Bristol-Myers Squibb (BMY)

Sector:Health Care
Super Investor Stats:
Ownership count:8
Ownership rank:62
% of all portfolios:0.118%
Hold Price * :$60.65
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Bill Miller - Miller Value Partners Reduce 35.65% 38,500 0.61
Kahn Brothers Group Reduce 15.73% 31,815 0.34
Richard Pzena - Pzena Investment Management Reduce 4.72% 847,772 0.17
Dodge & Cox Funds Reduce 34.69% 2,455,430 0.08
Tweedy Browne Add 55.31% 9,316 0.05
Hillman Capital Management Reduce 1.60% 864 0.04
David Katz - Matrix Asset Advisors Sell 100.00% 3,929 0.02
John Rogers - Ariel Investments Reduce 1.49% 10,946 0.01
Mairs & Power Funds Reduce 2.96% 738 0.00
Q4  2025
Kahn Brothers Group Reduce 25.75% 70,138 0.67
Hillman Capital Management Reduce 22.28% 15,474 0.52
Richard Pzena - Pzena Investment Management Add 20.41% 3,041,899 0.49
John Rogers - Ariel Investments Buy 732,677 0.43
David Katz - Matrix Asset Advisors Buy 3,929 0.02
Tweedy Browne Add 16.42% 2,376 0.01
Dodge & Cox Funds Reduce 4.65% 345,570 0.01
Jensen Investment Management Sell 100.00% 26,475 0.01
Mairs & Power Funds Reduce 5.51% 1,454 0.00
Q3  2025
Kahn Brothers Group Reduce 50.55% 278,349 2.36
Hillman Capital Management Reduce 3.31% 2,375 0.06
Tweedy Browne Add 101.36% 7,282 0.03
Dodge & Cox Funds Reduce 12.01% 1,012,939 0.02
David Katz - Matrix Asset Advisors Sell 100.00% 4,729 0.02
Richard Pzena - Pzena Investment Management Add 0.39% 58,129 0.01
Jensen Investment Management Add 0.38% 100 0.00
Mairs & Power Funds Reduce 1.68% 450 0.00
Q2  2025
Harry Burn - Sound Shore Sell 100.00% 1,425,166 3.04
Kahn Brothers Group Reduce 7.82% 46,745 0.43
Richard Pzena - Pzena Investment Management Add 10.29% 1,384,649 0.21
Hillman Capital Management Add 10.45% 6,796 0.17
Dodge & Cox Funds Reduce 35.25% 4,593,803 0.12
Tweedy Browne Buy 7,184 0.03
David Katz - Matrix Asset Advisors Add 15.57% 637 0.00
Mairs & Power Funds Add 1.06% 282 0.00
Bill Nygren - Oakmark Funds Sell 100.00% 12,000 0.00
Q1  2025
Hillman Capital Management Reduce 43.30% 49,652 1.49
Kahn Brothers Group Reduce 13.45% 92,824 1.15
Harry Burn - Sound Shore Add 3.75% 51,479 0.11
Dodge & Cox Funds Reduce 15.40% 2,371,906 0.08
Richard Pzena - Pzena Investment Management Add 1.18% 157,527 0.03
David Katz - Matrix Asset Advisors Reduce 24.90% 1,357 0.01
Mairs & Power Funds Add 1.52% 398 0.00
Bill Nygren - Oakmark Funds Buy 12,000 0.00
Q4  2024
Harry Burn - Sound Shore Buy 1,373,687 2.56
Kahn Brothers Group Reduce 16.45% 135,856 1.67
Sarah Ketterer - Causeway Capital Management Sell 100.00% 750,455 0.99
Hillman Capital Management Reduce 28.53% 45,774 0.96
Bill Miller - Miller Value Partners Add 35.00% 28,000 0.68
John Rogers - Ariel Investments Sell 100.00% 342,514 0.18
Richard Pzena - Pzena Investment Management Reduce 6.34% 900,447 0.17
Dodge & Cox Funds Reduce 1.44% 225,275 0.01
Mairs & Power Funds Add 0.69% 180 0.00
David Katz - Matrix Asset Advisors Reduce 3.03% 170 0.00
Q3  2024
Bill Miller - Miller Value Partners Add 33.33% 20,000 0.59
John Rogers - Ariel Investments Reduce 44.69% 276,697 0.15
Sarah Ketterer - Causeway Capital Management Add 3.18% 23,103 0.03
Richard Pzena - Pzena Investment Management Add 0.48% 67,409 0.01
Kahn Brothers Group Reduce 0.14% 1,150 0.01
David Katz - Matrix Asset Advisors Add 0.27% 15 0.00
Hillman Capital Management Reduce 0.05% 84 0.00
Dodge & Cox Funds Reduce 0.88% 139,155 0.00
Mairs & Power Funds Reduce 11.57% 3,400 0.00
Q2  2024
Hillman Capital Management Buy 160,529 2.35
Sarah Ketterer - Causeway Capital Management Buy 727,352 0.85
Richard Pzena - Pzena Investment Management Add 14.97% 1,840,424 0.27
Kahn Brothers Group Reduce 0.57% 4,733 0.03
John Rogers - Ariel Investments Reduce 2.35% 14,902 0.01
Dodge & Cox Funds Reduce 3.07% 500,143 0.01
Mairs & Power Funds Reduce 36.81% 17,115 0.01
David Katz - Matrix Asset Advisors Add 0.99% 55 0.00
Q1  2024
Bill Miller - Miller Value Partners Buy 60,000 2.24
Kahn Brothers Group Reduce 0.23% 1,925 0.02
David Katz - Matrix Asset Advisors Add 2.00% 109 0.00
Q4  2023
Kahn Brothers Group Reduce 2.09% 17,783 0.14
Q3  2023
Kahn Brothers Group Reduce 2.24% 19,545 0.18
Q2  2023
Torray Funds Sell 100.00% 161,134 2.00
Kahn Brothers Group Reduce 3.25% 29,312 0.30
David Katz - Matrix Asset Advisors Reduce 0.37% 20 0.00
Q1  2023
Kahn Brothers Group Reduce 1.47% 13,445 0.13
David Rolfe - Wedgewood Partners Sell 100.00% 4,175 0.06
David Katz - Matrix Asset Advisors Reduce 17.89% 1,190 0.01
Q4  2022
Kahn Brothers Group Reduce 1.09% 10,092 0.10
David Rolfe - Wedgewood Partners Reduce 23.04% 1,250 0.02
Q3  2022
Torray Funds Reduce 14.08% 26,406 0.38
Kahn Brothers Group Reduce 0.51% 4,772 0.05
David Rolfe - Wedgewood Partners Reduce 8.44% 500 0.01
David Katz - Matrix Asset Advisors Reduce 0.52% 35 0.00
Q2  2022
Michael Burry - Scion Asset Management Sell 100.00% 300,000 13.25
Torray Funds Reduce 13.48% 29,231 0.43
Kahn Brothers Group Add 0.34% 3,137 0.03
David Katz - Matrix Asset Advisors Reduce 6.95% 499 0.01
David Rolfe - Wedgewood Partners Reduce 14.44% 1,000 0.01
Q1  2022
Viking Global Investors Sell 100.00% 1,815,619 0.33
Warren Buffett - Berkshire Hathaway Sell 100.00% 5,202,674 0.10
Kahn Brothers Group Add 0.45% 4,125 0.04
David Rolfe - Wedgewood Partners Add 48.13% 2,250 0.02
David Katz - Matrix Asset Advisors Reduce 12.19% 997 0.01
Torray Funds Reduce 0.13% 281 0.00
Q4  2021
Michael Burry - Scion Asset Management Buy 300,000 25.12
Viking Global Investors Reduce 74.15% 5,207,645 0.95

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.