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Caldwell Sutter Capital’s Bristol-Myers Squibb BMY Stock Holding History

Caldwell Sutter Capital’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 		$426K Buy
7,029
+363
+5% +$21.2K 0.17% 136
2025
Q4 		$360K Buy
6,666
+638
+11% +$30.7K 0.15% 146
2025
Q3 		$272K Buy
6,028
+623
+12% +$29.1K 0.12% 168
2025
Q2 		$250K Buy
5,405
+168
+3% +$8.25K 0.11% 172
2025
Q1 		$319K Buy
5,237
+88
+2% +$5.13K 0.15% 151
2024
Q4 		$291K Buy
5,149
+177
+4% +$9.89K 0.14% 160
2024
Q3 		$257K Sell
4,972
-1,509
-23% -$70.8K 0.12% 170
2024
Q2 		$269K Sell
6,481
-423
-6% -$18.9K 0.13% 159
2024
Q1 		$374K Buy
6,904
+1,311
+23% +$66.8K 0.18% 132
2023
Q4 		$287K Sell
5,593
-1,577
-22% -$82.8K 0.15% 147
2023
Q3 		$416K Buy
7,170
+1,220
+21% +$74.8K 0.23% 110
2023
Q2 		$381K Buy
5,950
+2,993
+101% +$201K 0.2% 119
2023
Q1 		$205K Buy
2,957
+1,532
+108% +$108K 0.15% 120
2022
Q4 		$103K Buy
+1,425
New +$107K 0.09% 140

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

Caldwell Sutter Capital's BMY Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Bristol-Myers Squibb (BMY) stake by 5.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 7,029 shares worth $426K. The position accounts for 0.17% of the portfolio, ranked #136.

Caldwell Sutter Capital first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Caldwell Sutter Capital held 7,029 shares of Bristol-Myers Squibb worth $426K as of Q1 2026.
  • Caldwell Sutter Capital bought 363 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.2K.
  • Bristol-Myers Squibb made up 0.17% of Caldwell Sutter Capital's portfolio in Q1 2026, its #136 holding.
  • Caldwell Sutter Capital first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.