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Versor Investments’s Bristol-Myers Squibb BMY Stock Holding History

Versor Investments’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 		– Sell
-9,206
Closed -$497K – 107
2025
Q4 		$497K Sell
9,206
-8,504
-48% -$409K 0.08% 329
2025
Q3 		$799K Buy
17,710
+9,698
+121% +$453K 0.15% 179
2025
Q2 		$371K Buy
+8,012
New +$393K 0.07% 477
2025
Q1 		– Sell
-21,208
Closed -$1.2M – 719
2024
Q4 		$1.2M Sell
21,208
-2,592
-11% -$145K 0.21% 109
2024
Q3 		$1.23M Buy
23,800
+2,900
+14% +$136K 0.19% 137
2024
Q2 		$868K Buy
+20,900
New +$935K 0.16% 184
2024
Q1 		– Sell
-13,600
Closed -$698K – 693
2023
Q4 		$698K Buy
13,600
+1,870
+16% +$98.2K 0.14% 228
2023
Q3 		$681K Buy
+11,730
New +$719K 0.14% 208
2022
Q4 		– Sell
-30,579
Closed -$2.17M – 736
2022
Q3 		$2.17M Sell
30,579
-7,245
-19% -$526K 0.13% 74
2022
Q2 		$2.91M Buy
37,824
+34,273
+965% +$2.61M 0.11% 61
2022
Q1 		$259K Buy
+3,551
New +$238K 0.01% 524
2021
Q3 		– Sell
-5,907
Closed -$395K – 511
2021
Q2 		$395K Sell
5,907
-2,186
-27% -$143K 0.01% 189
2021
Q1 		$511K Buy
8,093
+300
+4% +$18.7K 0.03% 131
2020
Q4 		$483K Sell
7,793
-10,061
-56% -$619K 0.04% 41
2020
Q3 		$1.08M Sell
17,854
-1,200
-6% -$72.2K 0.09% 68
2020
Q2 		$1.12M Buy
+19,054
New +$1.14M 0.11% 23
2019
Q1 		– Sell
-10,520
Closed -$547K – 275
2018
Q4 		$547K Sell
10,520
-9,980
-49% -$536K 0.13% 149
2018
Q3 		$1.27M Buy
+20,500
New +$1.22M 0.48% 64

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Versor Investments's BMY Position: Q1 2026 in Review

Versor Investments sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 9,206 shares — an estimated $497K sold.

Versor Investments first reported a position in BMY in Q3 2018 and held it in 18 quarters. The position peaked at $2.91M in Q2 2022. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Versor Investments reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 9,206 Bristol-Myers Squibb shares in Q1 2026, an estimated $497K.
  • Versor Investments first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 18 quarters.
  • Versor Investments's Bristol-Myers Squibb position peaked at $2.91M in Q2 2022.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.