This page tracks BRISTOL JOHN W & CO INC /NY/’s institutional portfolio moves, quarter by quarter, as disclosed in SEC Form 13F filings. Each update below reflects a snapshot of holdings reported at the end of a given quarter, giving a running record of where this fund has been adding, trimming, or starting new positions over time. It’s a useful reference for anyone curious what stocks large investors are buying, without needing to dig through raw SEC filings.
Form 13F filings report holdings as of the last day of a calendar quarter, not the specific dates trades occurred. So every move described here reflects a comparison between one quarterly snapshot and the next, not an exact transaction date.
Quarter Ending 2026-03-31: New and Expanded Positions
During the quarter ending 2026-03-31, BRISTOL JOHN W & CO INC /NY/ opened three new positions: Capital One Financial Corp ($51.2M), Verisk Analytics Inc (VRSK, $54.2M), and Waters Corp ($59.0M). The Verisk stake didn’t stay small for long — the fund more than doubled it within the same reporting period, increasing it 114% to $115.9M.
The bulk of this quarter’s activity, though, came from sharp increases to existing positions. Several holdings that were previously quite small grew into some of the fund’s largest reported stakes, including TransDigm Group (TDG, up 13,591% to $143.3M), Delta Air Lines (DAL, up 13,362% to $145.2M), Workday (WDAY, up 13,244% to $87.7M), Entegris (ENTG, up 26,328% to $137.0M), and Sherwin Williams (SHW, up 12,199% to $60.0M).
Among the fund’s mega-cap holdings, Apple (AAPL) rose 2,608% to $294.7M and then a further 13% to $333.4M within the same period, while Alphabet (GOOGL) climbed 6,515% to $290.5M before adding another 15% to reach $333.99M. Meta Platforms (META) increased 11,968% to $265.97M. Other notable increases included Thermo Fisher Scientific (TMO, up 8,153% to $166.8M), Air Products and Chemicals (up 7,627% to $98.8M), S&P Global (SPGI, up 2,971% to $72.8M), Chipotle Mexican Grill (CMG, up 5,644% to $83.9M), Yum Brands (YUM, up 6,912% to $81.5M), and Nike (NKE, up 8,404% to $59.4M).
Reading These 13F Moves
Institutional portfolio moves like these reflect one fund’s reported positions at a single point in time — they don’t reveal intent, timing within the quarter, or future plans. The scale of some percentage increases above reflects how small the prior positions were, not necessarily a shift in overall strategy. As new 13F filings are released each quarter, this profile will be updated with the latest disclosed changes to BRISTOL JOHN W & CO INC /NY/’s portfolio, building a longer-term picture of how its holdings evolve.
Related ticker coverage
- VRSK — all coverage →
- SHW — all coverage →
- TDG — all coverage →
- WDAY — all coverage →
- GOOGL — all coverage →
- AAPL — all coverage →
- CMG — all coverage →
- META — all coverage →
- NKE — all coverage →
- SPGI — all coverage →
- TMO — all coverage →
- DAL — all coverage →
- YUM — all coverage →
- ENTG — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.