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West Family Investments’s Bristol-Myers Squibb BMY Stock Holding History

West Family 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 		$214K Buy
+3,528
New +$206K 0.08% 236
2025
Q4 		– Sell
-6,797
Closed -$307K – 359
2025
Q3 		$307K Sell
6,797
-4,060
-37% -$190K 0.07% 281
2025
Q2 		$503K Buy
10,857
+4,766
+78% +$234K 0.13% 161
2025
Q1 		$371K Sell
6,091
-620
-9% -$36.1K 0.14% 145
2024
Q4 		$380K Buy
6,711
+992
+17% +$55.4K 0.13% 159
2024
Q3 		$296K Buy
+5,719
New +$268K 0.1% 208
2024
Q2 		– Sell
-4,511
Closed -$245K – 255
2024
Q1 		$245K Sell
4,511
-1,585
-26% -$80.7K 0.08% 215
2023
Q4 		$313K Buy
6,096
+2,381
+64% +$125K 0.11% 147
2023
Q3 		$216K Sell
3,715
-8,457
-69% -$518K 0.08% 199
2023
Q2 		$778K Buy
+12,172
New +$816K 0.3% 73
2023
Q1 		– Sell
-12,254
Closed -$882K – 217
2022
Q4 		$882K Buy
12,254
+1,774
+17% +$134K 0.3% 67
2022
Q3 		$745K Buy
10,480
+598
+6% +$43.4K 0.31% 70
2022
Q2 		$761K Buy
9,882
+4,028
+69% +$307K 0.3% 66
2022
Q1 		$428K Buy
5,854
+1,013
+21% +$68K 0.12% 139
2021
Q4 		$302K Sell
4,841
-2,720
-36% -$160K 0.08% 203
2021
Q3 		$447K Buy
7,561
+437
+6% +$28.8K 0.12% 154
2021
Q2 		$476K Buy
+7,124
New +$465K 0.13% 137

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

West Family Investments's BMY Position: Q1 2026 in Review

West Family Investments opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 3,528 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #236 among its holdings. This is a return to the name: West Family Investments previously reported a position in BMY as recently as Q3 2025.

West Family Investments first reported a position in BMY in Q2 2021 and has held it in 17 quarters since. The position peaked at $882K in Q4 2022. 2,522 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • West Family Investments held 3,528 shares of Bristol-Myers Squibb worth $214K as of Q1 2026.
  • Bristol-Myers Squibb was a new West Family Investments position in Q1 2026.
  • Bristol-Myers Squibb made up 0.08% of West Family Investments's portfolio in Q1 2026, its #236 holding.
  • West Family Investments first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 17 quarters since.
  • West Family Investments's Bristol-Myers Squibb position peaked at $882K in Q4 2022.
  • 2,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.