Vident Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Vident Advisory’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	$16M	Buy	264,293 +163,072	+161%	+$9.51M	0.14%	132
2025 Q4	$5.46M	Sell	101,221 -889	-0.9%	-$42.8K	0.05%	308
2025 Q3	$4.61M	Sell	102,110 -22,217	-18%	-$1.04M	0.04%	324
2025 Q2	$5.76M	Sell	124,327 -22,865	-16%	-$1.12M	0.06%	243
2025 Q1	$8.98M	Buy	147,192 +72,679	+98%	+$4.24M	0.13%	145
2024 Q4	$4.21M	Sell	74,513 -3,382	-4%	-$189K	0.07%	238
2024 Q3	$4.03M	Sell	77,895 -91,569	-54%	-$4.3M	0.1%	196
2024 Q2	$7.04M	Sell	169,464 -605,522	-78%	-$27.1M	0.19%	104
2024 Q1	$42M	Buy	774,986 +224,992	+41%	+$11.5M	0.88%	11
2023 Q4	$28.2M	Buy	549,994 +55,897	+11%	+$2.93M	0.71%	14
2023 Q3	$28.7M	Buy	+494,097	New	+$30.3M	0.89%	12

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

Vident Advisory's BMY Position: Q1 2026 in Review

Vident Advisory increased its Bristol-Myers Squibb (BMY) stake by 161% in Q1 2026, buying an estimated $9.51M and bringing the position to 264,293 shares worth $16M. The position accounts for 0.14% of the portfolio, ranked #132.

Vident Advisory first reported a position in BMY in Q3 2023 and has held it in 11 quarters since. The position peaked at $42M in Q1 2024. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Vident Advisory held 264,293 shares of Bristol-Myers Squibb worth $16M as of Q1 2026.
Vident Advisory bought 163,072 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.51M.
Bristol-Myers Squibb made up 0.14% of Vident Advisory's portfolio in Q1 2026, its #132 holding.
Vident Advisory first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Bristol-Myers Squibb position peaked at $42M in Q1 2024.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.