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. 2,529 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.
- 2,529 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.