Joel Greenblatt's BMY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 782,868 shares of Bristol-Myers Squibb Company (BMY) worth $42.23 M, representing 0.15% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 679,164 shares. Largest reduction occurred in Q1 2020, reducing 699,364 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +84,644 | Add 12.12% | 782,868 | $53.94 |
| Q3 2025 | +90,238 | Add 14.84% | 698,224 | $45.10 |
| Q2 2025 | +311,033 | Add 104.74% | 607,986 | $46.29 |
| Q1 2025 | +21,411 | Add 7.77% | 296,953 | $60.99 |
| Q4 2024 | -61,467 | Reduce 18.24% | 275,542 | $56.56 |
| Q3 2024 | +50,171 | Add 17.49% | 337,009 | $51.74 |
| Q2 2024 | -59,372 | Reduce 17.15% | 286,838 | $41.53 |
| Q1 2024 | +87,060 | Add 33.59% | 346,210 | $54.23 |
| Q4 2023 | +51,745 | Add 24.95% | 259,150 | $51.31 |
| Q3 2023 | +52,110 | Add 33.56% | 207,405 | $58.04 |
| Q2 2023 | +63,449 | Add 69.08% | 155,295 | $63.95 |
| Q1 2023 | -92,512 | Reduce 50.18% | 91,846 | $69.31 |
| Q4 2022 | +12,972 | Add 7.57% | 184,358 | $71.95 |
| Q3 2022 | +45,754 | Add 36.42% | 171,386 | $71.09 |
| Q2 2022 | +18,383 | Add 17.14% | 125,632 | $77.00 |
| Q1 2022 | +7,088 | Add 7.08% | 107,249 | $73.03 |
| Q4 2021 | +5,381 | Add 5.68% | 100,161 | $62.35 |
| Q3 2021 | +90,217 | Add 1977.14% | 94,780 | $59.17 |
| Q2 2021 | +4,563 | New Buy | 4,563 | $66.84 |
| Q1 2021 | -66,597 | Sold Out | 0 | $0.00 |
| Q4 2020 | -74,004 | Reduce 52.63% | 66,597 | $62.03 |
| Q3 2020 | -219,426 | Reduce 60.95% | 140,601 | $60.29 |
| Q2 2020 | +94,928 | Add 35.81% | 360,027 | $58.80 |
| Q1 2020 | -699,364 | Reduce 72.51% | 265,099 | $55.74 |
| Q4 2019 | -60,747 | Reduce 5.93% | 964,463 | $64.19 |
| Q3 2019 | -235,538 | Reduce 18.68% | 1.03 M | $50.71 |
| Q2 2019 | +340,589 | Add 37.01% | 1.26 M | $45.35 |
| Q1 2019 | +679,164 | Add 281.82% | 920,159 | $47.71 |
| Q4 2018 | +45,990 | Add 23.58% | 240,995 | $51.98 |
| Q3 2018 | -101,296 | Reduce 34.19% | 195,005 | $62.08 |
| Q2 2018 | +273,224 | Add 1183.97% | 296,301 | $55.34 |
| Q1 2018 | -131,716 | Reduce 85.09% | 23,077 | $63.27 |
| Q4 2017 | +33,199 | Add 27.30% | 154,793 | $61.28 |
| Q3 2017 | +34,135 | Add 39.03% | 121,594 | $63.74 |
| Q2 2017 | +77,398 | Add 769.29% | 87,459 | $55.72 |
| Q1 2017 | +10,061 | New Buy | 10,061 | $54.37 |
| Q4 2016 | -87,321 | Sold Out | 0 | $0.00 |
| Q3 2016 | +87,321 | New Buy | 87,321 | $53.92 |
| Q4 2015 | -21,863 | Sold Out | 0 | $0.00 |
| Q3 2015 | +21,863 | New Buy | 21,863 | $59.19 |
| Q3 2014 | -89,363 | Sold Out | 0 | $0.00 |
| Q2 2014 | +89,363 | New Buy | 89,363 | $48.51 |
| Q1 2014 | -11,679 | Sold Out | 0 | $0.00 |
| Q4 2013 | +11,679 | New Buy | 11,679 | $53.17 |
Joel Greenblatt's Bristol-Myers Squibb Company Investment FAQs
Joel Greenblatt first purchased Bristol-Myers Squibb Company (BMY) in Q4 2013, acquiring 11,679 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Bristol-Myers Squibb Company (BMY) for 44 quarters since Q4 2013.
Joel Greenblatt's largest addition to Bristol-Myers Squibb Company (BMY) was in Q1 2019, adding 920,159 shares worth $43.9 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 782,868 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $42.23 M.
As of the Q4 2025 filing, Bristol-Myers Squibb Company (BMY) represents approximately 0.15% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Bristol-Myers Squibb Company (BMY) was 1,260,748 shares, as reported at the end of Q2 2019.