Murray Stahl's BMY Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 44,913 shares of Bristol-Myers Squibb Company (BMY) worth $2.03 M, representing 0.02% 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, Murray Stahl has maintained a long-term strategic position in BMY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 14,364 shares. Largest reduction occurred in Q3 2025, reducing 16,404 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl'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 Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +61,411 | Add 0.00% | 61,410 | $44.68 |
| Q3 2013 | -838 | Reduce 1.36% | 60,572 | $46.29 |
| Q4 2013 | +2,100 | Add 3.47% | 62,672 | $53.15 |
| Q2 2014 | +300 | Add 0.48% | 62,972 | $48.50 |
| Q3 2014 | -30 | Reduce 0.05% | 62,942 | $51.17 |
| Q4 2014 | -125 | Reduce 0.20% | 62,817 | $59.03 |
| Q1 2015 | -6,800 | Reduce 10.83% | 56,017 | $64.50 |
| Q2 2015 | -150 | Reduce 0.27% | 55,867 | $66.53 |
| Q3 2015 | +2,575 | Add 4.61% | 58,442 | $59.20 |
| Q4 2015 | -900 | Reduce 1.54% | 57,542 | $68.78 |
| Q1 2016 | +1,334 | Add 2.32% | 58,876 | $63.88 |
| Q2 2016 | -100 | Reduce 0.17% | 58,776 | $73.55 |
| Q3 2016 | -2,452 | Reduce 4.17% | 56,324 | $53.92 |
| Q4 2016 | -3,732 | Reduce 6.63% | 52,592 | $58.43 |
| Q1 2017 | -3,985 | Reduce 7.58% | 48,607 | $54.37 |
| Q2 2017 | +383 | Add 0.79% | 48,990 | $55.71 |
| Q3 2017 | +25 | Add 0.05% | 49,015 | $63.74 |
| Q4 2017 | -100 | Reduce 0.20% | 48,915 | $61.29 |
| Q1 2018 | -1,800 | Reduce 3.68% | 47,115 | $63.25 |
| Q2 2018 | -1,215 | Reduce 2.58% | 45,900 | $55.34 |
| Q3 2018 | -935 | Reduce 2.04% | 44,965 | $62.09 |
| Q4 2018 | +234 | Add 0.52% | 45,199 | $51.99 |
| Q1 2019 | +46,789 | Add 0.00% | 46,788 | $47.70 |
| Q2 2019 | +1,615 | Add 3.45% | 48,403 | $45.35 |
| Q3 2019 | -85 | Reduce 0.18% | 48,318 | $50.71 |
| Q4 2019 | +7,000 | Add 14.49% | 55,318 | $64.19 |
| Q1 2020 | -2,396 | Reduce 4.33% | 52,922 | $55.74 |
| Q2 2020 | -1,888 | Reduce 3.57% | 51,034 | $58.80 |
| Q3 2020 | -160 | Reduce 0.31% | 50,874 | $60.29 |
| Q4 2020 | -3,133 | Reduce 6.16% | 47,741 | $62.02 |
| Q1 2021 | -20 | Reduce 0.04% | 47,721 | $63.14 |
| Q2 2021 | -12 | Reduce 0.03% | 47,709 | $66.82 |
| Q3 2021 | -700 | Reduce 1.47% | 47,009 | $59.18 |
| Q4 2021 | +975 | Add 2.07% | 47,984 | $62.35 |
| Q1 2022 | -120 | Reduce 0.25% | 47,864 | $73.04 |
| Q2 2022 | -283 | Reduce 0.59% | 47,581 | $77.01 |
| Q3 2022 | +220 | Add 0.46% | 47,801 | $71.09 |
| Q4 2022 | -333 | Reduce 0.70% | 47,468 | $71.95 |
| Q1 2023 | -4,937 | Reduce 10.40% | 42,531 | $69.31 |
| Q3 2023 | -150 | Reduce 0.35% | 42,381 | $58.04 |
| Q4 2023 | +155 | Add 0.37% | 42,536 | $51.31 |
| Q1 2024 | +952 | Add 2.24% | 43,488 | $54.23 |
| Q2 2024 | +1,530 | Add 3.52% | 45,018 | $41.53 |
| Q3 2024 | +14,364 | Add 31.91% | 59,382 | $51.74 |
| Q4 2024 | +1,094 | Add 1.84% | 60,476 | $56.56 |
| Q1 2025 | -663 | Reduce 1.10% | 59,813 | $60.99 |
| Q2 2025 | +1,504 | Add 2.51% | 61,317 | $46.29 |
| Q3 2025 | -16,404 | Reduce 26.75% | 44,913 | $45.10 |
Murray Stahl's Bristol-Myers Squibb Company Investment FAQs
Murray Stahl first purchased Bristol-Myers Squibb Company (BMY) in Q2 2013, acquiring 61,410 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl 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.
Murray Stahl's largest addition to Bristol-Myers Squibb Company (BMY) was in Q2 2013, adding 61,410 shares worth $2.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 44,913 shares of Bristol-Myers Squibb Company (BMY), valued at approximately $2.03 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 0.02% of Murray Stahl'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.
Murray Stahl's peak holding in Bristol-Myers Squibb Company (BMY) was 62,972 shares, as reported at the end of Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.