Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-71
| Closed | -$3.21K | – | 236 |
|
|
2025
Q3 | $3.21K | Buy |
71
+1
| +1% | +$47 | ﹤0.01% | 219 |
|
|
2025
Q2 | $3.25K | Buy |
+70
| New | +$3.44K | ﹤0.01% | 206 |
|
|
2024
Q3 | – | Sell |
-474
| Closed | -$19.7K | – | 267 |
|
|
2024
Q2 | $19.7K | Hold |
474
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $25.7K | Hold |
474
| – | – | 0.01% | 200 |
|
|
2023
Q4 | $24.3K | Hold |
474
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $27.5K | Sell |
474
-40
| -8% | -$2.45K | 0.01% | 184 |
|
|
2023
Q2 | $32.9K | Hold |
514
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $35.6K | Sell |
514
-12
| -2% | -$846 | 0.01% | 175 |
|
|
2022
Q4 | $37.9K | Hold |
526
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $37K | Sell |
526
-20
| -4% | -$1.45K | 0.02% | 180 |
|
|
2022
Q2 | $42K | Sell |
546
-325
| -37% | -$24.8K | 0.02% | 175 |
|
|
2022
Q1 | $64K | Sell |
871
-6,909
| -89% | -$464K | 0.03% | 167 |
|
|
2021
Q4 | $485K | Buy |
7,780
+4,372
| +128% | +$256K | 0.2% | 81 |
|
|
2021
Q3 | $202K | Sell |
3,408
-100
| -3% | -$6.59K | 0.09% | 105 |
|
|
2021
Q2 | $234K | Sell |
3,508
-30
| -0.8% | -$1.96K | 0.11% | 101 |
|
|
2021
Q1 | $223K | Hold |
3,538
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $219K | Buy |
3,538
+48
| +1% | +$2.95K | 0.12% | 88 |
|
|
2020
Q3 | $210K | Sell |
3,490
-305
| -8% | -$18.4K | 0.13% | 87 |
|
|
2020
Q2 | $223K | Hold |
3,795
| – | – | 0.15% | 79 |
|
|
2020
Q1 | $212K | Sell |
3,795
-190
| -5% | -$11.6K | 0.14% | 74 |
|
|
2019
Q4 | $256K | Sell |
3,985
-585
| -13% | -$33.5K | 0.15% | 60 |
|
|
2019
Q3 | $232K | Buy |
4,570
+370
| +9% | +$17.4K | 0.16% | 61 |
|
|
2019
Q2 | $190K | Hold |
4,200
| – | – | 0.12% | 68 |
|
|
2019
Q1 | $200K | Sell |
4,200
-600
| -13% | -$29.9K | 0.13% | 56 |
|
|
2018
Q4 | $250K | Sell |
4,800
-45
| -0.9% | -$2.42K | 0.18% | 45 |
|
|
2018
Q3 | $301K | Buy |
4,845
+4,755
| +5,283% | +$282K | 0.16% | 47 |
|
|
2018
Q2 | $5K | Buy |
+90
| New | +$4.86K | ﹤0.01% | 162 |
|
|
2016
Q2 | – | Sell |
-490
| Closed | -$31K | – | 128 |
|
|
2016
Q1 | $31K | Buy |
+490
| New | +$30.9K | 0.02% | 70 |
|
Other funds holding BMY
Cedar Wealth Management's BMY Position: Q4 2025 in Review
Cedar Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q4 2025, closing a stake of 71 shares — an estimated $3.21K sold.
Cedar Wealth Management first reported a position in BMY in Q1 2016 and held it in 28 quarters. The position peaked at $485K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold BMY as of Q4 2025.
- Cedar Wealth Management reported no remaining Bristol-Myers Squibb position as of Q4 2025 after selling out during the quarter.
- Cedar Wealth Management sold 71 Bristol-Myers Squibb shares in Q4 2025, an estimated $3.21K.
- Cedar Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 28 quarters.
- Cedar Wealth Management's Bristol-Myers Squibb position peaked at $485K in Q4 2021.
- 2,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.
Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.