Jefferies Group's BMY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 124,049 shares of Bristol-Myers Squibb Company (BMY) worth $5.59 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BMY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 122,993 shares. Largest reduction occurred in Q1 2025, reducing 196,877 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +59,000 | New Buy | 59,000 | $71.95 |
| Q1 2023 | +122,993 | Add 208.46% | 181,993 | $69.31 |
| Q2 2023 | -154,100 | Reduce 84.67% | 27,893 | $63.95 |
| Q3 2023 | +102,023 | Add 365.77% | 129,916 | $58.04 |
| Q4 2023 | +65,723 | Add 50.59% | 195,639 | $51.31 |
| Q1 2024 | -76,577 | Reduce 39.14% | 119,062 | $54.23 |
| Q2 2024 | +111,992 | Add 94.06% | 231,054 | $41.53 |
| Q3 2024 | +47,568 | Add 20.59% | 278,622 | $51.74 |
| Q4 2024 | -31,594 | Reduce 11.34% | 247,028 | $56.56 |
| Q1 2025 | -196,877 | Reduce 79.70% | 50,151 | $60.99 |
| Q2 2025 | +22,282 | Add 44.43% | 72,433 | $46.29 |
| Q3 2025 | +51,616 | Add 71.26% | 124,049 | $45.10 |
Jefferies Group's Bristol-Myers Squibb Company Investment FAQs
Jefferies Group first purchased Bristol-Myers Squibb Company (BMY) in Q4 2022, acquiring 59,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bristol-Myers Squibb Company (BMY) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Bristol-Myers Squibb Company (BMY) was in Q1 2023, adding 181,993 shares worth $12.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 124,049 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $5.59 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 0.03% of Jefferies Group'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.
Jefferies Group's peak holding in Bristol-Myers Squibb Company (BMY) was 278,622 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.