Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2025   Q4 0 0.00 Sell 100.00% 0.01 SEC
2025   Q3 26,475 0.01 Add 0.38% $45.10 $1,194,023 SEC
2025   Q2 26,375 0.01 $46.29 $1,220,899 SEC
2025   Q1 26,375 0.02 $60.99 $1,608,611 SEC
2024   Q4 26,375 0.01 $56.56 $1,491,770 SEC
2024   Q3 26,375 0.01 $51.74 $1,364,643 SEC
2024   Q2 26,375 0.01 $41.53 $1,095,354 SEC
2024   Q1 26,375 0.01 $54.23 $1,430,316 SEC
2023   Q4 26,375 0.01 $51.31 $1,353,301 SEC
2023   Q3 26,375 0.01 $58.04 $1,530,805 SEC
2023   Q2 26,375 0.01 $63.95 $1,686,681 SEC
2023   Q1 26,375 0.01 $68.20 $1,798,775 SEC
2022   Q4 26,375 0.01 $71.95 $1,897,681 SEC
2022   Q3 26,375 0.02 $71.09 $1,875,000 SEC
2022   Q2 26,375 0.02 $77.00 $2,031,000 SEC
2022   Q1 26,375 0.01 $73.02 $1,926,000 SEC
2021   Q4 26,375 0.01 $62.33 $1,644,000 SEC
2021   Q3 26,375 0.01 $59.18 $1,561,000 SEC
2021   Q2 26,375 0.01 Reduce 2.94% <0.01 $66.81 $1,762,000 SEC
2021   Q1 27,175 0.01 $63.15 $1,716,000 SEC
2020   Q4 27,175 0.01 $62.04 $1,686,000 SEC
2020   Q3 27,175 0.01 $60.28 $1,638,000 SEC
2020   Q2 27,175 0.02 $58.80 $1,598,000 SEC
2020   Q1 27,175 0.02 $55.75 $1,515,000 SEC
2019   Q4 27,175 0.02 Add 4.52% <0.01 $64.18 $1,744,000 SEC
2019   Q3 26,000 0.01 $50.69 $1,318,000 SEC
2019   Q2 26,000 0.01 $45.35 $1,179,000 SEC
2019   Q1 26,000 0.01 $47.69 $1,240,000 SEC
2018   Q4 26,000 0.02 $51.96 $1,351,000 SEC
2018   Q3 26,000 0.02 $62.08 $1,614,000 SEC
2018   Q2 26,000 0.02 $55.35 $1,439,000 SEC
2018   Q1 26,000 0.02 Reduce 21.21% <0.01 $63.27 $1,645,000 SEC
2017   Q4 33,000 0.03 $61.27 $2,022,000 SEC
2017   Q3 33,000 0.03 $63.73 $2,103,000 SEC
2017   Q2 33,000 0.03 $55.73 $1,839,000 SEC
2017   Q1 33,000 0.03 $54.39 $1,795,000 SEC
2016   Q4 33,000 0.03 Reduce 0.90% <0.01 $58.45 $1,929,000 SEC
2016   Q3 33,300 0.03 Add 0.91% <0.01 $53.93 $1,796,000 SEC
2016   Q2 33,000 0.04 $73.55 $2,427,000 SEC
2016   Q1 33,000 0.03 $63.88 $2,108,000 SEC
2015   Q4 33,000 0.04 $68.79 $2,270,000 SEC
2015   Q3 33,000 0.03 $59.21 $1,954,000 SEC
2015   Q2 33,000 0.04 $66.55 $2,196,000 SEC
2015   Q1 33,000 0.03 Buy 0.03 $64.52 $2,129,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.01 SEC
2012   Q4 10,830 0.01 Add 5.87% <0.01 $32.50 $352,000 SEC
2012   Q3 10,230 0.01 Reduce 10.18% <0.01 $33.72 $345,000 SEC
2012   Q2 11,390 0.01 Buy 0.01 $35.91 $409,000 SEC
2012   Q1 0 0.00 Sell 100.00% 0.01 SEC
2011   Q4 11,230 0.01 Reduce 38.23% <0.01 $35.17 $395,000 SEC
2011   Q3 18,180 0.01 Add 15.06% <0.01 $31.35 $570,000 SEC
2011   Q2 15,800 0.01 Add 11.82% <0.01 $28.92 $457,000 SEC
2011   Q1 14,130 0.01 Buy 0.01 $26.40 $373,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 SEC
2010   Q3 9,710 <0.01 Reduce 70.58% <0.01 $27.09 $263,000 SEC
2010   Q2 33,000 0.01 Reduce 11.55% <0.01 $24.94 $823,000 SEC
2010   Q1 37,310 0.01 Add 10.22% <0.01 $26.70 $996,000 SEC
2009   Q4 33,850 0.03 Add 0.15% $25.26 $855,000 SEC
2009   Q3 33,800 0.01 Add 2.42% <0.01 $22.51 $761,000 SEC
2009   Q2 33,000 0.01 $20.30 $670,000 SEC
2009   Q1 33,000 0.02 Reduce 0.26% <0.01 $21.91 $723,000 SEC
2008   Q4 33,085 0.02 Reduce 1.24% <0.01 $23.24 $769,000 SEC
2008   Q3 33,500 0.01 $20.84 $698,000 SEC
2008   Q2 33,500 0.01 $20.54 $688,000 SEC
2008   Q1 33,500 0.01 $21.31 $714,000 SEC
2007   Q4 33,500 0.01 Reduce 1.06% <0.01 $26.51 $888,000 SEC
2007   Q3 33,860 0.02 $28.82 $976,000 SEC
2007   Q2 33,860 0.02 Reduce 12.87% <0.01 $31.57 $1,069,000 SEC
2007   Q1 38,860 0.02 Reduce 4.14% <0.01 $27.77 $1,079,000 SEC
2006   Q4 40,540 0.04 $26.32 $1,067,000 SEC
2006   Q3 40,540 0.04 Reduce 0.88% <0.01 $24.91 $1,010,000 SEC
2006   Q2 40,900 0.05 $25.87 $1,058,000 SEC
2006   Q1 40,900 0.04 $24.62 $1,007,000 SEC
2005   Q4 40,900 0.03 $22.98 $940,000 SEC
2005   Q3 40,900 0.03 $24.06 $984,000 SEC
2005   Q2 40,900 0.03 Reduce 1.24% <0.01 $24.99 $1,022,000 SEC
2005   Q1 41,412 0.04 $25.45 $1,054,000 SEC
2004   Q4 41,412 0.04 Reduce 4.61% <0.01 $25.62 $1,061,000 SEC
2004   Q3 43,412 0.04 $23.68 $1,028,000 SEC
2004   Q2 43,412 0.04 Reduce 0.91% <0.01 $24.51 $1,064,000 SEC
2004   Q1 43,812 0.05 $24.24 $1,062,000 SEC
2003   Q4 43,812 0.06 Add 960.31% 0.05 $28.60 $1,253,000 SEC
2003   Q3 4,132 0.01 Reduce 56.45% 0.01 $25.65 $106,000 SEC
2003   Q2 9,487 0.02 $27.20 $258,000 SEC
2003   Q1 9,487 0.02 Add 26.71% <0.01 $21,129.97 $200,460,000 SEC
2002   Q4 7,487 0.02 Reduce 34.83% 0.02 $23.11 $173,000 SEC
2002   Q3 11,488 0.05 Reduce 31.56% 0.03 $23,799.97 $273,414,000 SEC
2002   Q2 16,785 0.08 Reduce 58.94% 0.26 $25,700.03 $431,375,000 SEC
2002   Q1 40,882 0.44 Add 171.06% 0.28 $40,490.00 $1,655,312,000 SEC
2001   Q4 15,082 0.36 Add 4.50% 0.02 $51,000.00 $769,182,000 SEC
2001   Q3 14,432 0.55 Add 16.09% 0.08 $55,560.01 $801,842,000 SEC
2001   Q2 12,432 0.43 Add 15.84% 0.06 $52,300.03 $650,194,000 SEC
2001   Q1 10,732 0.49 Add 6.98% 0.03 $59,400.02 $637,481,000 SEC
2000   Q4 10,032 0.51 Add 3.08% 0.02 $73,939.99 $741,766,000 SEC
2000   Q3 9,732 0.40 Buy 0.40 $57,120.02 $555,892,000 SEC