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

Truvestments 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 		$3.59M Buy
59,220
+1,239
+2% +$72.2K 0.65% 35
2025
Q4 		$3.13M Sell
57,981
-838
-1% -$40.3K 0.57% 56
2025
Q3 		$2.65M Sell
58,819
-655
-1% -$30.6K 0.48% 63
2025
Q2 		$2.75M Sell
59,474
-322
-0.5% -$15.8K 0.55% 57
2025
Q1 		$3.65M Buy
59,796
+52,994
+779% +$3.09M 0.79% 42
2024
Q4 		$385K Buy
6,802
+581
+9% +$32.5K 0.1% 157
2024
Q3 		$322K Sell
6,221
-5,569
-47% -$261K 0.09% 172
2024
Q2 		$490K Sell
11,790
-2,614
-18% -$117K 0.2% 117
2024
Q1 		$781K Sell
14,404
-23,332
-62% -$1.19M 0.3% 77
2023
Q4 		$1.94M Buy
37,736
+3,046
+9% +$160K 0.87% 41
2023
Q3 		$2.01M Buy
34,690
+1,106
+3% +$67.8K 1.05% 32
2023
Q2 		$2.15M Buy
33,584
+1,279
+4% +$85.8K 1.07% 31
2023
Q1 		$2.24M Buy
32,305
+3,644
+13% +$257K 1.19% 24
2022
Q4 		$2.06M Buy
28,661
+2,400
+9% +$181K 1.16% 23
2022
Q3 		$1.87M Sell
26,261
-512
-2% -$37.1K 1.18% 27
2022
Q2 		$2.06M Sell
26,773
-1,533
-5% -$117K 1.21% 22
2022
Q1 		$2.07M Sell
28,306
-1,644
-5% -$110K 1.13% 36
2021
Q4 		$1.87M Buy
29,950
+470
+2% +$27.6K 0.94% 42
2021
Q3 		$1.74M Buy
29,480
+1,901
+7% +$125K 0.96% 43
2021
Q2 		$1.84M Buy
27,579
+4,384
+19% +$286K 1.01% 38
2021
Q1 		$1.46M Buy
23,195
+5,913
+34% +$368K 0.83% 43
2020
Q4 		$1.07M Buy
17,282
+885
+5% +$54.4K 0.74% 42
2020
Q3 		$988K Buy
16,397
+12,521
+323% +$754K 0.89% 40
2020
Q2 		$227K Buy
3,876
+439
+13% +$26.3K 0.23% 84
2020
Q1 		$191K Sell
3,437
-5,007
-59% -$306K 0.24% 91
2019
Q4 		$542K Buy
8,444
+4,695
+125% +$269K 0.38% 84
2019
Q3 		$190K Hold
3,749
– – 0.12% 131
2019
Q2 		$170K Buy
3,749
+1,353
+56% +$63K 0.11% 147
2019
Q1 		$114K Buy
+2,396
New +$119K 0.09% 146
2018
Q3 		$411K Buy
6,625
+1,531
+30% +$90.9K 0.2% 116
2018
Q2 		$282K Buy
+5,094
New +$275K 0.18% 136

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

Truvestments Capital's BMY Position: Q1 2026 in Review

Truvestments Capital increased its Bristol-Myers Squibb (BMY) stake by 2.1% in Q1 2026, buying an estimated $72.2K and bringing the position to 59,220 shares worth $3.59M. The position accounts for 0.65% of the portfolio, ranked #35.

Truvestments Capital first reported a position in BMY in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.65M in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Truvestments Capital held 59,220 shares of Bristol-Myers Squibb worth $3.59M as of Q1 2026.
  • Truvestments Capital bought 1,239 Bristol-Myers Squibb shares in Q1 2026, an estimated $72.2K.
  • Bristol-Myers Squibb made up 0.65% of Truvestments Capital's portfolio in Q1 2026, its #35 holding.
  • Truvestments Capital first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 31 quarters since.
  • Truvestments Capital's Bristol-Myers Squibb position peaked at $3.65M in Q1 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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