Wellington Management Group
BMY icon

Wellington Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Wellington Management Group’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
2017
Q4 		– Sell
-2,396
Closed -$2.19M – 2215
2017
Q3 		$2.19M Buy
2,396
+971
+68% +$56.7K ﹤0.01% 1701
2017
Q2 		$773K Hold
1,425
– – ﹤0.01% 1950
2017
Q1 		$805K Buy
1,425
+675
+90% +$37K ﹤0.01% 1981
2016
Q4 		$563K Buy
+750
New +$41K ﹤0.01% 1983

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

Wellington Management Group's BMY Position: Q1 2026 in Review

Wellington Management Group reduced its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, selling an estimated $82.5M and leaving 5,506,996 shares worth $334M. The position accounts for 0.06% of the portfolio, ranked #266.

Wellington Management Group first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.53B in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wellington Management Group held 5,506,996 shares of Bristol-Myers Squibb worth $334M as of Q1 2026.
  • Wellington Management Group sold 1,414,512 Bristol-Myers Squibb shares in Q1 2026, an estimated $82.5M.
  • Bristol-Myers Squibb made up 0.06% of Wellington Management Group's portfolio in Q1 2026, its #266 holding.
  • Wellington Management Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Bristol-Myers Squibb position peaked at $9.53B in Q2 2016.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.