SEC 13F Intelligence

Claret Asset Management Corp / BMY

Claret Asset Management Corp’s Bristol-Myers Squibb Co Position

Does Claret Asset Management Corp own Bristol-Myers Squibb Co (BMY)? Yes189.9K shares worth $12M (+1.38% of its 13F portfolio) as of Q1 2026, up from 186.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
189.9K
% of Portfolio
+1.38%
Quarters Held
29
currently held

Position History BMY

Reported value by quarter
Q4 ’18: $864,000Q4 ’18Q1 ’19: $793,000Q2 ’19: $772,000Q3 ’19: $972,000Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ4 ’21: $5MQ1 ’22: $7MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ1 ’23: $9MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $7MQ1 ’24: $9MQ1 ’24Q2 ’24: $7MQ3 ’24: $9MQ4 ’24: $10MQ1 ’25: $11MQ1 ’25Q2 ’25: $9MQ3 ’25: $9MQ4 ’25: $10MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026189.9K$12M+1.38%
Q4 2025186.5K$10M+1.17%
Q3 2025189.1K$9M+1.02%
Q2 2025186.4K$9M+1.12%
Q1 2025173.0K$11M+1.52%
Q4 2024174.6K$10M+1.56%
Q3 2024172.4K$9M+1.46%
Q2 2024173.1K$7M+1.28%
Q1 2024167.2K$9M+1.52%
Q4 2023146.1K$7M+1.34%
Q3 2023134.2K$8M+1.53%
Q2 2023132.9K$8M+1.66%
Q1 2023123.5K$9M+1.69%
Q4 202295.2K$7M+1.51%
Q3 202295.6K$7M+1.61%
Q2 202295.4K$7M+1.58%
Q1 202293.7K$7M+1.32%
Q4 202173.5K$5M+0.85%
Q2 202132.5K$2M+0.36%
Q1 202120.6K$1M+0.24%
Q4 202020.6K$1M+0.25%
Q3 202020.8K$1M+0.28%
Q2 202020.8K$1M+0.29%
Q1 202020.4K$1M+0.32%
Q4 201920.4K$1M+0.25%
Q3 201919.2K$972,000+0.20%
Q2 201917.0K$772,000+0.16%
Q1 201916.6K$793,000+0.16%
Q4 201816.6K$864,000+0.19%

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