ZIG
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Zuckerman Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Zuckerman Investment 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
2026
Q1 		$327K Sell
5,390
-10,000
-65% -$583K 0.03% 109
2025
Q4 		$830K Sell
15,390
-27,160
-64% -$1.31M 0.07% 82
2025
Q3 		$1.92M Buy
42,550
+348
+0.8% +$16.3K 0.18% 63
2025
Q2 		$1.95M Hold
42,202
– – 0.19% 61
2025
Q1 		$2.57M Hold
42,202
– – 0.28% 54
2024
Q4 		$2.53M Sell
42,202
-9,137
-18% -$511K 0.24% 53
2024
Q3 		$2.66M Buy
51,339
+8,199
+19% +$385K 0.27% 51
2024
Q2 		$1.79M Buy
43,140
+30,000
+228% +$1.34M 0.21% 59
2024
Q1 		$713K Sell
13,140
-1,420
-10% -$72.3K 0.08% 81
2023
Q4 		$747K Buy
14,560
+360
+3% +$18.9K 0.1% 77
2023
Q3 		$824K Sell
14,200
-640
-4% -$39.2K 0.12% 64
2023
Q2 		$949K Hold
14,840
– – 0.14% 60
2023
Q1 		$1.03M Sell
14,840
-231
-2% -$16.3K 0.16% 59
2022
Q4 		$1.08M Sell
15,071
-3,059
-17% -$231K 0.17% 59
2022
Q3 		$1.29M Buy
18,130
+9,573
+112% +$694K 0.24% 52
2022
Q2 		$659K Buy
8,557
+146
+2% +$11.1K 0.12% 61
2022
Q1 		$614K Hold
8,411
– – 0.1% 63
2021
Q4 		$524K Sell
8,411
-10,131
-55% -$594K 0.08% 73
2021
Q3 		$1.1M Buy
18,542
+42
+0.2% +$2.77K 0.18% 62
2021
Q2 		$1.24M Hold
18,500
– – 0.19% 58
2021
Q1 		$1.17M Buy
+18,500
New +$1.15M 0.19% 57

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

Zuckerman Investment Group's BMY Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Bristol-Myers Squibb (BMY) stake by 65% in Q1 2026, selling an estimated $583K and leaving 5,390 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #109.

Zuckerman Investment Group first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.66M in Q3 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Zuckerman Investment Group held 5,390 shares of Bristol-Myers Squibb worth $327K as of Q1 2026.
  • Zuckerman Investment Group sold 10,000 Bristol-Myers Squibb shares in Q1 2026, an estimated $583K.
  • Bristol-Myers Squibb made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #109 holding.
  • Zuckerman Investment Group first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
  • Zuckerman Investment Group's Bristol-Myers Squibb position peaked at $2.66M in Q3 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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