Wimmer Associates 1’s Bristol-Myers Squibb BMY Stock Holding History

Wimmer Associates 1’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	$248K	Hold	4,090	–	–	0.12%	101
2025 Q4	$221K	Buy	+4,090	New	+$197K	0.1%	105
2025 Q1	–	Sell	-4,065	Closed	-$230K	–	107
2024 Q4	$230K	Sell	4,065 -115	-3%	-$6.42K	0.11%	105
2024 Q3	$216K	Buy	+4,180	New	+$196K	0.11%	107
2024 Q2	–	Sell	-4,180	Closed	-$227K	–	109
2024 Q1	$227K	Buy	4,180 +90	+2%	+$4.58K	0.12%	106
2023 Q4	$210K	Sell	4,090 -210	-5%	-$11K	0.12%	108
2023 Q3	$250K	Hold	4,300	–	–	0.16%	98
2023 Q2	$275K	Hold	4,300	–	–	0.17%	97
2023 Q1	$293K	Sell	4,300 -340	-7%	-$24K	0.19%	95
2022 Q4	$334K	Hold	4,640	–	–	0.22%	84
2022 Q3	$359K	Hold	4,640	–	–	0.24%	82
2022 Q2	$357K	Sell	4,640 -50	-1%	-$3.81K	0.23%	87
2022 Q1	$343K	Hold	4,690	–	–	0.19%	94
2021 Q4	$292K	Hold	4,690	–	–	0.16%	101
2021 Q3	$278K	Sell	4,690 -260	-5%	-$17.1K	0.16%	103
2021 Q2	$331K	Sell	4,950 -345	-7%	-$22.5K	0.19%	93
2021 Q1	$334K	Buy	5,295 +25	+0.5%	+$1.55K	0.18%	90
2020 Q4	$327K	Buy	5,270 +25	+0.5%	+$1.54K	0.2%	86
2020 Q3	$316K	Buy	5,245 +575	+12%	+$34.6K	0.21%	85
2020 Q2	$289K	Sell	4,670 -525	-10%	-$31.4K	0.22%	86
2020 Q1	$290K	Hold	5,195	–	–	0.27%	76
2019 Q4	$333K	Hold	5,195	–	–	0.27%	86
2019 Q3	$263K	Sell	5,195 -550	-10%	-$25.8K	0.23%	91
2019 Q2	$261K	Sell	5,745 -200	-3%	-$9.32K	0.23%	93
2019 Q1	$284K	Buy	5,945 +315	+6%	+$15.7K	0.25%	87
2018 Q4	$293K	Sell	5,630 -490	-8%	-$26.3K	0.29%	85
2018 Q3	$380K	Buy	6,120 +150	+3%	+$8.9K	0.32%	76
2018 Q2	$330K	Sell	5,970 -755	-11%	-$40.8K	0.29%	81
2018 Q1	$425K	Sell	6,725 -195	-3%	-$12.5K	0.37%	75
2017 Q4	$424K	Buy	6,920 +140	+2%	+$8.76K	0.38%	74
2017 Q3	$432K	Buy	6,780 +340	+5%	+$19.9K	0.4%	73
2017 Q2	$359K	Sell	6,440 -710	-10%	-$38.6K	0.33%	80
2017 Q1	$389K	Sell	7,150 -670	-9%	-$36.7K	0.36%	79
2016 Q4	$457K	Sell	7,820 -1,650	-17%	-$90.2K	0.42%	69
2016 Q3	$511K	Hold	9,470	–	–	0.46%	61
2016 Q2	$697K	Buy	9,470 +435	+5%	+$30.7K	0.62%	53
2016 Q1	$577K	Buy	9,035 +700	+8%	+$44.1K	0.53%	59
2015 Q4	$573K	Buy	+8,335	New	+$551K	0.6%	58

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

Wimmer Associates 1's BMY Position: Q1 2026 in Review

Wimmer Associates 1 held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,090 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #101.

Wimmer Associates 1 first reported a position in BMY in Q4 2015 and has held it in 38 quarters since. The position peaked at $697K in Q2 2016. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wimmer Associates 1 held 4,090 shares of Bristol-Myers Squibb worth $248K as of Q1 2026.
Wimmer Associates 1 left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.12% of Wimmer Associates 1's portfolio in Q1 2026, its #101 holding.
Wimmer Associates 1 first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 38 quarters since.
Wimmer Associates 1's Bristol-Myers Squibb position peaked at $697K in Q2 2016.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.