Jeff Auxier’s BMY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2020
+14,570 Shares
Current Position
23,740 Shares
$1.07 M Value

Jeff Auxier's BMY Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 23,740 shares of Bristol-Myers Squibb Company (BMY) worth $1.07 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 14,570 shares. Largest reduction occurred in Q4 2023, reducing 2,049 shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier'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 Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +5,783 Add 0.00% 5,782 $44.62
Q2 2014 -739 Reduce 12.78% 5,043 $48.58
Q4 2015 -100 Reduce 1.98% 4,943 $68.78
Q1 2016 +50 Add 1.01% 4,993 $63.89
Q3 2016 -300 Reduce 6.01% 4,693 $53.91
Q1 2017 +2,700 Add 57.53% 7,393 $54.38
Q2 2017 -1,000 Reduce 13.53% 6,393 $55.69
Q1 2018 +1,000 Add 15.64% 7,393 $63.30
Q2 2018 -124 Reduce 1.68% 7,269 $55.30
Q4 2018 -225 Reduce 3.10% 7,044 $51.96
Q1 2019 -1,200 Reduce 17.04% 5,844 $47.74
Q2 2019 +75 Add 1.28% 5,919 $45.28
Q3 2019 +150 Add 2.53% 6,069 $50.75
Q4 2019 +311 Add 5.12% 6,380 $64.26
Q1 2020 +645 Add 10.11% 7,025 $55.80
Q2 2020 +9,181 Add 130.69% 16,206 $58.81
Q3 2020 +1,233 Add 7.61% 17,439 $60.27
Q4 2020 +14,570 Add 83.55% 32,009 $62.05
Q1 2021 -402 Reduce 1.26% 31,607 $63.12
Q2 2021 -539 Reduce 1.71% 31,068 $66.82
Q3 2021 -49 Reduce 0.16% 31,019 $59.16
Q4 2021 +1 Add 0.00% 31,020 $62.35
Q1 2022 +75 Add 0.24% 31,095 $73.03
Q2 2022 -999 Reduce 3.21% 30,096 $76.99
Q3 2022 -849 Reduce 2.82% 29,247 $71.08
Q1 2023 -300 Reduce 1.03% 28,947 $69.31
Q2 2023 -74 Reduce 0.26% 28,873 $63.95
Q3 2023 -50 Reduce 0.17% 28,823 $58.04
Q4 2023 -2,049 Reduce 7.11% 26,774 $51.31
Q1 2024 -1,604 Reduce 5.99% 25,170 $54.23
Q2 2024 -624 Reduce 2.48% 24,546 $41.53
Q3 2024 -49 Reduce 0.20% 24,497 $51.74
Q4 2024 -150 Reduce 0.61% 24,347 $56.56
Q1 2025 -645 Reduce 2.65% 23,702 $60.99
Q2 2025 -92 Reduce 0.39% 23,610 $46.29
Q3 2025 +130 Add 0.55% 23,740 $45.10

Jeff Auxier's Bristol-Myers Squibb Company Investment FAQs

Jeff Auxier first purchased Bristol-Myers Squibb Company (BMY) in Q2 2013, acquiring 5,782 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Bristol-Myers Squibb Company (BMY) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's largest addition to Bristol-Myers Squibb Company (BMY) was in Q4 2020, adding 32,009 shares worth $1.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 23,740 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $1.07 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 0.15% of Jeff Auxier'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.

Jeff Auxier's peak holding in Bristol-Myers Squibb Company (BMY) was 32,009 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.