SEC 13F Intelligence

Charles Schwab Investment Management Inc / BMY

Charles Schwab Investment Management Inc’s Bristol-Myers Squibb Co Position

Does Charles Schwab Investment Management Inc own Bristol-Myers Squibb Co (BMY)? Yes — 61.12M shares worth $3.7B (+0.57% of its 13F portfolio) as of Q1 2026, down from 71.32M shares the prior filed quarter.

Position Value
$3.7B
Q1 2026
Shares
61.12M
% of Portfolio
+0.57%
Quarters Held
30
currently held

Position History BMY

Reported value by quarter
Q4 ’18: $354MQ4 ’18Q1 ’19: $612MQ2 ’19: $609MQ3 ’19: $700MQ4 ’19: $1.3BQ4 ’19Q1 ’20: $1.1BQ2 ’20: $656MQ3 ’20: $633MQ4 ’20: $653MQ4 ’20Q1 ’21: $641MQ2 ’21: $692MQ3 ’21: $632MQ4 ’21: $674MQ4 ’21Q1 ’22: $804MQ2 ’22: $834MQ3 ’22: $792MQ4 ’22: $806MQ4 ’22Q1 ’23: $787MQ2 ’23: $718MQ3 ’23: $652MQ4 ’23: $583MQ4 ’23Q1 ’24: $2.9BQ2 ’24: $2.5BQ3 ’24: $3.2BQ4 ’24: $3.4BQ4 ’24Q1 ’25: $3.7BQ2 ’25: $3.3BQ3 ’25: $3.3BQ4 ’25: $3.8BQ4 ’25Q1 ’26: $3.7Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.12M$3.7B+0.57%
Q4 202571.32M$3.8B+0.60%
Q3 202573.04M$3.3B+0.53%
Q2 202570.80M$3.3B+0.57%
Q1 202560.61M$3.7B+0.69%
Q4 202460.30M$3.4B+0.63%
Q3 202461.03M$3.2B+0.60%
Q2 202459.06M$2.5B+0.47%
Q1 202453.72M$2.9B+0.67%
Q4 202311.36M$583M+0.15%
Q3 202311.23M$652M+0.19%
Q2 202311.23M$718M+0.20%
Q1 202311.35M$787M+0.24%
Q4 202211.21M$806M+0.26%
Q3 202211.14M$792M+0.28%
Q2 202210.82M$834M+0.29%
Q1 202211.01M$804M+0.24%
Q4 202110.81M$674M+0.20%
Q3 202110.68M$632M+0.21%
Q2 202110.35M$692M+0.23%
Q1 202110.15M$641M+0.23%
Q4 202010.52M$653M+0.26%
Q3 202010.50M$633M+0.29%
Q2 202011.16M$656M+0.32%
Q1 202019.62M$1.1B+0.64%
Q4 201919.66M$1.3B+0.68%
Q3 201913.80M$700M+0.41%
Q2 201913.43M$609M+0.37%
Q1 201912.84M$612M+0.39%
Q4 20186.81M$354M+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of BMY.