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 (BMY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 721,731 0.49 Reduce 1.49% <0.01 $60.65 $43,772,985 SEC
2025   Q4 732,677 0.43 Buy 0.43 $53.94 $39,520,597 SEC
2024   Q4 0 0.00 Sell 100.00% 0.18 SEC
2024   Q3 342,514 0.18 Reduce 44.69% 0.13 $51.74 $17,721,674 SEC
2024   Q2 619,211 0.28 Reduce 2.35% <0.01 $41.53 $25,715,833 SEC
2024   Q1 634,113 0.34 Reduce 35.28% 0.18 $54.23 $34,387,948 SEC
2023   Q4 979,748 0.51 Add 50.05% 0.17 $51.31 $50,270,870 SEC
2023   Q3 652,959 0.41 Reduce 14.22% 0.07 $58.04 $37,897,740 SEC
2023   Q2 761,208 0.47 Reduce 3.21% 0.02 $63.95 $48,679,252 SEC
2023   Q1 786,463 0.53 Reduce 0.41% <0.01 $69.31 $54,509,751 SEC
2022   Q4 789,666 0.58 Reduce 1.23% <0.01 $71.95 $56,816,469 SEC
2022   Q3 799,534 0.62 Reduce 1.75% 0.01 $71.09 $56,839,000 SEC
2022   Q2 813,761 0.63 Add 2.24% 0.01 $77.00 $62,660,000 SEC
2022   Q1 795,902 0.52 Add 0.66% <0.01 $73.03 $58,125,000 SEC
2021   Q4 790,705 0.42 Reduce 7.35% 0.03 $62.35 $49,300,000 SEC
2021   Q3 853,389 0.46 Add 48.68% 0.15 $59.17 $50,495,000 SEC
2021   Q2 573,979 0.36 Reduce 18.08% 0.08 $66.82 $38,353,000 SEC
2021   Q1 700,634 0.44 Add 174.98% 0.28 $63.13 $44,231,000 SEC
2020   Q4 254,798 0.18 Reduce 21.35% 0.06 $62.03 $15,805,000 SEC
2020   Q3 323,956 0.28 Reduce 9.10% 0.03 $60.29 $19,531,000 SEC
2020   Q2 356,396 0.32 Add 164.97% 0.20 $58.80 $20,956,000 SEC
2020   Q1 134,506 0.13 Buy 0.13 $55.74 $7,497,000 SEC