BMY BRISTOL MYERS SQUIBB CO

Ownership history in J. Goldman & Co LP  ·  21 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported BRISTOL MYERS SQUIBB CO (BMY) in 21 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows BMY at 0.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP'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
2025 Q3

BMY was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

How J. Goldman & Co LP held BMY — position size vs. price
% of Fund (quarterly)    BMY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 11 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 136,267 +76,267 +127.1% 0.15% $6.1M 2025-11-14 $45.63
2025 Q3 REDUCED 60,000 -360,300 -85.7% 0.07% $2.7M 2025-11-14 $45.63
2025 Q3 ADDED 420,300 +335,095 +393.3% 0.48% $19.0M 2025-11-14 $45.63
2025 Q2 ADDED 85,205 +25,205 +42.0% 0.09% $3.9M 2025-08-14 $46.14
2025 Q2 REDUCED 60,000 -40,000 -40.0% 0.07% $2.8M 2025-08-14 $46.14
2025 Q1 REDUCED 100,000 -43,434 -30.3% 0.15% $6.1M 2025-05-15 $43.63
2024 Q4 REDUCED 143,434 -16,566 -10.4% 0.21% $8.1M 2025-02-14 $50.78
2024 Q4 ADDED 160,000 +60,000 +60.0% 0.24% $9.0M 2025-02-14 $50.78
2024 Q3 REDUCED 100,000 -315,461 -75.9% 0.15% $5.2M 2024-11-14 $54.52
2024 Q2 ADDED 415,461 +315,461 +315.5% 0.49% $17.3M 2024-08-14 $44.61
2024 Q2 ADDED 100,000 +82,500 +471.4% 0.12% $4.2M 2024-08-14 $44.61
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. Goldman & Co LP and BMY

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

How long has J. Goldman & Co LP reported owning BMY?

J. Goldman & Co LP reported BMY across 11 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BMY position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for BMY was 0.49% in 2024 Q2.

What is the latest reported BMY position on this page?

The most recent filing on this page is 2025 Q3, when J. Goldman & Co LP reported 136,267 shares, equal to 0.15% of portfolio, with an estimated market value of $6.1M.

What does the chart on this BMY ownership page compare?

The chart compares J. Goldman & Co LP'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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