Ray Dalio's BMY Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 444,032 shares of Bristol-Myers Squibb Company (BMY) worth $20.03 M, representing 0.08% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 1.45 M shares. Largest reduction occurred in Q3 2025, reducing 2.26 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Bristol-Myers Squibb Company (BMY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bristol-Myers Squibb Company (BMY) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +4,428 | New Buy | 4,428 | $51.94 |
| Q2 2014 | -4,428 | Sold Out | 4,428 | $0.00 |
| Q3 2014 | +10,228 | New Buy | 10,228 | $51.13 |
| Q4 2014 | -10,228 | Sold Out | 10,228 | $0.00 |
| Q3 2015 | +19,528 | New Buy | 19,528 | $59.20 |
| Q4 2015 | +51,317 | Add 262.79% | 70,845 | $68.78 |
| Q1 2016 | +16,000 | Add 22.58% | 86,845 | $63.88 |
| Q2 2016 | +99,609 | Add 114.70% | 186,454 | $73.55 |
| Q3 2016 | +204,123 | Add 109.48% | 390,577 | $53.92 |
| Q4 2016 | -390,577 | Sold Out | 390,577 | $0.00 |
| Q1 2017 | +96,670 | New Buy | 96,670 | $54.38 |
| Q2 2017 | +34,394 | Add 35.58% | 131,064 | $55.72 |
| Q3 2017 | -131,064 | Sold Out | 131,064 | $0.00 |
| Q2 2018 | +273,634 | New Buy | 273,634 | $55.34 |
| Q3 2018 | -16,564 | Reduce 6.05% | 257,070 | $62.08 |
| Q4 2018 | +298,453 | Add 116.10% | 555,523 | $51.98 |
| Q1 2019 | +433,770 | Add 78.08% | 989,293 | $47.71 |
| Q2 2019 | -989,293 | Sold Out | 989,293 | $0.00 |
| Q3 2019 | +219,568 | New Buy | 219,568 | $50.71 |
| Q4 2019 | -219,568 | Sold Out | 219,568 | $0.00 |
| Q1 2020 | +69,134 | New Buy | 69,134 | $55.75 |
| Q2 2020 | -69,134 | Sold Out | 69,134 | $0.00 |
| Q1 2021 | +5,369 | New Buy | 5,369 | $63.14 |
| Q2 2021 | +74,848 | Add 1394.08% | 80,217 | $66.82 |
| Q3 2021 | +124,879 | Add 155.68% | 205,096 | $59.17 |
| Q4 2021 | +110,359 | Add 53.81% | 315,455 | $62.35 |
| Q1 2022 | +477,281 | Add 151.30% | 792,736 | $73.03 |
| Q2 2022 | -33,729 | Reduce 4.25% | 759,007 | $77.00 |
| Q3 2022 | +144,114 | Add 18.99% | 903,121 | $71.09 |
| Q4 2022 | -13,790 | Reduce 1.53% | 889,331 | $71.95 |
| Q1 2023 | -247,947 | Reduce 27.88% | 641,384 | $69.31 |
| Q2 2023 | +481,035 | Add 75.00% | 1.12 M | $63.95 |
| Q3 2023 | +261,063 | Add 23.26% | 1.38 M | $58.04 |
| Q4 2023 | -678,275 | Reduce 49.03% | 705,207 | $51.31 |
| Q1 2024 | -1,981 | Reduce 0.28% | 703,226 | $54.23 |
| Q2 2024 | -148,232 | Reduce 21.08% | 554,994 | $41.53 |
| Q3 2024 | +55,364 | Add 9.98% | 610,358 | $51.74 |
| Q4 2024 | +1.45 M | Add 237.68% | 2.06 M | $56.56 |
| Q1 2025 | +280,162 | Add 13.59% | 2.34 M | $60.99 |
| Q2 2025 | +362,486 | Add 15.48% | 2.7 M | $46.29 |
| Q3 2025 | -2.26 M | Reduce 83.58% | 444,032 | $45.10 |
Ray Dalio's Bristol-Myers Squibb Company Investment FAQs
Ray Dalio first purchased Bristol-Myers Squibb Company (BMY) in Q1 2014, acquiring 4,428 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Bristol-Myers Squibb Company (BMY) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Bristol-Myers Squibb Company (BMY) was in Q4 2024, adding 2,061,076 shares worth $116.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 444,032 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $20.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bristol-Myers Squibb Company (BMY) represents approximately 0.08% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Bristol-Myers Squibb Company (BMY) was 2,703,724 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.