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

Viewpoint 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	$1.85M	Sell	30,572 -1,199	-4%	-$69.9K	0.87%	35
2025 Q4	$1.71M	Sell	31,771 -47	-0.1%	-$2.26K	0.74%	38
2025 Q3	$1.43M	Sell	31,818 -1,436	-4%	-$67.1K	0.63%	42
2025 Q2	$1.54M	Sell	33,254 -483	-1%	-$23.7K	0.76%	37
2025 Q1	$2.06M	Buy	33,737 +582	+2%	+$33.9K	1.11%	27
2024 Q4	$1.88M	Buy	33,155 +2,579	+8%	+$144K	0.98%	27
2024 Q3	$1.56M	Buy	30,576 +2,205	+8%	+$103K	0.87%	28
2024 Q2	$1.18M	Buy	28,371 +25	+0.1%	+$1.12K	0.72%	32
2024 Q1	$1.54M	Sell	28,346 -2,400	-8%	-$122K	0.98%	29
2023 Q4	$1.58M	Sell	30,746 -846	-3%	-$44.4K	1.1%	26
2023 Q3	$1.83M	Buy	31,592 +543	+2%	+$33.3K	1.47%	22
2023 Q2	$1.99M	Buy	31,049 +183	+0.6%	+$12.3K	1.54%	22
2023 Q1	$2.14M	Sell	30,866 -692	-2%	-$48.8K	1.92%	15
2022 Q4	$2.27M	Sell	31,558 -2,533	-7%	-$191K	2.2%	14
2022 Q3	$2.57M	Sell	34,091 -2,172	-6%	-$158K	2.54%	9
2022 Q2	$2.79M	Buy	36,263 +188	+0.5%	+$14.3K	2.62%	10
2022 Q1	$2.63M	Sell	36,075 -417	-1%	-$28K	2.03%	14
2021 Q4	$2.27M	Buy	+36,492	New	+$2.14M	1.65%	18

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

Viewpoint Capital Management's BMY Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 3.8% in Q1 2026, selling an estimated $69.9K and leaving 30,572 shares worth $1.85M. The position accounts for 0.87% of the portfolio, ranked #35.

Viewpoint Capital Management first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.79M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Viewpoint Capital Management held 30,572 shares of Bristol-Myers Squibb worth $1.85M as of Q1 2026.
Viewpoint Capital Management sold 1,199 Bristol-Myers Squibb shares in Q1 2026, an estimated $69.9K.
Bristol-Myers Squibb made up 0.87% of Viewpoint Capital Management's portfolio in Q1 2026, its #35 holding.
Viewpoint Capital Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's Bristol-Myers Squibb position peaked at $2.79M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.