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Vanguard Personalized Indexing Management’s Bristol-Myers Squibb BMY Stock Holding History

Vanguard Personalized Indexing 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 		$14.1M Buy
232,774
+20,824
+10% +$1.21M 0.14% 120
2025
Q4 		$11.4M Buy
211,950
+16,823
+9% +$809K 0.11% 141
2025
Q3 		$8.8M Sell
195,127
-39,579
-17% -$1.85M 0.09% 185
2025
Q2 		$10.9M Buy
234,706
+5,771
+3% +$283K 0.12% 138
2025
Q1 		$14M Buy
228,935
+27,702
+14% +$1.61M 0.21% 85
2024
Q4 		$11.4M Buy
201,233
+40,542
+25% +$2.27M 0.17% 91
2024
Q3 		$8.31M Buy
160,691
+43,742
+37% +$2.05M 0.13% 125
2024
Q2 		$4.71M Sell
116,949
-13,032
-10% -$583K 0.09% 188
2024
Q1 		$7.05M Sell
129,981
-11,388
-8% -$580K 0.15% 118
2023
Q4 		$7.25M Buy
141,369
+47,067
+50% +$2.47M 0.19% 90
2023
Q3 		$5.47M Sell
94,302
-16,870
-15% -$1.03M 0.16% 96
2023
Q2 		$7.11M Sell
111,172
-8,237
-7% -$552K 0.22% 75
2023
Q1 		$8.28M Sell
119,409
-2,866
-2% -$202K 0.29% 55
2022
Q4 		$8.8M Buy
122,275
+10,294
+9% +$776K 0.36% 45
2022
Q3 		$7.96M Buy
111,981
+527
+0.5% +$38.2K 0.36% 42
2022
Q2 		$8.58M Buy
111,454
+31,781
+40% +$2.42M 0.4% 35
2022
Q1 		$5.82M Buy
79,673
+46,204
+138% +$3.1M 0.28% 63
2021
Q4 		$2.09M Sell
33,469
-12,745
-28% -$748K 0.12% 155
2021
Q3 		$2.73M Buy
46,214
+4,816
+12% +$317K 0.25% 72
2021
Q2 		$2.77M Buy
41,398
+20,713
+100% +$1.35M 0.29% 56
2021
Q1 		$1.31M Buy
20,685
+2,416
+13% +$150K 0.2% 106
2020
Q4 		$1.13M Buy
18,269
+2,406
+15% +$148K 0.25% 88
2020
Q3 		$956K Buy
15,863
+3,816
+32% +$230K 0.27% 81
2020
Q2 		$708K Buy
12,047
+1,702
+16% +$102K 0.32% 69
2020
Q1 		$577K Buy
+10,345
New +$632K 0.34% 84

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

Vanguard Personalized Indexing Management's BMY Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Bristol-Myers Squibb (BMY) stake by 9.8% in Q1 2026, buying an estimated $1.21M and bringing the position to 232,774 shares worth $14.1M. The position accounts for 0.14% of the portfolio, ranked #120.

Vanguard Personalized Indexing Management first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Vanguard Personalized Indexing Management held 232,774 shares of Bristol-Myers Squibb worth $14.1M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 20,824 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.21M.
  • Bristol-Myers Squibb made up 0.14% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #120 holding.
  • Vanguard Personalized Indexing Management first reported a position in Bristol-Myers Squibb in Q1 2020 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 Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.