SEC 13F Intelligence

Waverton Investment Management Ltd / BMY

Waverton Investment Management Ltd’s Bristol-Myers Squibb Co Position

Does Waverton Investment Management Ltd own Bristol-Myers Squibb Co (BMY)? Not currently — the last reported position was 472.4K shares worth $33M in Q1 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$33M
Q1 2023
Shares
472.4K
% of Portfolio
+1.01%
Quarters Held
5
position exited

Position History BMY

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $14MQ2 ’22Q3 ’22: $27MQ3 ’22Q4 ’22: $29MQ4 ’22Q1 ’23: $33MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023472.4K$33M+1.01%
Q4 2022406.9K$29M+1.08%
Q3 2022378.9K$27M+1.10%
Q2 2022184.3K$14M+0.55%
Q1 202231.6K$2M+0.08%

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