PQUS0.780%
as of Jul 21
BMY
GrowthBRISTOL-MYERS SQUIBB COMPANY
Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for oncology, hematology, immunology, cardiovascular, neuroscience, and other areas. The company's products include Opdivo for various anti-cancer indications; Opdivo Qvantig, a subcutaneous PD-1 inhibitor for solid tumorsr; Orencia for active rheumatoid arthritis and psoriatic arthritis; Yervoy for the treatment of patients with unresectable or metastatic melanoma; Reblozyl to treat anemia; Breyanzi for the treatment of patients with relapsed or refractory large B-cell lymphoma; Opdualag for the treatment of unresectable or metastatic melanoma; and Camzyos to treat symptomatic obstructive HCM to improve functional capacity and symptom.
Close · 3M
-0.78%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals16
Win rate81% (13/16)
Avg buy return+3.72%
PQUS · Weight increase · 2d
The fund’s AI ranking system, applied across its approximately 165 US large-cap holdings, drove the observed consecutive weight increases for Bristol-Myers Squibb. This adjustment, moving from 0.75% to 0.77% then 0.78% over several days, reflects an updated internal ranking for BMY within the ETF’s periodic rebalance cycle, rather than continuous daily trading. Such a shift suggests the AI identified a heightened positive signal, potentially influenced by BMY's 41.64% ROE, indicating underlying financial strength. Despite BMY trading near 97% of its 52-week high, the system has prioritized increasing exposure to this healthcare company while adhering to its sector-balance and concentration rules.
weight 0.750% → 0.780% (+0.030 pp)·stock up 8.6% in the 30 days before
Jul 19·entry $60.16·now $60.16Fresh
0.00%
since Jul 19
PQUS · Accumulation · 5d
The PQUS AI ranking system, tasked with managing approximately 165 US large-cap holdings with sector-balance and concentration rules, has gradually accumulated shares in Bristol-Myers Squibb within the Health Care sector. This measured approach, consistent with the fund's periodic rebalancing, suggests the AI identified compelling reasons to increase its allocation. Supporting this move, BMY exhibits a 41.64% Return on Equity, a metric likely valued by the AI's systematic selection process. Despite a recent 90-day return of -5.0%, the fund has incrementally built its position at price levels around $57.62, indicating a systematic view of the company's long-term value within its portfolio structure.
weight 0.710% → 0.810% (+0.100 pp)·stock up 2.7% in the 30 days before
Jul 1·entry $56.44·now $60.16Drifting
+6.59%
since Jul 1
PQUS · Accumulation · 5d
BMY's 41.64% return on equity, paired with a P/E of 18.85 and P/B of 5.94, likely signaled a company with attractive profitability and valuation to the Pictet AI ranking system for US large-cap stocks. The AI-managed PQUS, designed with sector-balance and concentration rules, then initiated a gradual accumulation of BMY from 0.70% to 0.80% between June 23 and June 30, 2026. This measured increase coincided with BMY’s stock price reaching $58.56, near 94% of its 52-week high, following a +2.7% return over the previous 30 days. Operating as a newer fund with periodic rebalances, PQUS likely integrated BMY into its ~165-stock portfolio based on a strategic re-ranking that justified a higher allocation within the Health Care sector.
weight 0.700% → 0.800% (+0.100 pp)·stock up 0.8% in the 30 days before
Jun 30·entry $57.62·now $60.16Drifting
+4.41%
since Jun 30
PQUS · Accumulation · 5d
Bristol-Myers Squibb currently trades at $57.52, 92% of its 52-week high, after registering a +1.3% 30-day return following a -3.7% dip over 90 days. This price setup, specifically the recovery toward recent highs, aligns with Pictet's PQUS strategy for its US large-cap portfolio. The ETF's AI ranking system, overseeing roughly 165 US large caps, initiated a gradual accumulation, systematically raising BMY's weight from 0.7000% to 0.8000% over eight days. This increase was likely influenced by BMY's 41.64% return on equity and 18.85 price-to-earnings ratio, indicating the AI identified value at this price level while adhering to sector-balance rules for the healthcare segment.
weight 0.700% → 0.800% (+0.100 pp)·stock up 2.9% in the 30 days before
Jun 29·entry $58.56·now $60.16Drifting
+2.73%
since Jun 29
PQUS · Accumulation · 5d
Bristol-Myers Squibb's 41.64% Return on Equity and an 18.85 P/E ratio likely attracted the Pictet Asset Management AI ranking system, identifying the Health Care sector company as a compelling US large-cap despite its 1.78% revenue growth. PQUS initiated a gradual accumulation of BMY from 0.70% to 0.80% between June 21 and June 28, 2026, during which the stock traded at $57.52, near 92% of its 52-week high. This move suggests the AI system, which applies sector-balance and concentration rules to its 165-stock portfolio, values sustained underlying profitability even when a stock has experienced a recent positive 30-day return of 1.3%, aligning with the fund's measured turnover style.
weight 0.700% → 0.800% (+0.100 pp)·stock down 0.0% in the 30 days before
Jun 28·entry $58.56·now $60.16Drifting
+2.73%
since Jun 28
PQUS · Weight increase · 4d
Bristol-Myers Squibb currently trades at $57.52, positioning it at 92% of its 52-week high of $62.37, following a 30-day return of +1.3% that began to recover from a 90-day return of -3.7%. Against this backdrop, the Pictet-managed PQUS, an AI-driven ETF with periodic rebalances, initiated a consecutive weight increase in BMY, moving its allocation from 0.70% to 0.77% between June 24th and June 27th, 2026. This upward adjustment suggests the AI ranking system processed BMY's profile including its 18.85 PER, 5.94 PBR, and 41.64% ROE, leading to a higher conviction at a price point near its recent peaks, despite 1.78% revenue growth. The measured turnover approach and sector-balance rules of PQUS support this as a calculated adjustment within its US large-cap universe, rather than a reactive daily trade, aligning with a long-term algorithmic view of BMY's position in the Health Care sector.
weight 0.700% → 0.770% (+0.070 pp)·stock down 0.0% in the 30 days before
Jun 27·entry $58.56·now $60.16Drifting
+2.73%
since Jun 27
PQUS · Weight increase · 3d
BRISTOL-MYERS SQUIBB COMPANY currently trades at $55.39, situated at 89% of its 52-week high, reflecting a positive 9.3% return over the past year despite recent 30-day and 90-day returns showing declines of 1.8% and 8.2% respectively. Pictet Asset Management's PQUS, employing an AI ranking system across its US large-cap universe with periodic rebalancing, appears to have viewed this short-term price dip as an opportunity for increasing its exposure to BMY. The fund's AI system likely identified the company's 41.64% Return on Equity and 18.85 Price-to-Earnings ratio as favorable attributes for a Health Care sector company. Consequently, the consecutive weight increases observed from June 24th to June 26th reflect the AI's re-assessment, adjusting its allocation within the fund's measured turnover rules while the stock remained near its annual high.
weight 0.700% → 0.760% (+0.060 pp)·stock down 0.0% in the 30 days before
Jun 26·entry $57.52·now $60.16Drifting
+4.59%
since Jun 26
PQUS · Weight increase · 2d
Bristol-Myers Squibb is currently trading at $55.00, placing it at 88% of its 52-week high, despite a -9.5% return over the past 90 days, which moderates its one-year gain of +9.6%. This pricing context appears to have prompted Pictet Asset Management's AI ranking system, which manages the PQUS ETF's approximately 165 US large-cap holdings through periodic rebalances, to adjust its position. The fund’s consecutive weight increases on June 24th and 25th, moving from 0.70% to 0.73% of the portfolio, suggest the AI system identified a timely opportunity for accumulation within its sector-balance and concentration rules. This shift likely factored in BMY's financial metrics, including its 41.64% ROE, a PER of 18.85, and a PBR of 5.94, finding these attractive against the backdrop of the recent short-term price depreciation for a US large-cap with a 1.78% revenue growth. The AI's re-evaluation seems to have interpreted the stock's recent softness as a suitable entry point, driving the measured additions within the new fund's specific strategy.
weight 0.700% → 0.730% (+0.030 pp)·stock down 4.5% in the 30 days before
Jun 25·entry $55.39·now $60.16Drifting
+8.61%
since Jun 25
PQUS · Weight increase · 2d
BMY's financial profile, featuring a 41.64% Return on Equity alongside a 1.78% revenue growth, presents a profitable and stable large-cap holding. This profile aligns with Pictet Asset Management's AI ranking system for its PQUS ETF, which targets US large-cap companies and applies sector-balance and concentration rules for measured turnover. The fund's noticeable increase in BMY's weight to 0.74% on 2026-06-12 occurred after the stock experienced a 6.1% decline in its 30-day return, trading at $56.90. This suggests the AI system identified an opportunity to add shares at a more favorable entry point following a short-term price retraction, even while the stock remained at 91% of its 52-week high, fitting the ETF's investment style.
weight 0.580% → 0.740% (+0.160 pp)·stock up 1.3% in the 30 days before
Jun 12·entry $57.13·now $60.16Drifting
+5.30%
since Jun 12
PQUS · Weight increase · 2d
weight 0.560% → 0.600% (+0.040 pp)·stock up 1.2% in the 30 days before
Jun 7·entry $55.57·now $60.16Drifting
+8.26%
since Jun 7
PQUS · Weight decrease · 2d
Bristol-Myers Squibb is currently priced at $56.91, positioned at 91% of its 52-week high after a 1-year return of +30.4%, yet exhibiting a -3.5% return over the past 30 days. This price trajectory, combined with its 1.78% revenue growth, likely influenced Pictet Asset Management's AI ranking system, which evaluates US large-caps with a focus on measured turnover and periodic rebalancing. The consecutive weight decreases for BMY on May 28th and 29th, from 0.4600% to 0.4400%, indicate a rebalancing event where the AI algorithm opted to reduce exposure, perhaps finding its current valuation (PER 19.33, PBR 5.94) less compelling for new capital deployment despite a 41.64% return on equity, given its elevated position within its annual range. This specific adjustment in PQUS aligns with a strategy that balances sector exposure and aims to manage concentration, suggesting the AI found more attractive opportunities or a need to de-risk from a stock that has performed well but shows recent deceleration at its upper price band.
weight 0.460% → 0.440% (-0.020 pp)·stock down 0.7% in the 30 days before
May 29·entry $57.18·now $60.16
+5.21%
since May 29
PQUS · Weight increase · 2d
Pictet Asset Management’s PQUS, designed with an AI ranking system over a US large-cap universe, demonstrated a consecutive weight increase in Bristol-Myers Squibb from 0.30% to 0.45% during mid-May 2026. Given the fund’s periodic, rather than daily, rebalancing cadence and its ~165 US large-cap holdings, this upward adjustment signals a deliberate re-evaluation by the AI. The AI system appears to have recognized a compelling opportunity in BMY, possibly weighting its high Return on Equity of 41.64% favorably, especially considering the stock's recent -3.9% 30-day return which may have presented a relative value point for the algorithm. This focused shift within the portfolio suggests the AI identified BMY as a prioritized allocation in alignment with its sector-balance and concentration rules.
weight 0.310% → 0.450% (+0.140 pp)·stock down 3.3% in the 30 days before
May 17·entry $57.31·now $60.16Drifting
+4.97%
since May 17
LQAI · Weight increase · 3d
Trading at $60.74, Bristol-Myers Squibb is positioned at 97% of its 52-week high, having generated a 7.3% return over the last 30 days and a 30.7% gain over one year. The LG-Qraft collaboration’s AI ranking engine, which guides LQAI's weekly rebalancing, initiated a consecutive weight increase for BMY, elevating its allocation from 0.39% to 0.41% between July 15 and July 17. This move indicates the AI's specific model continues to find value in the pharmaceutical company, despite its current valuation near its annual peak. The system likely incorporates BMY's 41.64% return on equity and a price-to-earnings ratio of 20.75, aligning with the ETF's core large-cap, AI-driven style that balances broad appeal with momentum-aware selections.
weight 0.370% → 0.410% (+0.040 pp)·stock up 8.6% in the 30 days before
Jul 17·entry $60.74·now $60.16Fresh
-0.95%
since Jul 17
LQAI · Weight increase · 2d
Bristol-Myers Squibb's financials, including a 41.64% ROE, 5.94 PBR, and 1.78% revenue growth, represent attributes that LQAI's Qraft AI selection engine identifies for its core large-cap universe. These figures indicate a company with significant profitability and a stable revenue base, fitting the ETF's strategy of selecting AI-driven names that blend broad market exposure with some momentum, avoiding heavy factor biases. The detected consecutive weight increase, specifically from 0.39% on July 15 to 0.40% on July 16, coincides with BMY's current price of $60.74. This price point is near its 52-week high, at 97% of $62.37, following a +7.3% 30-day return, suggesting the AI's weekly rebalancing is capturing this recent positive price action while maintaining a quality holding.
weight 0.370% → 0.400% (+0.030 pp)·stock up 7.6% in the 30 days before
Jul 16·entry $60.51·now $60.16Fresh
-0.58%
since Jul 16
LQAI · New entry · 1d
weight 0 → 0.380% (new)·stock up 2.4% in the 30 days before
Jul 7·entry $57.97·now $60.16Drifting
+3.78%
since Jul 7
LQAI · Exit · 1d
The weight of BMY in LQAI showed a minor increase from 0.15% to 0.16% on June 5th, then a full removal to 0.00% by June 9th, a sudden divestment after a brief period of holding. This swift exit, following merely four days at a marginally higher allocation, indicates that LQAI's Qraft AI selection engine identified a significant negative trigger, likely reacting to BMY's recent 30-day price decline of 3.1% even as the stock traded at 91% of its 52-week high. For this AI-driven core large-cap fund with weekly rebalancing, such a decisive move suggests the AI's ranking algorithm prioritized the immediate downward price momentum over the stock's longer-term 20.2% one-year return or its 41.64% ROE, aligning with LQAI's style as a core large-cap fund without a heavy factor tilt, responsive to evolving data rather than solely chasing momentum.
weight 0.160% → 0 (exited)·stock up 0.6% in the 30 days before
Jun 9·entry $56.48·now $60.16
+6.52%
since Jun 9
LQAI · Weight decrease · 3d
The AI-managed ETF likely reduced its exposure to BMY due to the company's anemic 1.78% revenue growth, which, combined with a high price-to-book ratio of 5.94, suggests limited future upside potential. For retail investors, this pattern indicates that AI models prioritize companies with stronger growth prospects relative to their valuation, prompting individual investors to reassess similar holdings for signs of decelerating fundamental performance.
weight 0.420% → 0.160% (-0.260 pp)·stock down 2.8% in the 30 days before
May 12·entry $56.45·now $60.16
+6.57%
since May 12
LQAI · Weight decrease · 2d
The AI ETF likely reduced its BMY weighting due to the stock's low revenue growth (1.78%) presenting a mismatch with its high PBR (5.94), suggesting the company is overvalued relative to its top-line expansion. For retail investors, this consistent divestment by an AI fund serves as a prompt to thoroughly re-evaluate a stock's valuation in light of its growth prospects, as quantitative models often identify subtle fundamental weaknesses that human analysis might overlook.
weight 0.420% → 0.400% (-0.020 pp)·stock down 5.0% in the 30 days before
May 11·entry $55.67·now $60.16
+8.07%
since May 11
LQAI · Weight decrease · 4d
The AI-managed ETF is likely reducing its BMY weight due to the company's notably low revenue growth of 1.78%, signaling potential concerns about future expansion or competitive pressures despite strong profitability. For retail investors, this consistent de-weighting by advanced algorithms suggests a need to thoroughly investigate BMY's growth drivers, pipeline, and market position for any underlying issues that could impact long-term performance.
weight 0.470% → 0.420% (-0.050 pp)·stock down 1.9% in the 30 days before
May 6·entry $56.59·now $60.16
+6.31%
since May 6
+5.64%
since May 5
+4.84%
since May 4
QRFT · Weight increase · 2d
weight 0.240% → 0.260% (+0.020 pp)·stock up 1.2% in the 30 days before
Jun 5·entry $57.27·now $60.16Drifting
+5.05%
since Jun 5
+5.64%
since May 5
+4.84%
since May 4
+1.23%
since Mar 26
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Too hard to callas of Jun 28
The AI ETFs, particularly PQUS, show a pattern of gradual accumulation in Bristol-Myers Squibb, indicating their algorithms identify a buying opportunity or positive trend. This contrasts sharply with a Buffett-style framework, which deems the company too unpredictable for reliable long-term valuation due to patent expirations and R&D challenges.
- Circle of CompetenceThe pharmaceutical industry's reliance on successful R&D and the finite lifecycle of patents make reliable ten-year cash flow projections challenging, particularly with upcoming patent expirations for key drugs.
- Economic MoatAn assessment of economic moats is not undertaken as the business falls outside the circle of competence for reliable long-term projections.
- ManagementManagement quality cannot be assessed within this framework once the business is deemed too complex for long-term predictability.
- Financial HealthKey financial metrics are not evaluated when the foundational predictability of earnings is absent.
- Margin of SafetyWithout predictable cash flows, a conservative estimate of intrinsic value for a margin of safety cannot be established.
Bristol-Myers Squibb is deemed 'Too Hard' to evaluate within a Buffett-style framework due to the inherent unpredictability of long-term cash flows in the pharmaceutical industry. The challenges of patent cliffs and the uncertain success of R&D make reliable ten-year projections difficult. Consequently, further analysis of its moat, management, financial health, or margin of safety cannot be confidently conducted.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.