Benjamin Edwards Inc’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.58M Buy
148,873
+18,656
+14% +$1.07M 0.08% 262
2026
Q1
$7.9M Buy
130,217
+15,011
+13% +$875K 0.08% 253
2025
Q4
$6.21M Buy
115,206
+1,751
+2% +$84.2K 0.07% 268
2025
Q3
$5.12M Buy
113,455
+1,411
+1% +$65.9K 0.06% 292
2025
Q2
$5.19M Sell
112,044
-4,273
-4% -$210K 0.07% 270
2025
Q1
$7.09M Buy
116,317
+410
+0.4% +$23.9K 0.1% 207
2024
Q4
$6.56M Buy
115,907
+672
+0.6% +$37.5K 0.09% 225
2024
Q3
$5.96M Buy
+115,235
New +$5.41M 0.09% 242
2024
Q2
Sell
-264
Closed -$14K 723
2024
Q1
$14K Buy
264
+168
+175% +$8.56K ﹤0.01% 609
2023
Q4
$5K Hold
96
﹤0.01% 606
2023
Q3
$6K Sell
96
-4,493
-98% -$275K ﹤0.01% 596
2023
Q2
$293K Sell
4,589
-2
-0% -$134 0.07% 221
2023
Q1
$318K Buy
4,591
+796
+21% +$56.1K 0.08% 216
2022
Q4
$273K Buy
3,795
+285
+8% +$21.5K 0.07% 230
2022
Q3
$250K Sell
3,510
-5,231
-60% -$379K 0.08% 223
2022
Q2
$673K Buy
8,741
+5,169
+145% +$394K 0.2% 140
2022
Q1
$261K Buy
3,572
+648
+22% +$43.5K 0.08% 246
2021
Q4
$182K Buy
2,924
+1,944
+198% +$114K 0.06% 273
2021
Q3
$58K Buy
980
+384
+64% +$25.3K 0.04% 283
2021
Q2
$40K Buy
596
+45
+8% +$2.93K 0.03% 287
2021
Q1
$35K Buy
551
+137
+33% +$8.52K 0.03% 270
2020
Q4
$26K Hold
414
0.02% 284
2020
Q3
$25K Buy
414
+10
+2% +$602 0.02% 268
2020
Q2
$24K Sell
404
-180
-31% -$10.8K 0.02% 249
2020
Q1
$33K Sell
584
-6
-1% -$367 0.03% 196
2019
Q4
$38K Buy
590
+144
+32% +$8.25K 0.08% 138
2019
Q3
$23K Buy
446
+312
+233% +$14.7K 0.05% 157
2019
Q2
$6K Buy
134
+53
+65% +$2.47K 0.01% 251
2019
Q1
$4K Buy
+81
New +$4.04K 0.02% 249

Other funds holding BMY

Benjamin Edwards Inc's BMY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $1.07M and bringing the position to 148,873 shares worth $8.58M. The position accounts for 0.08% of the portfolio, ranked #262.

Benjamin Edwards Inc first reported a position in BMY in Q1 2019 and has held it in 29 quarters since. 814 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Benjamin Edwards Inc held 148,873 shares of Bristol-Myers Squibb worth $8.58M as of Q2 2026.
  • Benjamin Edwards Inc bought 18,656 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.07M.
  • Bristol-Myers Squibb made up 0.08% of Benjamin Edwards Inc's portfolio in Q2 2026, its #262 holding.
  • Benjamin Edwards Inc first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 29 quarters since.
  • 814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.