PARAMETRIC PORTFOLIO ASSOCIATES LLC BMY — BRISTOL MYERS SQUIBB COM Common Stocks

Ownership history in PARAMETRIC PORTFOLIO ASSOCIATES LLC  ·  84 quarters on record

AI Ownership Summary

PARAMETRIC PORTFOLIO ASSOCIATES LLC reported BRISTOL MYERS SQUIBB COM Common Stocks (BMY) in 84 quarterly 13F filings .

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 PARAMETRIC PORTFOLIO ASSOCIATES LLC's position in BRISTOL MYERS SQUIBB COM Common Stocks, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
84 quarters

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 PARAMETRIC PORTFOLIO ASSOCIATES LLC fund profile PARAMETRIC PORTFOLIO ASSOCIATES LLC full holdings
How PARAMETRIC PORTFOLIO ASSOCIATES LLC 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 PARAMETRIC PORTFOLIO ASSOCIATES LLC and BMY

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

How long has PARAMETRIC PORTFOLIO ASSOCIATES LLC reported owning BMY?

PARAMETRIC PORTFOLIO ASSOCIATES LLC reported BMY across 0 quarterly 13F filings.

What was the largest reported BMY position in PARAMETRIC PORTFOLIO ASSOCIATES LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BMY in PARAMETRIC PORTFOLIO ASSOCIATES LLC.

What is the latest reported BMY position on this page?

The most recent filing on this page is 2022 Q1, when PARAMETRIC PORTFOLIO ASSOCIATES LLC reported 10,436,143 shares, equal to 0.40% of portfolio, with an estimated market value of $762.2M.

What does the chart on this BMY ownership page compare?

The chart compares PARAMETRIC PORTFOLIO ASSOCIATES LLC'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.

How well did PARAMETRIC PORTFOLIO ASSOCIATES LLC time their BMY position?

Based on 13F filing dates vs. subsequent BMY price moves, PARAMETRIC PORTFOLIO ASSOCIATES LLC correctly timed 46 out of 83 reported position changes (55%). The annualised alpha on BMY relative to SPY over the holding period was -2.5%.

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