Ken Fisher’s BMY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2016
+501,260 Shares
Current Position
216,142 Shares
$9.75 M Value

Ken Fisher's BMY Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 216,142 shares of Bristol-Myers Squibb Company (BMY) worth $9.75 M, representing 0.00% 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, Ken Fisher has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 501,260 shares. Largest reduction occurred in Q1 2020, reducing 309,852 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher'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 Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +14,504 Add 0.00% 14,503 $44.68
Q3 2013 +1,434 Add 9.89% 15,937 $46.31
Q4 2013 +2,201 Add 13.81% 18,138 $53.15
Q1 2014 -2,405 Reduce 13.26% 15,733 $51.93
Q2 2014 +33,999 Add 216.10% 49,732 $48.52
Q3 2014 +1,469 Add 2.95% 51,201 $51.17
Q4 2014 -20,462 Reduce 39.96% 30,739 $59.05
Q1 2015 +1,702 Add 5.54% 32,441 $64.49
Q2 2015 +2,195 Add 6.77% 34,636 $66.55
Q3 2015 +26,544 Add 76.64% 61,180 $59.20
Q4 2015 +73,620 Add 120.33% 134,800 $68.79
Q1 2016 +501,260 Add 371.85% 636,060 $68.05
Q2 2016 +12,047 Add 1.89% 648,107 $75.39
Q3 2016 +2,225 Add 0.34% 650,332 $53.92
Q4 2016 +3,398 Add 0.52% 653,730 $58.44
Q1 2017 +12,534 Add 1.92% 666,264 $54.38
Q2 2017 -159,237 Reduce 23.90% 507,027 $55.72
Q3 2017 -2,534 Reduce 0.50% 504,493 $63.74
Q4 2017 +77,720 Add 15.41% 582,213 $61.28
Q1 2018 -5,132 Reduce 0.88% 577,081 $63.25
Q2 2018 +4,229 Add 0.73% 581,310 $55.34
Q3 2018 -72,067 Reduce 12.40% 509,243 $62.08
Q4 2018 -15,165 Reduce 2.98% 494,078 $51.98
Q1 2019 +82,239 Add 16.64% 576,317 $47.71
Q2 2019 -57,882 Reduce 10.04% 518,435 $45.35
Q3 2019 -1,734 Reduce 0.33% 516,701 $50.71
Q4 2019 -7,375 Reduce 1.43% 509,326 $64.19
Q1 2020 -309,852 Reduce 60.84% 199,474 $55.74
Q2 2020 -27,191 Reduce 13.63% 172,283 $58.80
Q3 2020 +3,059 Add 1.78% 175,342 $60.29
Q4 2020 +3,799 Add 2.17% 179,141 $62.03
Q1 2021 -3,783 Reduce 2.11% 175,358 $63.13
Q2 2021 -1,665 Reduce 0.95% 173,693 $66.82
Q3 2021 +18,040 Add 10.39% 191,733 $59.17
Q4 2021 +251,210 Add 131.02% 442,943 $62.35
Q1 2022 -13,132 Reduce 2.96% 429,811 $73.03
Q2 2022 -4,011 Reduce 0.93% 425,800 $77.00
Q3 2022 -38,024 Reduce 8.93% 387,776 $71.09
Q4 2022 -189,036 Reduce 48.75% 198,740 $71.95
Q1 2023 +5,512 Add 2.77% 204,252 $69.31
Q2 2023 +40,941 Add 20.04% 245,193 $63.95
Q3 2023 -147,884 Reduce 60.31% 97,309 $58.04
Q4 2023 +126,122 Add 129.61% 223,431 $51.31
Q1 2024 +2,322 Add 1.04% 225,753 $54.23
Q2 2024 +2,245 Add 0.99% 227,998 $41.53
Q3 2024 -1,518 Reduce 0.67% 226,480 $51.74
Q4 2024 -2,603 Reduce 1.15% 223,877 $56.56
Q1 2025 -3,138 Reduce 1.40% 220,739 $60.99
Q2 2025 +6,237 Add 2.83% 226,976 $46.29
Q3 2025 -10,834 Reduce 4.77% 216,142 $45.10

Ken Fisher's Bristol-Myers Squibb Company Investment FAQs

Ken Fisher first purchased Bristol-Myers Squibb Company (BMY) in Q2 2013, acquiring 14,503 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher 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.

Ken Fisher's largest addition to Bristol-Myers Squibb Company (BMY) was in Q1 2016, adding 636,060 shares worth $43.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 216,142 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $9.75 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 0.00% of Ken Fisher'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.

Ken Fisher's peak holding in Bristol-Myers Squibb Company (BMY) was 666,264 shares, as reported at the end of Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.