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

TwinBeech 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
2025
Q4 		– Sell
-484,528
Closed -$21.9M – 613
2025
Q3 		$21.9M Buy
+484,528
New +$22.6M 0.86% 32
2024
Q3 		– Sell
-166,840
Closed -$6.93M – 682
2024
Q2 		$6.93M Buy
+166,840
New +$7.47M 0.14% 184
2023
Q4 		– Sell
-531,873
Closed -$30.9M – 663
2023
Q3 		$30.9M Buy
+531,873
New +$32.6M 0.59% 42
2023
Q2 		– Sell
-24,421
Closed -$1.69M – 613
2023
Q1 		$1.69M Sell
24,421
-231,756
-90% -$16.3M 0.03% 393
2022
Q4 		$18.4M Buy
256,177
+233,221
+1,016% +$17.6M 0.35% 74
2022
Q3 		$1.63M Buy
+22,956
New +$1.67M 0.04% 381
2021
Q4 		– Sell
-136,448
Closed -$8.07M – 577
2021
Q3 		$8.07M Buy
136,448
+105,169
+336% +$6.93M 0.57% 33
2021
Q2 		$2.09M Sell
31,279
-6,121
-16% -$399K 0.25% 122
2021
Q1 		$2.36M Sell
37,400
-2,733
-7% -$170K 0.35% 89
2020
Q4 		$2.49M Buy
+40,133
New +$2.47M 0.4% 74
2020
Q3 		– Sell
-73,772
Closed -$4.34M – 435
2020
Q2 		$4.34M Buy
+73,772
New +$4.41M 0.95% 28
2020
Q1 		– Sell
-5,374
Closed -$345K – 302
2019
Q4 		$345K Buy
+5,374
New +$308K 0.1% 272

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

TwinBeech Capital's BMY Position: Q4 2025 in Review

TwinBeech Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 484,528 shares — an estimated $21.9M sold.

TwinBeech Capital first reported a position in BMY in Q4 2019 and held it in 12 quarters. The position peaked at $30.9M in Q3 2023. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • TwinBeech Capital reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
  • TwinBeech Capital sold 484,528 Bristol-Myers Squibb shares in Q4 2025, an estimated $21.9M.
  • TwinBeech Capital first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 12 quarters.
  • TwinBeech Capital's Bristol-Myers Squibb position peaked at $30.9M in Q3 2023.
  • 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.