Hickory Point Bank & Trust BMY — BRISTOL MYERS SQUIBB CO

Ownership history in Hickory Point Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported BRISTOL MYERS SQUIBB CO (BMY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows BMY at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in BRISTOL MYERS SQUIBB CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BMY was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMY stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held BMY — position size vs. price
% of Fund (quarterly)    BMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,795 +200 +4.4% 0.19% $291K 2026-05-15 (Est.) $57.78
2025 Q4 UNCHANGED — — — 4,595 — 0% 0.18% $248K 2026-01-12 $55.20
2025 Q3 UNCHANGED — — — 4,595 — 0% 0.15% $207K 2025-10-06 $44.16
2025 Q2 UNCHANGED — — — 4,595 — 0% 0.17% $213K 2025-07-08 $45.39
2025 Q1 REDUCED 34.5% -23.3% ✅ 4,595 -2,417 -34.5% 0.25% $280K 2025-04-14 $48.90
2024 Q4 INITIATED — — — 7,012 — — 0.35% $397K 2025-02-05 $56.26

🏢 Other funds also holding BMY

As of 2026 Q1 — sorted by position size

CHIRON CAPITAL MANAGEMENT, LLC 3Y 11.89% Nepsis Inc. 3Y 7Y 5.33% F&V Capital Management, LLC 3Y 7Y 3.54% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 3.37% Abacus FCF Advisors LLC 3Y 7Y 3.06% Leibman Financial Services, Inc. 2.98% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 2.85% Keystone Financial Planning, Inc. 3Y 7Y 2.58% Sippican Capital Advisors 3Y 7Y 2.52% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.32%

FAQ About Hickory Point Bank & Trust and BMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning BMY?

Hickory Point Bank & Trust reported BMY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BMY position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for BMY was 0.35% in 2024 Q4.

What is the latest reported BMY position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 4,795 shares, equal to 0.19% of portfolio, with an estimated market value of $291K.

What does the chart on this BMY ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly BMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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