Caldwell Sutter Capital’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
$405K Buy
7,036
+7
+0.1% +$402 0.15% 150
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

Caldwell Sutter Capital's BMY Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Bristol-Myers Squibb (BMY) stake by 0.1% in Q2 2026, buying an estimated $402 and bringing the position to 7,036 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #150.

Caldwell Sutter Capital first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $426K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Caldwell Sutter Capital held 7,036 shares of Bristol-Myers Squibb worth $405K as of Q2 2026.
  • Caldwell Sutter Capital bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
  • Bristol-Myers Squibb made up 0.15% of Caldwell Sutter Capital's portfolio in Q2 2026, its #150 holding.
  • Caldwell Sutter Capital first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Bristol-Myers Squibb position peaked at $426K in Q1 2026.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.