John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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 721,731 0.49 Reduce 1.49% <0.01 $55.41–62.89 · VW $58.49i $43,772,985 SEC
2025   Q4 732,677 0.43 Buy 0.43 $48.22–62.68 · VW $57.76i $39,520,597 SEC
2024   Q4 0 0.00 Sell 100.00% 0.18 $53.54–61.10 · VW $58.09i SEC
2024   Q3 342,514 0.18 Reduce 44.69% 0.13 $47.55–61.08 · VW $55.95i $17,721,674 SEC
2024   Q2 619,211 0.28 Reduce 2.35% <0.01 $39.35–51.19 · VW $46.83i $25,715,833 SEC
2024   Q1 634,113 0.34 Reduce 35.28% 0.18 $39.91–55.04 · VW $45.35i $34,387,948 SEC
2023   Q4 979,748 0.51 Add 50.05% 0.17 $47.58–53.48 · VW $50.60i $50,270,870 SEC
2023   Q3 652,959 0.41 Reduce 14.22% 0.07 $48.25–62.40 · VW $53.34i $37,897,740 SEC
2023   Q2 761,208 0.47 Reduce 3.21% 0.02 $59.71–66.46 · VW $62.61i $48,679,252 SEC
2023   Q1 786,463 0.53 Reduce 0.41% <0.01 $63.07–71.07 · VW $66.19i $54,509,751 SEC
2022   Q4 789,666 0.58 Reduce 1.23% <0.01 $68.82–81.44 · VW $73.07i $56,816,469 SEC
2022   Q3 799,534 0.62 Reduce 1.75% 0.01 $67.21–81.17 · VW $76.22i $56,839,000 SEC
2022   Q2 813,761 0.63 Add 2.24% 0.01 $65.95–80.59 · VW $71.32i $62,660,000 SEC
2022   Q1 795,902 0.52 Add 0.66% <0.01 $67.33–78.61 · VW $73.80i $58,125,000 SEC
2021   Q4 790,705 0.42 Reduce 7.35% 0.03 $53.91–69.32 · VW $63.97i $49,300,000 SEC
2021   Q3 853,389 0.46 Add 48.68% 0.15 $53.22–67.29 · VW $58.05i $50,495,000 SEC
2021   Q2 573,979 0.36 Reduce 18.08% 0.08 $63.22–69.75 · VW $66.61i $38,353,000 SEC
2021   Q1 700,634 0.44 Add 174.98% 0.28 $58.63–67.96 · VW $64.10i $44,231,000 SEC
2020   Q4 254,798 0.18 Reduce 21.35% 0.06 $59.37–67.16 · VW $62.62i $15,805,000 SEC
2020   Q3 323,956 0.28 Reduce 9.10% 0.03 $56.75–66.23 · VW $61.79i $19,531,000 SEC
2020   Q2 356,396 0.32 Add 164.97% 0.20 $54.07–64.27 · VW $60.18i $20,956,000 SEC
2020   Q1 134,506 0.13 Buy 0.13 $45.76–65.34 · VW $56.94i $7,497,000 SEC
Price snapshot:
Current price$59.34
Avg. buy price$53.94
+/- since buy10.01%
52-week low$40.99
52-week high$61.55