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

Twin Lakes 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	$287K	Sell	4,731 -300	-6%	-$17.5K	0.13%	78
2025 Q4	$271K	Buy	5,031 +54	+1%	+$2.6K	0.12%	77
2025 Q3	$224K	Buy	4,977 +69	+1%	+$3.22K	0.1%	81
2025 Q2	$227K	Sell	4,908 -39	-0.8%	-$1.91K	0.14%	80
2025 Q1	$302K	Sell	4,947 -99	-2%	-$5.77K	0.2%	65
2024 Q4	$285K	Sell	5,046 -762	-13%	-$42.6K	0.18%	72
2024 Q3	$301K	Buy	5,808 +70	+1%	+$3.28K	0.19%	68
2024 Q2	$238K	Sell	5,738 -1,325	-19%	-$59.3K	0.16%	73
2024 Q1	$383K	Buy	7,063 +83	+1%	+$4.23K	0.26%	60
2023 Q4	$358K	Buy	6,980 +75	+1%	+$3.94K	0.25%	62
2023 Q3	$401K	Buy	6,905 +61	+0.9%	+$3.74K	0.3%	58
2023 Q2	$438K	Buy	6,844 +55	+0.8%	+$3.69K	0.31%	54
2023 Q1	$471K	Buy	6,789 +52	+0.8%	+$3.67K	0.35%	51
2022 Q4	$485K	Buy	6,737 +46	+0.7%	+$3.47K	0.37%	50
2022 Q3	$476K	Buy	6,691 +47	+0.7%	+$3.41K	0.38%	55
2022 Q2	$512K	Sell	6,644 -370	-5%	-$28.2K	0.37%	49
2022 Q1	$512K	Buy	7,014 +131	+2%	+$8.8K	0.29%	62
2021 Q4	$429K	Buy	6,883 +56	+0.8%	+$3.29K	0.23%	66
2021 Q3	$404K	Sell	6,827 -19	-0.3%	-$1.25K	0.24%	64
2021 Q2	$457K	Sell	6,846 -250	-4%	-$16.3K	0.25%	58
2021 Q1	$448K	Buy	7,096 +205	+3%	+$12.8K	0.28%	58
2020 Q4	$427K	Buy	+6,891	New	+$424K	0.31%	57

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

Twin Lakes Capital Management's BMY Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 6% in Q1 2026, selling an estimated $17.5K and leaving 4,731 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #78.

Twin Lakes Capital Management first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $512K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Twin Lakes Capital Management held 4,731 shares of Bristol-Myers Squibb worth $287K as of Q1 2026.
Twin Lakes Capital Management sold 300 Bristol-Myers Squibb shares in Q1 2026, an estimated $17.5K.
Bristol-Myers Squibb made up 0.13% of Twin Lakes Capital Management's portfolio in Q1 2026, its #78 holding.
Twin Lakes Capital Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
Twin Lakes Capital Management's Bristol-Myers Squibb position peaked at $512K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.