Bristol-Myers Squibb (BMY)

Sector:Health Care
Super Investor Stats:
Ownership count:5
Ownership rank:89
% of all portfolios:0.123%
Hold Price * :$52.22
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 2.00% 109 0.00
Q4  2023
Richard Pzena - Hancock Classic Value Add 22.30% 138,340 0.45
Kahn Brothers Group Reduce 2.09% 17,783 0.14
Q3  2023
Richard Pzena - Hancock Classic Value Add 12.31% 68,011 0.27
Dodge & Cox Add 0.53% 60,300 0.00
Kahn Brothers Group Reduce 2.24% 19,545 0.18
Q2  2023
Dodge & Cox Add 0.36% 40,000 0.00
David Katz - Matrix Asset Advisors Reduce 0.37% 20 0.00
Kahn Brothers Group Reduce 3.25% 29,312 0.30
Torray Funds Sell 100.00% 161,134 2.00
Q1  2023
Kahn Brothers Group Reduce 1.47% 13,445 0.13
David Katz - Matrix Asset Advisors Reduce 17.89% 1,190 0.01
David Rolfe - Wedgewood Partners Sell 100.00% 4,175 0.06
Q4  2022
Kahn Brothers Group Reduce 1.09% 10,092 0.10
David Rolfe - Wedgewood Partners Reduce 23.04% 1,250 0.02
Richard Pzena - Hancock Classic Value Reduce 26.07% 194,755 0.85
Q3  2022
Kahn Brothers Group Reduce 0.51% 4,772 0.05
David Katz - Matrix Asset Advisors Reduce 0.52% 35 0.00
Dodge & Cox Reduce 4.54% 535,300 0.05
Richard Pzena - Hancock Classic Value Reduce 6.10% 48,513 0.19
David Rolfe - Wedgewood Partners Reduce 8.44% 500 0.01
Torray Funds Reduce 14.08% 26,406 0.38
Q2  2022
Kahn Brothers Group Add 0.34% 3,137 0.03
David Katz - Matrix Asset Advisors Reduce 6.95% 499 0.01
Richard Pzena - Hancock Classic Value Reduce 11.71% 105,560 0.37
Torray Funds Reduce 13.48% 29,231 0.43
David Rolfe - Wedgewood Partners Reduce 14.44% 1,000 0.01
Dodge & Cox Reduce 32.69% 5,727,000 0.52
Michael Burry - Scion Asset Management Sell 100.00% 300,000 13.25
Hillman Value Fund Sell 100.00% 93,000 2.88
Q1  2022
David Rolfe - Wedgewood Partners Add 48.13% 2,250 0.02
Kahn Brothers Group Add 0.45% 4,125 0.04
Richard Pzena - Hancock Classic Value Buy 901,141 2.26
Torray Funds Reduce 0.13% 281 0.00
David Katz - Matrix Asset Advisors Reduce 12.19% 997 0.01
Viking Global Investors Sell 100.00% 1,815,619 0.33
Warren Buffett - Berkshire Hathaway Sell 100.00% 5,202,674 0.10
Q4  2021
Kahn Brothers Group Add 5.48% 47,873 0.41
Torray Funds Add 1.14% 2,456 0.02
Michael Burry - Scion Asset Management Buy 300,000 25.12
David Katz - Matrix Asset Advisors Reduce 0.11% 9 0.00
Dodge & Cox Reduce 3.74% 680,000 0.04
David Rolfe - Wedgewood Partners Reduce 11.79% 625 0.01
Viking Global Investors Reduce 74.15% 5,207,645 0.95
Warren Buffett - Berkshire Hathaway Reduce 76.40% 16,844,262 0.32
Q3  2021
Hillman Value Fund Add 19.23% 15,000 0.43
Dodge & Cox Add 0.92% 165,600 0.01
David Katz - Matrix Asset Advisors Add 0.07% 6 0.00
Kahn Brothers Group Reduce 2.16% 19,315 0.16
David Rolfe - Wedgewood Partners Reduce 5.78% 325 0.00
Warren Buffett - Berkshire Hathaway Reduce 16.15% 4,247,330 0.08
Viking Global Investors Reduce 37.94% 4,294,488 0.71
Q2  2021
Viking Global Investors Add 117.84% 6,122,279 1.24
Kahn Brothers Group Add 5.52% 46,709 0.44
David Katz - Matrix Asset Advisors Add 0.27% 22 0.00
Jensen Investment Management Reduce 2.94% 800 0.00
Warren Buffett - Berkshire Hathaway Reduce 15.27% 4,737,961 0.11
David Rolfe - Wedgewood Partners Reduce 92.58% 70,210 0.62
Lee Ainslie - Maverick Capital Sell 100.00% 40,241 0.02
Q1  2021
Viking Global Investors Add 107.26% 2,688,680 0.51
Lee Ainslie - Maverick Capital Add 78.46% 17,692 0.01
Hillman Value Fund Add 69.57% 32,000 1.20
Torray Funds Add 30.34% 49,956 0.49
Dodge & Cox Add 9.49% 1,562,900 0.13
Kahn Brothers Group Reduce 2.07% 17,901 0.17
Warren Buffett - Berkshire Hathaway Reduce 6.91% 2,303,789 0.05
David Katz - Matrix Asset Advisors Reduce 23.43% 2,497 0.02
David Rolfe - Wedgewood Partners Reduce 85.87% 460,972 4.50
Q4  2020
Lee Ainslie - Maverick Capital Add 214.62% 15,382 0.01
David Rolfe - Wedgewood Partners Add 22.19% 97,488 0.70
Warren Buffett - Berkshire Hathaway Add 11.23% 3,364,822 0.08
David Katz - Matrix Asset Advisors Add 0.14% 15 0.00
Torray Funds Add 0.04% 63 0.00
Dodge & Cox Reduce 0.16% 27,000 0.00
Kahn Brothers Group Reduce 7.66% 71,740 0.78
Viking Global Investors Reduce 21.40% 682,471 0.12
Q3  2020
David Rolfe - Wedgewood Partners Add 17.53% 65,538 0.63
David Katz - Matrix Asset Advisors Add 0.09% 10 0.00
Warren Buffett - Berkshire Hathaway Buy 29,971,194 0.77
Viking Global Investors Buy 3,189,264 0.69
Dodge & Cox Reduce 1.19% 198,200 0.02
Torray Funds Reduce 1.80% 3,017 0.03
Kahn Brothers Group Reduce 7.86% 79,827 0.91
Lee Ainslie - Maverick Capital Reduce 89.04% 58,206 0.08
Q2  2020
David Rolfe - Wedgewood Partners Add 44.22% 114,601 1.14
David Katz - Matrix Asset Advisors Reduce 0.02% 2 0.00
Torray Funds Reduce 0.11% 181 0.00
Kahn Brothers Group Reduce 1.01% 10,405 0.10
Lee Ainslie - Maverick Capital Reduce 5.19% 3,580 0.00
Dodge & Cox Reduce 20.37% 4,269,200 0.42
Q1  2020
Torray Funds Buy 167,775 2.07
David Katz - Matrix Asset Advisors Buy 10,636 0.14
Kahn Brothers Group Reduce 2.61% 27,523 0.28
Dodge & Cox Reduce 31.37% 9,583,000 1.05
David Rolfe - Wedgewood Partners Reduce 33.79% 132,262 1.40
Lee Ainslie - Maverick Capital Reduce 40.17% 46,300 0.05
Seth Klarman - Baupost Group Sell 100.00% 4,000,000 2.98
Q4  2019
Hillman Value Fund Add 12.20% 5,000 0.36
Jensen Investment Management Add 4.52% 1,175 0.00
David Rolfe - Wedgewood Partners Buy 391,442 2.55

* "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.