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Calamos Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Calamos Wealth Management’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 		$523K Buy
8,629
+1,553
+22% +$90.5K 0.02% 292
2025
Q4 		$382K Sell
7,076
-6
-0.1% -$289 0.01% 311
2025
Q3 		$319K Buy
7,082
+560
+9% +$26.2K 0.01% 333
2025
Q2 		$302K Sell
6,522
-545
-8% -$26.8K 0.01% 286
2025
Q1 		$431K Sell
7,067
-4,056
-36% -$236K 0.02% 229
2024
Q4 		$629K Buy
11,123
+270
+2% +$15.1K 0.03% 195
2024
Q3 		$562K Sell
10,853
-5,917
-35% -$278K 0.03% 208
2024
Q2 		$696K Buy
16,770
+1,149
+7% +$51.4K 0.04% 170
2024
Q1 		$847K Sell
15,621
-221
-1% -$11.3K 0.05% 161
2023
Q4 		$813K Sell
15,842
-2,804
-15% -$147K 0.05% 154
2023
Q3 		$1.08M Sell
18,646
-104,165
-85% -$6.38M 0.08% 136
2023
Q2 		$7.85M Sell
122,811
-32,212
-21% -$2.16M 0.58% 45
2023
Q1 		$10.7M Sell
155,023
-21,344
-12% -$1.51M 0.84% 25
2022
Q4 		$12.7M Buy
176,367
+1,128
+0.6% +$85.1K 0.99% 22
2022
Q3 		$12.5M Buy
175,239
+5,641
+3% +$409K 1.07% 20
2022
Q2 		$13.1M Buy
169,598
+9,826
+6% +$748K 1.16% 16
2022
Q1 		$11.7M Buy
159,772
+49,156
+44% +$3.3M 0.87% 25
2021
Q4 		$6.9M Buy
110,616
+1,698
+2% +$99.6K 0.5% 52
2021
Q3 		$6.45M Buy
108,918
+40,106
+58% +$2.64M 0.52% 48
2021
Q2 		$4.6M Sell
68,812
-1,576
-2% -$103K 0.36% 71
2021
Q1 		$4.44M Buy
70,388
+1,751
+3% +$109K 0.37% 72
2020
Q4 		$4.26M Buy
68,637
+9,091
+15% +$559K 0.39% 71
2020
Q3 		$3.59M Buy
59,546
+2,360
+4% +$142K 0.41% 65
2020
Q2 		$3.36M Buy
57,186
+1,250
+2% +$74.8K 0.42% 67
2020
Q1 		$3.12M Buy
+55,936
New +$3.42M 0.48% 55
2018
Q2 		– Sell
-9,294
Closed -$588K – 214
2018
Q1 		$588K Buy
+9,294
New +$598K 0.07% 146
2015
Q2 		– Sell
-5,600
Closed -$361K – 227
2015
Q1 		$361K Sell
5,600
-695
-11% -$43.5K 0.09% 180
2014
Q4 		$372K Buy
+6,295
New +$355K 0.11% 178

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calamos Wealth Management's BMY Position: Q1 2026 in Review

Calamos Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 22% in Q1 2026, buying an estimated $90.5K and bringing the position to 8,629 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #292.

Calamos Wealth Management first reported a position in BMY in Q4 2014 and has held it in 28 quarters since. The position peaked at $13.1M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Calamos Wealth Management held 8,629 shares of Bristol-Myers Squibb worth $523K as of Q1 2026.
  • Calamos Wealth Management bought 1,553 Bristol-Myers Squibb shares in Q1 2026, an estimated $90.5K.
  • Bristol-Myers Squibb made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #292 holding.
  • Calamos Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 28 quarters since.
  • Calamos Wealth Management's Bristol-Myers Squibb position peaked at $13.1M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.