John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Bristol-Myers Squibb Co. (BMY)
← All BMY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,622,820 0.15 Reduce 34.69% 0.07 $55.41–62.89 · VW $58.49i $280,374,013 SEC
2025   Q4 7,078,250 0.21 Reduce 4.65% <0.01 $48.22–62.68 · VW $57.76i $381,800,787 SEC
2025   Q3 7,423,820 0.18 Reduce 12.01% 0.03 $42.52–49.99 · VW $47.24i $334,814,267 SEC
2025   Q2 8,436,759 0.22 Reduce 35.25% 0.16 $42.96–50.76 · VW $46.97i $390,537,595 SEC
2025   Q1 13,030,562 0.45 Reduce 15.40% 0.08 $44.00–63.33 · VW $51.87i $794,734,003 SEC
2024   Q4 15,402,468 0.51 Reduce 1.44% <0.01 $53.54–61.10 · VW $58.09i $871,163,590 SEC
2024   Q3 15,627,743 0.46 Reduce 0.88% <0.01 $47.55–61.08 · VW $55.95i $808,579,423 SEC
2024   Q2 15,766,898 0.39 Reduce 3.07% 0.02 $39.35–51.19 · VW $46.83i $654,799,274 SEC
2024   Q1 16,267,041 0.51 Add 0.41% <0.01 $39.91–55.04 · VW $45.35i $882,161,633 SEC
2023   Q4 16,200,284 0.53 Reduce 0.20% <0.01 $47.58–53.48 · VW $50.60i $831,236,572 SEC
2023   Q3 16,233,108 0.64 Reduce 1.04% <0.01 $48.25–62.40 · VW $53.34i $942,169,588 SEC
2023   Q2 16,404,346 0.70 Reduce 0.39% <0.01 $59.71–66.46 · VW $62.61i $1,049,057,927 SEC
2023   Q1 16,469,182 0.78 Reduce 0.45% <0.01 $63.07–71.07 · VW $66.19i $1,141,479,004 SEC
2022   Q4 16,544,344 0.82 Reduce 1.38% 0.01 $68.82–81.44 · VW $73.07i $1,190,365,551 SEC
2022   Q3 16,775,562 0.91 Reduce 8.60% 0.08 $67.21–81.17 · VW $76.22i $1,192,575,000 SEC
2022   Q2 18,353,339 0.98 Reduce 32.03% 0.38 $65.95–80.59 · VW $71.32i $1,413,207,000 SEC
2022   Q1 27,003,359 1.20 Reduce 1.29% 0.01 $67.33–78.61 · VW $73.80i $1,972,055,000 SEC
2021   Q4 27,355,432 1.06 Reduce 4.07% 0.04 $53.91–69.32 · VW $63.97i $1,705,611,000 SEC
2021   Q3 28,517,357 1.10 Add 0.15% <0.01 $53.22–67.29 · VW $58.05i $1,687,372,000 SEC
2021   Q2 28,473,658 1.25 Add 3.82% 0.05 $63.22–69.75 · VW $66.61i $1,902,610,000 SEC
2021   Q1 27,425,333 1.24 Add 2.91% 0.04 $58.63–67.96 · VW $64.10i $1,731,361,000 SEC
2020   Q4 26,648,695 1.31 Reduce 2.03% 0.03 $59.37–67.16 · VW $62.62i $1,653,019,000 SEC
2020   Q3 27,199,986 1.50 Reduce 4.75% 0.07 $56.75–66.23 · VW $61.79i $1,639,887,000 SEC
2020   Q2 28,555,389 1.55 Reduce 21.29% 0.47 $54.07–64.27 · VW $60.18i $1,679,057,000 SEC
2020   Q1 36,277,074 2.19 Reduce 27.83% 0.69 $45.76–65.34 · VW $56.94i $2,022,084,000 SEC
2019   Q4 50,268,777 2.48 Reduce 0.36% <0.01 $56.37–68.34 · VW $61.26i $3,226,753,000 SEC
2019   Q3 50,452,677 2.11 Add 1.63% 0.03 $47.26–59.18 · VW $54.46i $2,558,455,000 SEC
2019   Q2 49,644,524 1.83 Add 15.06% 0.24 $42.48–49.55 · VW $46.70i $2,251,379,000 SEC
2019   Q1 43,147,416 1.70 Add 1.31% 0.02 $44.54–54.38 · VW $48.10i $2,058,563,000 SEC
2018   Q4 42,587,957 2.04 Add 29.18% 0.46 $44.30–54.25 · VW $50.07i $2,213,722,000 SEC
2018   Q3 32,969,186 1.57 Add 0.81% 0.01 $46.94–63.69 · VW $54.70i $2,046,727,000 SEC
2018   Q2 32,705,086 1.47 Add 17.57% 0.22 $49.97–61.59 · VW $57.37i $1,809,899,000 SEC
2018   Q1 27,817,611 1.46 Reduce 4.43% 0.06 $49.96–68.22 · VW $56.93i $1,759,464,000 SEC
2017   Q4 29,106,111 1.41 Add 0.18% <0.01 $58.44–70.05 · VW $64.90i $1,783,622,000 SEC
2017   Q3 29,054,961 1.53 Reduce 1.77% 0.03 $59.39–66.10 · VW $62.89i $1,851,963,000 SEC
2017   Q2 29,579,461 1.43 Add 1.58% 0.02 $51.56–60.75 · VW $57.60i $1,648,168,000 SEC
2017   Q1 29,120,190 1.38 Add 29.23% 0.31 $52.51–58.54 · VW $55.00i $1,583,556,000 SEC
2016   Q4 22,532,761 1.19 Add 31213.77% 1.19 $46.01–60.45 · VW $54.39i $1,316,815,000 SEC
2016   Q3 71,958 <0.01 Reduce 0.28% $49.03–57.62 · VW $54.36i $3,880,000 SEC
2016   Q2 72,158 0.01 Reduce 1.77% <0.01 $56.92–77.12 · VW $63.81i $5,307,000 SEC
2016   Q1 73,458 <0.01 Reduce 5.16% <0.01 $60.98–73.06 · VW $68.58i $4,692,000 SEC
2015   Q4 77,458 0.01 Reduce 3.09% <0.01 $57.94–70.87 · VW $63.58i $5,328,000 SEC
2015   Q3 79,928 <0.01 Reduce 1.24% <0.01 $56.32–69.00 · VW $64.11i $4,732,000 SEC
2015   Q2 80,928 0.01 Reduce 7.86% <0.01 $51.82–70.54 · VW $60.61i $5,385,000 SEC
2015   Q1 87,828 0.01 Reduce 3.52% <0.01 $61.04–69.86 · VW $65.17i $5,665,000 SEC
2014   Q4 91,028 0.01 Add 0.66% <0.01 $57.60–64.44 · VW $60.99i $5,373,000 SEC
2014   Q3 90,428 <0.01 Add 14.58% <0.01 $47.55–59.72 · VW $55.44i $4,628,000 SEC
2014   Q2 78,921 <0.01 Reduce 0.25% $46.30–51.34 · VW $49.43i $3,828,000 SEC
2014   Q1 79,121 <0.01 Reduce 1.00% $47.42–57.49 · VW $51.55i $4,110,000 SEC
2013   Q4 79,921 <0.01 Reduce 0.25% $47.52–56.83 · VW $52.71i $4,248,000 SEC
2013   Q3 80,121 <0.01 $46.28 $3,708,000 SEC
2013   Q2 80,121 <0.01 Buy <0.01 $41.11–49.57 · VW $44.12i $3,581,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $36.43–48.83 · VW $43.76i SEC
2012   Q4 80,121 <0.01 Reduce 4.64% <0.01 $31.85–37.22 · VW $35.35i $2,611,000 SEC
2012   Q3 84,021 <0.01 $33.75 $2,836,000 SEC
2012   Q2 84,021 0.01 Reduce 1.69% <0.01 $31.37–36.34 · VW $33.57i $3,021,000 SEC
2012   Q1 85,469 0.01 Reduce 0.35% $32.05–35.00 · VW $33.46i $2,885,000 SEC
2011   Q4 85,769 0.01 $35.25 $3,023,000 SEC
2011   Q3 85,769 <0.01 Add 0.12% $28.37–33.27 · VW $31.45i $2,691,000 SEC
2011   Q2 85,669 <0.01 Reduce 2.45% <0.01 $25.69–29.92 · VW $28.45i $2,481,000 SEC
2011   Q1 87,819 <0.01 Reduce 39.06% <0.01 $24.97–28.99 · VW $27.57i $2,321,000 SEC
2010   Q4 144,119 <0.01 Reduce 6.49% <0.01 $25.10–26.88 · VW $25.93i $3,816,000 SEC
2010   Q3 154,119 <0.01 Reduce 11.31% <0.01 $25.10–28.00 · VW $26.11i $4,178,000 SEC
2010   Q2 173,782 <0.01 Reduce 14.19% <0.01 $22.31–26.79 · VW $25.06i $4,334,000 SEC
2010   Q1 202,512 <0.01 Reduce 58.07% <0.01 $22.24–27.07 · VW $24.17i $5,407,000 SEC
2009   Q4 483,032 0.02 Reduce 13.70% <0.01 $23.49–26.62 · VW $24.87i $12,197,000 SEC
2009   Q3 559,682 0.02 Reduce 3.38% <0.01 $21.54–25.75 · VW $24.20i $12,604,000 SEC
2009   Q2 579,282 0.02 Reduce 26.28% <0.01 $19.12–23.28 · VW $21.51i $11,765,000 SEC
2009   Q1 785,750 0.03 Reduce 13.54% <0.01 $17.23–22.32 · VW $19.82i $17,224,000 SEC
2008   Q4 908,799 0.03 Reduce 6.84% <0.01 $18.38–23.98 · VW $20.26i $21,130,000 SEC
2008   Q3 975,499 0.02 Reduce 14.61% <0.01 $16.00–22.63 · VW $19.78i $20,339,000 SEC
2008   Q2 1,142,429 0.02 Reduce 15.72% <0.01 $19.43–22.93 · VW $21.23i $23,454,000 SEC
2008   Q1 1,355,450 0.03 Reduce 95.28% 0.62 $20.05–23.60 · VW $22.15i $28,871,000 SEC
2007   Q4 28,716,136 0.65 Reduce 20.47% 0.17 $21.75–29.64 · VW $24.67i $761,552,000 SEC
2007   Q3 36,108,417 0.81 Reduce 0.72% <0.01 $27.34–30.35 · VW $29.11i $1,040,645,000 SEC
2007   Q2 36,369,117 0.88 Reduce 4.34% 0.04 $26.38–32.35 · VW $29.29i $1,147,809,000 SEC
2007   Q1 38,017,950 0.88 Add 0.11% <0.01 $26.00–30.50 · VW $28.94i $1,055,378,000 SEC
2006   Q4 37,974,950 0.87 Reduce 0.12% <0.01 $24.60–29.39 · VW $26.79i $999,501,000 SEC
2006   Q3 38,019,514 0.90 Add 63.31% 0.35 $22.25–25.24 · VW $24.11i $947,446,000 SEC
2006   Q2 23,280,314 0.61 Add 0.30% <0.01 $20.08–26.14 · VW $22.66i $602,029,000 SEC
2006   Q1 23,210,651 0.60 Add 2.72% 0.02 $22.53–25.95 · VW $24.34i $571,214,000 SEC
2005   Q4 22,596,051 0.58 Add 35.39% 0.15 $21.13–23.77 · VW $22.67i $519,257,000 SEC
2005   Q3 16,690,101 0.47 Add 0.21% <0.01 $20.70–25.49 · VW $22.59i $401,564,000 SEC
2005   Q2 16,655,901 0.51 Reduce 0.51% <0.01 $23.80–25.80 · VW $24.69i $416,064,000 SEC
2005   Q1 16,740,951 0.53 Add 0.22% <0.01 $23.96–26.60 · VW $25.31i $426,225,000 SEC
2004   Q4 16,704,241 0.55 Add 0.50% <0.01 $23.25–25.88 · VW $24.72i $427,963,000 SEC
2004   Q3 16,621,641 0.57 Add 1.89% 0.01 $22.75–24.72 · VW $23.66i $393,434,000 SEC
2004   Q2 16,313,441 0.60 Reduce 0.12% <0.01 $22.22–26.10 · VW $24.02i $399,679,000 SEC
2004   Q1 16,332,391 1.42 Reduce 14.21% 0.26 $23.72–28.37 · VW $25.79i $395,734,000 SEC
2003   Q4 19,037,786 1.81 Add 31.49% 0.43 $25.75–31.30 · VW $28.29i $544,481,000 SEC
2003   Q3 14,478,486 1.18 Add 7.36% 0.08 $24.12–27.45 · VW $25.97i $371,518,000 SEC
2003   Q2 13,486,386 1.12 Add 2.16% 0.02 $24.40–29.21 · VW $26.33i $366,155,000 SEC
2003   Q1 13,201,686 0.87 Add 11.59% 0.09 $21.00–26.68 · VW $24.43i $278,952,000 SEC
2002   Q4 11,830,286 0.84 Add 16.29% 0.12 $21.55–28.25 · VW $24.37i $273,871,000 SEC
2002   Q3 10,173,136 0.85 Add 10836.97% 0.84 $20.74–27.37 · VW $24.87i $242,121,000 SEC
2002   Q2 93,016 <0.01 Reduce 29.43% <0.01 $19.49–30.50 · VW $24.98i $2,391,000 SEC
2002   Q1 131,816 0.02 Add 39.17% <0.01 $28.00–51.20 · VW $36.77i $5,337,000 SEC
2001   Q4 94,716 0.02 Add 0.37% <0.01 $42.00–56.00 · VW $48.33i $4,831,000 SEC
2001   Q3 94,366 0.02 Reduce 6.85% <0.01 $50.25–60.00 · VW $54.67i $5,243,000 SEC
2001   Q2 101,301 0.02 Add 30.97% <0.01 $49.11–59.90 · VW $55.05i $5,043,000 SEC
2001   Q1 77,346 0.02 Reduce 9.47% <0.01 $48.35–61.39 · VW $53.79i $4,373,000 SEC
2000   Q4 85,436 0.03 Reduce 7.11% <0.01 $57.20–71.26 · VW $62.94i $6,012,000 SEC
2000   Q3 91,975 0.03 Reduce 14.04% <0.01 $47.53–69.72 · VW $61.07i $5,001,000 SEC
2000   Q2 107,000 0.03 Add 22.05% <0.01 $45.45–56.57 · VW $50.83i $5,932,000 SEC
2000   Q1 87,668 0.03 Reduce 0.71% <0.01 $40.39–64.36 · VW $52.39i $4,839,000 SEC
1999   Q4 88,298 0.03 Reduce 0.46% <0.01 $52.70–70.97 · VW $59.39i $5,394,000 SEC
1999   Q3 88,708 0.03 Reduce 3.21% <0.01 $62.34–75.43 · VW $69.08i $5,699,000 SEC
1999   Q2 91,650 0.03 Reduce 5.22% <0.01 $60.85–72.34 · VW $66.72i $6,144,000 SEC
1999   Q1 96,693 0.04 $61.03 $5,901,000 SEC
Price snapshot:
Current price$59.34
Avg. buy price$55.16
+/- since buy7.58%
52-week low$40.99
52-week high$61.55