Bristol-Myers Squibb Company
US ˙ NYSE ˙ US1101221083

SecurityBMY / Bristol-Myers Squibb Company
InstitutionRMR Wealth Builders
Latest Disclosed Ownership7,391 shares
Latest Disclosed Value $ 448,240
RMR Wealth Builders reports 6.90% increase in ownership of BMY / Bristol-Myers Squibb Company

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 7,391 shares of Bristol-Myers Squibb Company (US:BMY) valued at $448,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,914 shares of Bristol-Myers Squibb Company. This represents a change in shares of 6.90% during the quarter. The current value of the position is $404,436 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 7,391 477 6.90 448 20.43 0.0353
2026-01-29 2025-12-31 13F BRISTOL-MYERS SQUIBB COM 110122108 6,914 2,106 43.80 373 72.22 0.0298
2025-11-05 2025-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 4,808 477 11.01 217 8.00 0.0181
2025-07-08 2025-06-30 13F BRISTOL-MYERS SQUIBB COM 110122108 4,331 -1,016 -19.00 200 -38.65 0.0182
2025-04-16 2025-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,347 -338 -5.95 326 1.56 0.0343
2025-01-14 2024-12-31 13F/A-1 BRISTOL-MYERS SQUIBB COM 110122108 5,685 37 0.66 322 9.93 0.0332
2025-01-10 2024-12-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,685 37 322 0.0334
2024-10-21 2024-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,648 -108 -1.88 292 22.18 0.0310
2024-07-23 2024-06-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,756 -49 -0.84 239 -23.89 0.0274
2024-04-15 2024-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,805 517 9.78 315 15.87 0.0381
2024-02-06 2023-12-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,288 -152 -2.79 271 -13.97 0.0381
2023-10-23 2023-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,440 -109 -1.96 316 -11.02 0.0504
2023-07-21 2023-06-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,549 28 0.51 355 -7.33 0.0604
2023-04-11 2023-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,521 -292 -5.02 383 -8.61 0.0728
2023-02-15 2022-12-31 13F/A-1 BRISTOL-MYERS SQUIBB COM 110122108 5,813 10 0.17 418 1.21 0.0948
2022-11-08 2022-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,803 26 0.45 413 -7.19 0.1010
2022-08-02 2022-06-30 13F BRISTOL-MYERS SQUIBB COM 110122108 5,777 -869 -13.08 445 -8.25 0.1109
2022-05-13 2022-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 6,646 238 3.71 485 21.25 0.1040
2022-02-02 2021-12-31 13F BRISTOL-MYERS SQUIBB COM 110122108 6,408 238 3.86 400 9.59 0.1149
2021-10-18 2021-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 6,170 356 6.12 365 -5.93 0.1072
2021-08-16 2021-06-30 13F BRISTOL-MYERS SQUIBB CO COM Common Stock 110122108 5,814 -145 -2.43 388 3.19 0.1272
2021-05-13 2021-03-31 13F BRISTOL-MYERS SQUIBB COM 110122108 5,959 1,361 29.60 376 31.93 0.0977
2021-02-26 2020-12-31 13F/A-1 BRISTOL-MYERS SQUIBB COM 110122108 4,598 -6,713 -59.35 285 -58.21 0.1400
2021-02-09 2020-12-31 13F BRISTOL-MYERS SQUIBB COM 110122108 200 -11,111 285 156,013.0723
2020-11-13 2020-09-30 13F BRISTOL-MYERS SQUIBB COM 110122108 11,311 10,959 3,113.35 682 3,147.62 0.1771
2020-08-19 2020-06-30 13F BRISTOL-MYERS SQUIBB COM 110122108 352 -913 -72.17 21 -74.07 0.0187
2020-03-03 2019-12-31 13F BRISTOL-MYERS SQUIBB CO COM USD0.10 COM 110122108 1,265 1,265 81 0.0780
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.