John Rogers's BMY Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 732,677 shares of Bristol-Myers Squibb Company (BMY) worth $39.52 M, representing 0.43% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in BMY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 732,677 shares. Largest reduction occurred in Q1 2024, reducing 345,635 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers'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 John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +134,506 | New Buy | 134,506 | $55.74 |
| Q2 2020 | +221,890 | Add 164.97% | 356,396 | $58.80 |
| Q3 2020 | -32,440 | Reduce 9.10% | 323,956 | $60.29 |
| Q4 2020 | -69,158 | Reduce 21.35% | 254,798 | $62.03 |
| Q1 2021 | +445,836 | Add 174.98% | 700,634 | $63.13 |
| Q2 2021 | -126,655 | Reduce 18.08% | 573,979 | $66.82 |
| Q3 2021 | +279,410 | Add 48.68% | 853,389 | $59.17 |
| Q4 2021 | -62,684 | Reduce 7.35% | 790,705 | $62.35 |
| Q1 2022 | +5,197 | Add 0.66% | 795,902 | $73.03 |
| Q2 2022 | +17,859 | Add 2.24% | 813,761 | $77.00 |
| Q3 2022 | -14,227 | Reduce 1.75% | 799,534 | $71.09 |
| Q4 2022 | -9,868 | Reduce 1.23% | 789,666 | $71.95 |
| Q1 2023 | -3,203 | Reduce 0.41% | 786,463 | $69.31 |
| Q2 2023 | -25,255 | Reduce 3.21% | 761,208 | $63.95 |
| Q3 2023 | -108,249 | Reduce 14.22% | 652,959 | $58.04 |
| Q4 2023 | +326,789 | Add 50.05% | 979,748 | $51.31 |
| Q1 2024 | -345,635 | Reduce 35.28% | 634,113 | $54.23 |
| Q2 2024 | -14,902 | Reduce 2.35% | 619,211 | $41.53 |
| Q3 2024 | -276,697 | Reduce 44.69% | 342,514 | $51.74 |
| Q4 2024 | -342,514 | Sold Out | 0 | $0.00 |
| Q4 2025 | +732,677 | New Buy | 732,677 | $53.94 |
John Rogers's Bristol-Myers Squibb Company Investment FAQs
John Rogers first purchased Bristol-Myers Squibb Company (BMY) in Q1 2020, acquiring 134,506 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Bristol-Myers Squibb Company (BMY) for 21 quarters since Q1 2020.
John Rogers's largest addition to Bristol-Myers Squibb Company (BMY) was in Q4 2025, adding 732,677 shares worth $39.52 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 732,677 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $39.52 M.
As of the Q4 2025 filing, Bristol-Myers Squibb Company (BMY) represents approximately 0.43% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Bristol-Myers Squibb Company (BMY) was 979,748 shares, as reported at the end of Q4 2023.