William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
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 24,200 0.01 Reduce 2.96% <0.01 $55.41–62.89 · VW $58.49i $1,467,730 SEC
2025   Q4 24,938 0.01 Reduce 5.51% <0.01 $48.22–62.68 · VW $57.76i $1,345,156 SEC
2025   Q3 26,392 0.01 Reduce 1.68% <0.01 $42.52–49.99 · VW $47.24i $1,190,279 SEC
2025   Q2 26,842 0.01 Add 1.06% <0.01 $42.96–50.76 · VW $46.97i $1,242,516 SEC
2025   Q1 26,560 0.02 Add 1.52% <0.01 $44.00–63.33 · VW $51.87i $1,619,894 SEC
2024   Q4 26,162 0.01 Add 0.69% <0.01 $53.54–61.10 · VW $58.09i $1,479,723 SEC
2024   Q3 25,982 0.01 Reduce 11.57% <0.01 $47.55–61.08 · VW $55.95i $1,344,309 SEC
2024   Q2 29,382 0.01 Reduce 36.81% <0.01 $39.35–51.19 · VW $46.83i $1,220,234 SEC
2024   Q1 46,497 0.02 Reduce 12.77% <0.01 $39.91–55.04 · VW $45.35i $2,521,532 SEC
2023   Q4 53,302 0.03 Add 6.39% <0.01 $47.58–53.48 · VW $50.60i $2,734,926 SEC
2023   Q3 50,102 0.03 Reduce 18.91% <0.01 $48.25–62.40 · VW $53.34i $2,907,920 SEC
2023   Q2 61,783 0.04 Reduce 20.82% 0.01 $59.71–66.46 · VW $62.61i $3,951,023 SEC
2023   Q1 78,025 0.06 Reduce 1.37% <0.01 $63.07–71.07 · VW $66.19i $5,407,913 SEC
2022   Q4 79,107 0.07 Reduce 0.72% <0.01 $68.82–81.44 · VW $73.07i $5,691,749 SEC
2022   Q3 79,677 0.07 Add 17.28% 0.01 $67.21–81.17 · VW $76.22i $5,664,000 SEC
2022   Q2 67,939 0.06 Reduce 1.21% <0.01 $65.95–80.59 · VW $71.32i $5,231,000 SEC
2022   Q1 68,771 0.05 Reduce 2.37% <0.01 $67.33–78.61 · VW $73.80i $5,022,000 SEC
2021   Q4 70,439 0.04 Reduce 8.65% <0.01 $53.91–69.32 · VW $63.97i $4,392,000 SEC
2021   Q3 77,105 0.05 Reduce 6.69% <0.01 $53.22–67.29 · VW $58.05i $4,562,000 SEC
2021   Q2 82,635 0.05 Reduce 15.12% <0.01 $63.22–69.75 · VW $66.61i $5,522,000 SEC
2021   Q1 97,352 0.06 Reduce 6.28% <0.01 $58.63–67.96 · VW $64.10i $6,146,000 SEC
2020   Q4 103,874 0.07 Reduce 3.73% <0.01 $59.37–67.16 · VW $62.62i $6,443,000 SEC
2020   Q3 107,900 0.08 Reduce 3.89% <0.01 $56.75–66.23 · VW $61.79i $6,505,000 SEC
2020   Q2 112,272 0.09 Reduce 24.45% 0.03 $54.07–64.27 · VW $60.18i $6,602,000 SEC
2020   Q1 148,613 0.12 Reduce 33.19% 0.05 $45.76–65.34 · VW $56.94i $8,284,000 SEC
2019   Q4 222,457 0.16 Reduce 2.93% <0.01 $56.37–68.34 · VW $61.26i $14,280,000 SEC
2019   Q3 229,182 0.14 Reduce 3.52% <0.01 $47.26–59.18 · VW $54.46i $11,622,000 SEC
2019   Q2 237,532 0.13 Reduce 4.74% <0.01 $42.48–49.55 · VW $46.70i $10,772,000 SEC
2019   Q1 249,356 0.14 Reduce 2.35% <0.01 $44.54–54.38 · VW $48.10i $11,897,000 SEC
2018   Q4 255,356 0.18 Reduce 0.46% <0.01 $44.30–54.25 · VW $50.07i $13,273,000 SEC
2018   Q3 256,531 0.19 Reduce 8.03% 0.02 $46.94–63.69 · VW $54.70i $15,925,000 SEC
2018   Q2 278,944 0.19 Reduce 4.44% 0.01 $49.97–61.59 · VW $57.37i $15,437,000 SEC
2018   Q1 291,902 0.23 Reduce 12.23% 0.03 $49.96–68.22 · VW $56.93i $18,463,000 SEC
2017   Q4 332,592 0.24 Reduce 2.13% <0.01 $58.44–70.05 · VW $64.90i $20,381,000 SEC
2017   Q3 339,845 0.26 Reduce 0.93% <0.01 $59.39–66.10 · VW $62.89i $21,662,000 SEC
2017   Q2 343,043 0.23 Reduce 0.36% <0.01 $51.56–60.75 · VW $57.60i $19,114,000 SEC
2017   Q1 344,280 0.23 Add 1.01% <0.01 $52.51–58.54 · VW $55.00i $18,722,000 SEC
2016   Q4 340,822 0.26 Add 3.02% <0.01 $46.01–60.45 · VW $54.39i $19,918,000 SEC
2016   Q3 330,822 0.24 Add 15.77% 0.03 $49.03–57.62 · VW $54.36i $17,838,000 SEC
2016   Q2 285,748 0.28 Reduce 0.06% <0.01 $56.92–77.12 · VW $63.81i $21,017,000 SEC
2016   Q1 285,918 0.26 Reduce 0.40% <0.01 $60.98–73.06 · VW $68.58i $18,264,000 SEC
2015   Q4 287,063 0.30 Add 0.87% <0.01 $57.94–70.87 · VW $63.58i $19,747,000 SEC
2015   Q3 284,574 0.26 Add 0.56% <0.01 $56.32–69.00 · VW $64.11i $16,847,000 SEC
2015   Q2 282,983 0.27 Reduce 3.67% <0.01 $51.82–70.54 · VW $60.61i $18,830,000 SEC
2015   Q1 293,770 0.26 Reduce 0.43% <0.01 $61.04–69.86 · VW $65.17i $18,948,000 SEC
2014   Q4 295,035 0.24 Add 0.20% <0.01 $57.60–64.44 · VW $60.99i $17,416,000 SEC
2014   Q3 294,435 0.22 Add 0.31% <0.01 $47.55–59.72 · VW $55.44i $15,069,000 SEC
2014   Q2 293,539 0.20 Reduce 1.11% <0.01 $46.30–51.34 · VW $49.43i $14,240,000 SEC
2014   Q1 296,839 0.24 Reduce 1.30% <0.01 $47.42–57.49 · VW $51.55i $15,421,000 SEC
2013   Q4 300,756 0.26 Reduce 1.38% <0.01 $47.52–56.83 · VW $52.71i $15,985,000 SEC
2013   Q3 304,956 0.26 Reduce 6.81% 0.02 $41.32–53.68 · VW $48.79i $14,113,000 SEC
2013   Q2 327,256 0.29 Reduce 0.32% <0.01 $41.11–49.57 · VW $44.12i $14,625,000 SEC
2013   Q1 328,301 0.14 Add 8.23% 0.01 $36.43–48.83 · VW $43.76i $13,523,000 SEC
2012   Q4 303,349 0.25 Reduce 0.24% <0.01 $31.85–37.22 · VW $35.35i $9,886,000 SEC
2012   Q3 304,065 0.25 Add 0.71% <0.01 $30.64–35.59 · VW $32.95i $10,262,000 SEC
2012   Q2 301,914 0.28 Add 0.46% <0.01 $31.37–36.34 · VW $33.57i $10,854,000 SEC
2012   Q1 300,530 0.26 Add 0.56% <0.01 $32.05–35.00 · VW $33.46i $10,143,000 SEC
2011   Q4 298,850 0.30 Reduce 1.14% <0.01 $31.31–35.44 · VW $32.97i $10,531,000 SEC
2011   Q3 302,281 0.31 Add 0.26% <0.01 $28.37–33.27 · VW $31.45i $9,486,000 SEC
2011   Q2 301,485 0.12 Reduce 0.54% <0.01 $25.69–29.92 · VW $28.45i $8,731,000 SEC
2011   Q1 303,125 0.22 Reduce 0.38% <0.01 $24.97–28.99 · VW $27.57i $8,012,000 SEC
2010   Q4 304,279 0.23 Add 0.04% <0.01 $25.10–26.88 · VW $25.93i $8,057,000 SEC
2010   Q3 304,169 0.13 Reduce 1.22% <0.01 $25.10–28.00 · VW $26.11i $8,246,032,000 SEC
2010   Q2 307,939 0.26 Reduce 3.39% <0.01 $22.31–26.79 · VW $25.06i $7,679,987,000 SEC
2010   Q1 318,728 0.13 Reduce 4.12% <0.01 $22.24–27.07 · VW $24.17i $8,510,036,000 SEC
2009   Q4 332,417 0.13 Reduce 0.05% <0.01 $23.49–26.62 · VW $24.87i $8,393,533,000 SEC
2009   Q3 332,596 0.12 Reduce 0.06% <0.01 $21.54–25.75 · VW $24.20i $7,490,054,000 SEC
2009   Q2 332,780 0.13 Reduce 0.59% <0.01 $19.12–23.28 · VW $21.51i $6,758,769,000 SEC
2009   Q1 334,768 0.17 Reduce 1.58% <0.01 $17.23–22.32 · VW $19.82i $7,338,110,000 SEC
2008   Q4 340,157 0.15 Reduce 0.53% <0.01 $18.38–23.98 · VW $20.26i $7,908,653,000 SEC
2008   Q3 341,984 0.10 Add 2.09% <0.01 $16.00–22.63 · VW $19.78i $7,130,364,000 SEC
2008   Q2 334,973 0.10 Reduce 0.60% <0.01 $19.43–22.93 · VW $21.23i $6,876,994,000 SEC
2008   Q1 336,991 0.10 Add 0.45% <0.01 $20.05–23.60 · VW $22.15i $7,177,908,000 SEC
2007   Q4 335,491 0.18 Reduce 3.03% <0.01 $21.75–29.64 · VW $24.67i $8,897,221 SEC
2007   Q3 345,991 0.12 Reduce 1.13% <0.01 $27.34–30.35 · VW $29.11i $9,971,461,000 SEC
2007   Q2 349,941 0.13 Reduce 2.81% <0.01 $26.38–32.35 · VW $29.29i $11,044,138 SEC
2007   Q1 360,041 0.13 Add 0.84% <0.01 $26.00–30.50 · VW $28.94i $9,994,738 SEC
2006   Q4 357,041 0.12 Reduce 5.35% 0.01 $24.60–29.39 · VW $26.79i $9,397,319 SEC
2006   Q3 377,226 0.26 Reduce 9.62% 0.03 $22.25–25.24 · VW $24.11i $9,400,472 SEC
2006   Q2 417,397 0.28 Add 19.42% 0.05 $20.08–26.14 · VW $22.66i $10,793,899 SEC
2006   Q1 349,520 0.12 Add 9.26% 0.01 $22.53–25.95 · VW $24.34i $8,601,685 SEC
2005   Q4 319,912 0.11 Reduce 2.97% <0.01 $21.13–23.77 · VW $22.67i $7,351,570 SEC
2005   Q3 329,718 0.25 Add 2.55% <0.01 $20.70–25.49 · VW $22.59i $7,933,010 SEC
2005   Q2 321,510 0.13 Add 0.13% <0.01 $23.80–25.80 · VW $24.69i $8,031,331 SEC
2005   Q1 321,098 0.14 Add 2.30% <0.01 $23.96–26.60 · VW $25.31i $8,175,167 SEC
2004   Q4 313,882 0.14 Add 1.99% <0.01 $23.25–25.88 · VW $24.72i $8,041,654 SEC
2004   Q3 307,762 0.31 Add 5.83% 0.02 $22.75–24.72 · VW $23.66i $7,284,734 SEC
2004   Q2 290,805 0.31 Add 2.09% <0.01 $22.22–26.10 · VW $24.02i $7,124,722 SEC
2004   Q1 284,855 0.17 Add 6.24% <0.01 $23.72–28.37 · VW $25.79i $6,902,037 SEC
2003   Q4 268,129 0.21 Add 2.02% <0.01 $25.75–31.30 · VW $28.29i $7,668,489 SEC
2003   Q3 262,829 0.21 Add 7.36% 0.01 $24.12–27.45 · VW $25.97i $6,744,192 SEC
2003   Q2 244,804 0.46 Add 9.64% 0.04 $24.40–29.21 · VW $26.33i $6,646,429 SEC
2003   Q1 223,270 0.20 Add 0.09% <0.01 $21.00–26.68 · VW $24.43i $4,717,695 SEC
2002   Q4 223,070 0.22 Add 1.17% <0.01 $21.55–28.25 · VW $24.37i $5,164,071 SEC
2002   Q3 220,500 0.25 Add 10.47% 0.02 $20.74–27.37 · VW $24.87i $5,247,900 SEC
2002   Q2 199,600 0.23 Add 31.75% 0.05 $19.49–30.50 · VW $24.98i $5,129,720 SEC
2002   Q1 151,500 0.53 Add 23.62% 0.10 $28.00–51.20 · VW $36.77i $6,134,235 SEC
2001   Q4 122,550 0.31 Add 12.35% 0.03 $42.00–56.00 · VW $48.33i $6,250,050 SEC
2001   Q3 109,075 0.35 Reduce 2.47% 0.02 $50.25–60.00 · VW $54.67i $6,060,207 SEC
2001   Q2 111,843 0.63 Add 19.74% 0.10 $49.11–59.90 · VW $55.05i $5,567,335 SEC
2001   Q1 93,404 0.32 Add 1.97% <0.01 $48.35–61.39 · VW $53.79i $5,280,660 SEC
2000   Q4 91,597 0.37 Reduce 0.11% <0.01 $57.20–71.26 · VW $62.94i $6,445,871 SEC
2000   Q3 91,702 0.32 Reduce 5.62% 0.02 $47.53–69.72 · VW $61.07i $4,985,870 SEC
2000   Q2 97,166 0.34 Add 12.40% 0.04 $45.45–56.57 · VW $50.83i $5,386,960 SEC
2000   Q1 86,449 0.63 Add 2.62% 0.02 $40.39–64.36 · VW $52.39i $4,772,240 SEC
1999   Q4 84,242 0.33 $61.09 $5,146,554 SEC
1999   Q3 84,242 0.34 Buy 0.34 $62.34–75.43 · VW $69.08i $5,412,150 SEC
Price snapshot:
Current price$59.34
Avg. buy price$342.27
+/- since buy-82.66%
52-week low$40.99
52-week high$61.55