Jeremy Grantham's BMY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 967,975 shares of Bristol-Myers Squibb Company (BMY) worth $43.66 M, representing 0.12% 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, Jeremy Grantham has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 790,999 shares. Largest reduction occurred in Q1 2014, reducing 4.8 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +7.58 M | Add 0.00% | 7.58 M | $44.69 |
| Q3 2013 | +790,999 | Add 10.44% | 8.37 M | $46.28 |
| Q4 2013 | +570,925 | Add 6.82% | 8.94 M | $53.15 |
| Q1 2014 | -4.8 M | Reduce 53.64% | 4.14 M | $51.95 |
| Q2 2014 | -2.32 M | Reduce 56.04% | 1.82 M | $48.51 |
| Q3 2014 | -301,048 | Reduce 16.53% | 1.52 M | $51.18 |
| Q4 2014 | -1.51 M | Reduce 99.29% | 10,762 | $59.00 |
| Q1 2015 | -2,652 | Reduce 24.64% | 8,110 | $64.49 |
| Q2 2015 | -700 | Reduce 8.63% | 7,410 | $66.53 |
| Q3 2015 | -2,010 | Reduce 27.13% | 5,400 | $59.26 |
| Q1 2016 | -1,300 | Reduce 24.07% | 4,100 | $63.90 |
| Q2 2016 | -300 | Reduce 7.32% | 3,800 | $73.42 |
| Q3 2016 | -3,800 | Sold Out | 3,800 | $0.00 |
| Q4 2016 | +3,500 | New Buy | 3,500 | $58.57 |
| Q1 2017 | -3,500 | Sold Out | 3,500 | $0.00 |
| Q4 2017 | +10,700 | New Buy | 10,700 | $61.31 |
| Q3 2018 | -3,100 | Reduce 28.97% | 7,600 | $62.11 |
| Q4 2018 | +157,700 | Add 2075.00% | 165,300 | $51.98 |
| Q1 2019 | +58,800 | Add 35.57% | 224,100 | $47.71 |
| Q2 2019 | +17,700 | Add 7.90% | 241,800 | $45.35 |
| Q3 2019 | -125,634 | Reduce 51.96% | 116,166 | $50.71 |
| Q4 2019 | -16,672 | Reduce 14.35% | 99,494 | $64.19 |
| Q1 2020 | +61,203 | Add 61.51% | 160,697 | $55.74 |
| Q2 2020 | -83,406 | Reduce 51.90% | 77,291 | $58.80 |
| Q4 2020 | -1,200 | Reduce 1.55% | 76,091 | $62.03 |
| Q1 2021 | +70,300 | Add 92.39% | 146,391 | $63.13 |
| Q2 2021 | +43,100 | Add 29.44% | 189,491 | $66.82 |
| Q3 2021 | +52,993 | Add 27.97% | 242,484 | $59.17 |
| Q4 2021 | +436,675 | Add 180.08% | 679,159 | $62.35 |
| Q1 2022 | -387,763 | Reduce 57.09% | 291,396 | $73.03 |
| Q2 2022 | -121,609 | Reduce 41.73% | 169,787 | $77.00 |
| Q3 2022 | +76,900 | Add 45.29% | 246,687 | $71.09 |
| Q4 2022 | +201,622 | Add 81.73% | 448,309 | $71.95 |
| Q1 2023 | +48,700 | Add 10.86% | 497,009 | $69.31 |
| Q2 2023 | +129,122 | Add 25.98% | 626,131 | $63.95 |
| Q3 2023 | +16,953 | Add 2.71% | 643,084 | $58.04 |
| Q4 2023 | -47,727 | Reduce 7.42% | 595,357 | $51.31 |
| Q1 2024 | -66,388 | Reduce 11.15% | 528,969 | $54.23 |
| Q2 2024 | -28,723 | Reduce 5.43% | 500,246 | $41.53 |
| Q3 2024 | -272,273 | Reduce 54.43% | 227,973 | $51.74 |
| Q4 2024 | -206,953 | Reduce 90.78% | 21,020 | $56.56 |
| Q1 2025 | +152,376 | Add 724.91% | 173,396 | $60.99 |
| Q2 2025 | +696,908 | Add 401.92% | 870,304 | $46.29 |
| Q3 2025 | +97,671 | Add 11.22% | 967,975 | $45.10 |
Jeremy Grantham's Bristol-Myers Squibb Company Investment FAQs
Jeremy Grantham first purchased Bristol-Myers Squibb Company (BMY) in Q2 2013, acquiring 7,577,933 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham 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.
Jeremy Grantham's largest addition to Bristol-Myers Squibb Company (BMY) was in Q2 2013, adding 7,577,933 shares worth $338.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 967,975 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $43.66 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 0.12% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Bristol-Myers Squibb Company (BMY) was 8,939,857 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.