BMY BRISTOL-MYERS SQUIBB CO COM

Ownership history in CONNING INC.  ·  108 quarters on record

This page tracks every 13F SEC filing in which CONNING INC. reported a position in BRISTOL-MYERS SQUIBB CO COM (BMY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.77% (2020 Q1)
Avg. % of fund
0.74%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
108
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 662,748 -39,164 -5.6% 1.20% $35.7M $53.31
2025 Q3 REDUCED 701,912 -14,709 -2.1% 1.05% $31.7M $43.97
2025 Q2 ADDED 716,621 +120,894 +20.3% 1.14% $33.2M $44.54
2025 Q1 REDUCED 595,727 -54,064 -8.3% 1.27% $36.3M $58.06
2024 Q4 REDUCED 649,791 -111,332 -14.6% 1.29% $36.8M $53.25
2024 Q3 REDUCED 761,123 -93,912 -11.0% 1.30% $39.4M $48.17
2024 Q2 ADDED 855,035 +122,405 +16.7% 1.28% $35.5M $38.09
2024 Q1 ADDED 732,630 +56,543 +8.4% 1.30% $39.7M $49.17
2023 Q4 ADDED 676,087 +80,386 +13.5% 1.20% $34.6M $45.98
2023 Q3 ADDED 595,701 +40,340 +7.3% 1.26% $34.5M $51.49
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% of Fund (quarterly)    BMY price (monthly, adj. close)
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