C.M. Bidwell & Associates’s Bristol-Myers Squibb BMY Stock Holding History

C.M. Bidwell & Associates’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55K	Hold	42	–	–	﹤0.01%	388
2025 Q4	$2.27K	Hold	42	–	–	﹤0.01%	384
2025 Q3	$1.89K	Buy	+42	New	+$1.96K	﹤0.01%	406
2021 Q1	–	Sell	-770	Closed	-$48K	–	507
2020 Q4	$48K	Sell	770 -185	-19%	-$11.4K	0.04%	290
2020 Q3	$58K	Sell	955 -80	-8%	-$4.82K	0.05%	248
2020 Q2	$61K	Buy	+1,035	New	+$61.9K	0.06%	245
2020 Q1	–	Sell	-7,265	Closed	-$466K	–	363
2019 Q4	$466K	Buy	+7,265	New	+$416K	0.42%	58
2019 Q1	–	Sell	-4,470	Closed	-$232K	–	401
2018 Q4	$232K	Buy	+4,470	New	+$240K	0.25%	105
2017 Q1	–	Sell	-5,410	Closed	-$316K	–	231
2016 Q4	$316K	Buy	+5,410	New	+$296K	0.07%	121
2015 Q2	–	Sell	-50	Closed	-$3K	–	218
2015 Q1	$3K	Sell	50 -5,415	-99%	-$339K	﹤0.01%	207
2014 Q4	$323K	Sell	5,465 -1,790	-25%	-$101K	0.07%	117
2014 Q3	$371K	Buy	7,255 +1,350	+23%	+$67.4K	0.09%	105
2014 Q2	$286K	Hold	5,905	–	–	0.07%	119
2014 Q1	$307K	Buy	+5,905	New	+$314K	0.07%	111

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's BMY Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 42 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

C.M. Bidwell & Associates first reported a position in BMY in Q1 2014 and has held it in 14 quarters since. The position peaked at $466K in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

C.M. Bidwell & Associates held 42 shares of Bristol-Myers Squibb worth $2.55K as of Q1 2026.
C.M. Bidwell & Associates left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #388 holding.
C.M. Bidwell & Associates first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 14 quarters since.
C.M. Bidwell & Associates's Bristol-Myers Squibb position peaked at $466K in Q4 2019.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.