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Bristol-Myers Squibb Company

BMY

Bristol-Myers Squibb Company

Bristol-Myers Squibb Company historical holders

total: 20

Miller Value Partners Bristol-Myers Squibb Company transactions over time

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2024 Q1
Held for:
9 quarters
Latest activity:
2026 Q1
Bill Miller has been an institutional investor in Bristol-Myers Squibb Company (BMY) since 2024 Q1. According to 2026 Q1 report, Bill Miller holds 69,500 shares with a market value of roughly $4.22M representing 1.10% of their equity portfolio. The fund/company first acquired BMY in 2024 Q1, initially purchasing 60,000 shares. Since the initial investment, Miller Value Partners has made 3 more transactions in this position.

Does Bill Miller still hold BMY?

Yes, Bill Miller continues to hold Bristol-Myers Squibb Company (BMY). According to their 2026 Q1 report, they maintain a position of 69,500 shares valued at approximately $4.22M, representing 1.10% of their equity portfolio.

When did Bill Miller first invest in BMY?

Bill Miller first invested in Bristol-Myers Squibb Company (BMY) in 2024 Q1 at the reported quarter-end price of $54.23 per share, acquiring 60,000 shares in their initial purchase.

What is Bill Miller's average cost basis for BMY?

Based on historical transaction data, Bill Miller's estimated cost basis for Bristol-Myers Squibb Company (BMY) is approximately $54.37 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$54.37
Weighted AVG sell price:
$60.65

BMY transactions history by Miller Value Partners

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
1.10%
69,500
$60.65
$4,215,175
-35.65% (-38,500)
-0.82%
2024 Q4
2.61%
108,000
$56.56
$6,108,480
+35.00% (+28,000)
+0.68%
2024 Q3
2.34%
80,000
$51.74
$4,139,200
+33.33% (+20,000)
+0.58%
2024 Q1
2.08%
60,000
$54.23
$3,253,800
new
+2.08%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.