Caitlin John’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
$220K Sell
3,822
-957
-20% -$55K 0.12% 197
2026
Q1
$290K Sell
4,779
-624
-12% -$36.4K 0.17% 114
2025
Q4
$291K Sell
5,403
-5,865
-52% -$282K 0.19% 135
2025
Q3
$508K Buy
11,268
+3,462
+44% +$162K 0.35% 60
2025
Q2
$361K Buy
+7,806
New +$383K 0.33% 71
2025
Q1
Sell
-93
Closed -$5.24K 204
2024
Q4
$5.24K Hold
93
﹤0.01% 561
2024
Q3
$5.41K Sell
93
-127
-58% -$5.96K ﹤0.01% 562
2024
Q2
$9.15K Sell
220
-8,028
-97% -$359K 0.01% 474
2024
Q1
$447K Buy
8,248
+644
+8% +$32.8K 0.33% 68
2023
Q4
$390K Buy
+7,604
New +$399K 0.32% 72

Other funds holding BMY

Caitlin John's BMY Position: Q2 2026 in Review

Caitlin John reduced its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2026, selling an estimated $55K and leaving 3,822 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #197.

Caitlin John first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $508K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Caitlin John held 3,822 shares of Bristol-Myers Squibb worth $220K as of Q2 2026.
  • Caitlin John sold 957 Bristol-Myers Squibb shares in Q2 2026, an estimated $55K.
  • Bristol-Myers Squibb made up 0.12% of Caitlin John's portfolio in Q2 2026, its #197 holding.
  • Caitlin John first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Bristol-Myers Squibb position peaked at $508K in Q3 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.