Zacks Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Buy |
349,349
+93,658
| +37% | +$5.46M | 0.17% | 127 |
|
|
2025
Q4 | $13.8M | Sell |
255,691
-3,057
| -1% | -$147K | 0.11% | 158 |
|
|
2025
Q3 | $11.7M | Sell |
258,748
-994
| -0.4% | -$46.4K | 0.09% | 162 |
|
|
2025
Q2 | $12M | Sell |
259,742
-308
| -0.1% | -$15.1K | 0.1% | 164 |
|
|
2025
Q1 | $15.9M | Buy |
260,050
+9,085
| +4% | +$530K | 0.15% | 144 |
|
|
2024
Q4 | $14.2M | Buy |
250,965
+245,982
| +4,936% | +$13.7M | 0.13% | 151 |
|
|
2024
Q3 | $258K | Sell |
4,983
-6,449
| -56% | -$303K | ﹤0.01% | 587 |
|
|
2024
Q2 | $475K | Sell |
11,432
-212,259
| -95% | -$9.5M | 0.01% | 449 |
|
|
2024
Q1 | $12.1M | Buy |
223,691
+207,061
| +1,245% | +$10.5M | 0.13% | 145 |
|
|
2023
Q4 | $853K | Sell |
16,630
-231,103
| -93% | -$12.1M | 0.01% | 403 |
|
|
2023
Q3 | $14.4M | Sell |
247,733
-869,640
| -78% | -$53.3M | 0.19% | 122 |
|
|
2023
Q2 | $71.5M | Buy |
1,117,373
+11,233
| +1% | +$753K | 0.9% | 33 |
|
|
2023
Q1 | $76.7M | Buy |
1,106,140
+32,632
| +3% | +$2.3M | 1.03% | 26 |
|
|
2022
Q4 | $77.2M | Buy |
1,073,508
+44,215
| +4% | +$3.33M | 1.08% | 26 |
|
|
2022
Q3 | $73.2M | Buy |
1,029,293
+18,258
| +2% | +$1.32M | 1.17% | 23 |
|
|
2022
Q2 | $77.8M | Buy |
1,011,035
+59,363
| +6% | +$4.52M | 1.19% | 20 |
|
|
2022
Q1 | $69.5M | Buy |
951,672
+110,680
| +13% | +$7.43M | 0.96% | 31 |
|
|
2021
Q4 | $52.4M | Sell |
840,992
-54,293
| -6% | -$3.18M | 0.74% | 41 |
|
|
2021
Q3 | $53M | Buy |
895,285
+303,000
| +51% | +$20M | 0.84% | 37 |
|
|
2021
Q2 | $39.6M | Buy |
592,285
+29,071
| +5% | +$1.9M | 0.64% | 51 |
|
|
2021
Q1 | $35.6M | Sell |
563,214
-38,309
| -6% | -$2.38M | 0.63% | 52 |
|
|
2020
Q4 | $37.3M | Sell |
601,523
-18,281
| -3% | -$1.12M | 0.69% | 47 |
|
|
2020
Q3 | $37.4M | Buy |
619,804
+443,592
| +252% | +$26.7M | 0.76% | 42 |
|
|
2020
Q2 | $10.4M | Buy |
176,212
+1,041
| +0.6% | +$62.3K | 0.23% | 105 |
|
|
2020
Q1 | $9.76M | Buy |
+175,171
| New | +$10.7M | 0.24% | 102 |
|
|
2019
Q4 | – | Sell |
-11,422
| Closed | -$579K | – | 536 |
|
|
2019
Q3 | $579K | Sell |
11,422
-505,834
| -98% | -$23.8M | 0.01% | 426 |
|
|
2019
Q2 | $23.5M | Buy |
517,256
+6,899
| +1% | +$321K | 0.48% | 57 |
|
|
2019
Q1 | $24.3M | Buy |
510,357
+36,173
| +8% | +$1.8M | 0.52% | 56 |
|
|
2018
Q4 | $24.6M | Sell |
474,184
-37,780
| -7% | -$2.03M | 0.59% | 56 |
|
|
2018
Q3 | $31.8M | Sell |
511,964
-6,334
| -1% | -$376K | 0.66% | 51 |
|
|
2018
Q2 | $28.7M | Buy |
518,298
+3,316
| +0.6% | +$179K | 0.62% | 53 |
|
|
2018
Q1 | $32.6M | Buy |
514,982
+11,437
| +2% | +$736K | 0.72% | 47 |
|
|
2017
Q4 | $30.9M | Buy |
503,545
+9,416
| +2% | +$589K | 0.67% | 50 |
|
|
2017
Q3 | $31.5M | Buy |
+494,129
| New | +$28.9M | 0.74% | 44 |
|
Other funds holding BMY
VCM
VPM
Zacks Investment Management's BMY Position: Q1 2026 in Review
Zacks Investment Management increased its Bristol-Myers Squibb (BMY) stake by 37% in Q1 2026, buying an estimated $5.46M and bringing the position to 349,349 shares worth $21.2M. The position accounts for 0.17% of the portfolio, ranked #127.
Zacks Investment Management first reported a position in BMY in Q3 2017 and has held it in 34 quarters since. The position peaked at $77.8M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Zacks Investment Management held 349,349 shares of Bristol-Myers Squibb worth $21.2M as of Q1 2026.
- Zacks Investment Management bought 93,658 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.46M.
- Bristol-Myers Squibb made up 0.17% of Zacks Investment Management's portfolio in Q1 2026, its #127 holding.
- Zacks Investment Management first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 34 quarters since.
- Zacks Investment Management's Bristol-Myers Squibb position peaked at $77.8M in Q2 2022.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.