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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-102,519
Closed -$87K 2206
2017
Q2
$87K Buy
+102,519
New +$5.58M ﹤0.01% 2183

Other funds holding BMY

Wellington Management Group's BMY Position: Q2 2026 in Review

Wellington Management Group reduced its Bristol-Myers Squibb (BMY) stake by 29% in Q2 2026, selling an estimated $91.5M and leaving 3,914,086 shares worth $226M. The position accounts for 0.04% of the portfolio, ranked #361.

Wellington Management Group first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.53B in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wellington Management Group held 3,914,086 shares of Bristol-Myers Squibb worth $226M as of Q2 2026.
  • Wellington Management Group sold 1,592,910 Bristol-Myers Squibb shares in Q2 2026, an estimated $91.5M.
  • Bristol-Myers Squibb made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #361 holding.
  • Wellington Management Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 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 Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.