Joel Greenblatt's BMY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 698,224 shares of Bristol-Myers Squibb Company (BMY) worth $31.49 M, representing 0.14% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +11,679 | New Buy | 11,679 | $53.17 |
| Q1 2014 | -11,679 | Sold Out | 11,679 | $0.00 |
| Q2 2014 | +89,363 | New Buy | 89,363 | $48.51 |
| Q3 2014 | -89,363 | Sold Out | 89,363 | $0.00 |
| Q3 2015 | +21,863 | New Buy | 21,863 | $59.19 |
| Q4 2015 | -21,863 | Sold Out | 21,863 | $0.00 |
| Q3 2016 | +87,321 | New Buy | 87,321 | $53.92 |
| Q4 2016 | -87,321 | Sold Out | 87,321 | $0.00 |
| Q1 2017 | +10,061 | New Buy | 10,061 | $54.37 |
| Q2 2017 | +77,398 | Add 769.29% | 87,459 | $55.72 |
| Q3 2017 | +34,135 | Add 39.03% | 121,594 | $63.74 |
| Q4 2017 | +33,199 | Add 27.30% | 154,793 | $61.28 |
| Q1 2018 | -131,716 | Reduce 85.09% | 23,077 | $63.27 |
| Q2 2018 | +273,224 | Add 1183.97% | 296,301 | $55.34 |
| Q3 2018 | -101,296 | Reduce 34.19% | 195,005 | $62.08 |
| Q4 2018 | +45,990 | Add 23.58% | 240,995 | $51.98 |
| Q1 2019 | +679,164 | Add 281.82% | 920,159 | $47.71 |
| Q2 2019 | +340,589 | Add 37.01% | 1.26 M | $45.35 |
| Q3 2019 | -235,538 | Reduce 18.68% | 1.03 M | $50.71 |
| Q4 2019 | -60,747 | Reduce 5.93% | 964,463 | $64.19 |
| Q1 2020 | -699,364 | Reduce 72.51% | 265,099 | $55.74 |
| Q2 2020 | +94,928 | Add 35.81% | 360,027 | $58.80 |
| Q3 2020 | -219,426 | Reduce 60.95% | 140,601 | $60.29 |
| Q4 2020 | -74,004 | Reduce 52.63% | 66,597 | $62.03 |
| Q1 2021 | -66,597 | Sold Out | 66,597 | $0.00 |
| Q2 2021 | +4,563 | New Buy | 4,563 | $66.84 |
| Q3 2021 | +90,217 | Add 1977.14% | 94,780 | $59.17 |
| Q4 2021 | +5,381 | Add 5.68% | 100,161 | $62.35 |
| Q1 2022 | +7,088 | Add 7.08% | 107,249 | $73.03 |
| Q2 2022 | +18,383 | Add 17.14% | 125,632 | $77.00 |
| Q3 2022 | +45,754 | Add 36.42% | 171,386 | $71.09 |
| Q4 2022 | +12,972 | Add 7.57% | 184,358 | $71.95 |
| Q1 2023 | -92,512 | Reduce 50.18% | 91,846 | $69.31 |
| Q2 2023 | +63,449 | Add 69.08% | 155,295 | $63.95 |
| Q3 2023 | +52,110 | Add 33.56% | 207,405 | $58.04 |
| Q4 2023 | +51,745 | Add 24.95% | 259,150 | $51.31 |
| Q1 2024 | +87,060 | Add 33.59% | 346,210 | $54.23 |
| Q2 2024 | -59,372 | Reduce 17.15% | 286,838 | $41.53 |
| Q3 2024 | +50,171 | Add 17.49% | 337,009 | $51.74 |
| Q4 2024 | -61,467 | Reduce 18.24% | 275,542 | $56.56 |
| Q1 2025 | +21,411 | Add 7.77% | 296,953 | $60.99 |
| Q2 2025 | +311,033 | Add 104.74% | 607,986 | $46.29 |
| Q3 2025 | +90,238 | Add 14.84% | 698,224 | $45.10 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Bristol-Myers Squibb Company (BMY) was in Q1 2019, adding 920,159 shares worth $43.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 698,224 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $31.49 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 0.14% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Bristol-Myers Squibb Company (BMY) was 1,260,748 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.