  • Tortoise Investment Management's Bristol-Myers Squibb position peaked at $184K in Q2 2015.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.