Jefferies Group's BMY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 505,773 shares of Bristol-Myers Squibb Company (BMY) worth $27.28 M, representing 0.14% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BMY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 381,724 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
| Report Date | 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 |
| Q4 2025 | +381,724 | Add 307.72% | 505,773 | $53.94 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to Bristol-Myers Squibb Company (BMY) was in Q4 2025, adding 505,773 shares worth $27.28 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 505,773 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $27.28 M.
As of the Q4 2025 filing, Bristol-Myers Squibb Company (BMY) represents approximately 0.14% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Bristol-Myers Squibb Company (BMY) was 505,773 shares, as reported at the end of Q4 2025.