BMY — BRISTOL-MYERS SQUIBB CO

Ownership history in Newfound Research LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Newfound Research LLC reported a position in BRISTOL-MYERS SQUIBB CO (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
0.2% (2020 Q4)
Avg. % of fund
0.15%
First filed
2020 Q4
Last filed
2022 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 REDUCED 555 -726 -56.7% 0.09% $43K $66.13
2020 Q4 INITIATED 1,281 — — 0.20% $79K $50.87
% of Fund (quarterly)    BMY price (monthly, adj. close)

Other funds also holding BMY

As of 2025 Q4 — sorted by position size

Birchview Capital, LP 3Y 7Y 9.56% SECTOR GAMMA AS 3Y 7Y 9.17% Independent Franchise Partners LLP 3Y 7Y 7.14% Catalio Capital Management, LP 6.18% FourWorld Capital Management LLC 3Y 4.64% Nepsis Inc. 3Y 7Y 4.57% COLRAIN CAPITAL LLC 3Y 7Y 4.5% BRIDGER MANAGEMENT, LLC 3Y 7Y 3.99% Sofinnova Investments, Inc. 3Y 7Y 3.52% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.9%
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