Coastal Bridge Advisors’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 | $3.27M | Sell |
56,768
-43
| -0.1% | -$2.47K | 0.2% | 112 |
|
|
2026
Q1 | $3.45M | Buy |
56,811
+13,551
| +31% | +$790K | 0.24% | 96 |
|
|
2025
Q4 | $2.33M | Buy |
43,260
+36,701
| +560% | +$1.77M | 0.17% | 136 |
|
|
2025
Q3 | $296K | Sell |
6,559
-737
| -10% | -$34.4K | 0.02% | 367 |
|
|
2025
Q2 | $338K | Sell |
7,296
-3,970
| -35% | -$195K | 0.03% | 338 |
|
|
2025
Q1 | $687K | Buy |
+11,266
| New | +$657K | 0.06% | 242 |
|
|
2024
Q2 | – | Sell |
-5,221
| Closed | -$283K | – | 172 |
|
|
2024
Q1 | $283K | Hold |
5,221
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $268K | Hold |
5,221
| – | – | 0.07% | 124 |
|
|
2023
Q3 | $303K | Hold |
5,221
| – | – | 0.08% | 115 |
|
|
2023
Q2 | $334K | Hold |
5,221
| – | – | 0.08% | 110 |
|
|
2023
Q1 | $362K | Hold |
5,221
| – | – | 0.09% | 108 |
|
|
2022
Q4 | $376K | Sell |
5,221
-3,794
| -42% | -$286K | 0.11% | 101 |
|
|
2022
Q3 | $641K | Buy |
9,015
+4,900
| +119% | +$355K | 0.17% | 74 |
|
|
2022
Q2 | $317K | Hold |
4,115
| – | – | 0.1% | 108 |
|
|
2022
Q1 | $301K | Hold |
4,115
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $257K | Hold |
4,115
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $243K | Hold |
4,115
| – | – | 0.06% | 120 |
|
|
2021
Q2 | $275K | Sell |
4,115
-586
| -12% | -$38.2K | 0.06% | 117 |
|
|
2021
Q1 | $297K | Sell |
4,701
-33
| -0.7% | -$2.05K | 0.05% | 104 |
|
|
2020
Q4 | $294K | Hold |
4,734
| – | – | 0.06% | 103 |
|
|
2020
Q3 | $285K | Sell |
4,734
-543
| -10% | -$32.7K | 0.09% | 90 |
|
|
2020
Q2 | $310K | Buy |
5,277
+162
| +3% | +$9.69K | 0.1% | 94 |
|
|
2020
Q1 | $285K | Buy |
5,115
+814
| +19% | +$49.8K | 0.1% | 93 |
|
|
2019
Q4 | $276K | Buy |
+4,301
| New | +$246K | 0.07% | 97 |
|
|
2019
Q1 | – | Sell |
-4,190
| Closed | -$218K | – | 132 |
|
|
2018
Q4 | $218K | Hold |
4,190
| – | – | 0.09% | 109 |
|
|
2018
Q3 | $260K | Hold |
4,190
| – | – | 0.1% | 102 |
|
|
2018
Q2 | $232K | Sell |
4,190
-371
| -8% | -$20K | 0.09% | 109 |
|
|
2018
Q1 | $288K | Hold |
4,561
| – | – | 0.1% | 93 |
|
|
2017
Q4 | $280K | Hold |
4,561
| – | – | 0.09% | 96 |
|
|
2017
Q3 | $291K | Sell |
4,561
-300
| -6% | -$17.5K | 0.1% | 84 |
|
|
2017
Q2 | $271K | Buy |
4,861
+797
| +20% | +$43.4K | 0.09% | 81 |
|
|
2017
Q1 | $221K | Hold |
4,064
| – | – | 0.08% | 75 |
|
|
2016
Q4 | $238K | Hold |
4,064
| – | – | 0.09% | 71 |
|
|
2016
Q3 | $219K | Sell |
4,064
-400
| -9% | -$25.7K | 0.11% | 55 |
|
|
2016
Q2 | $328K | Sell |
4,464
-50
| -1% | -$3.53K | 0.17% | 50 |
|
|
2016
Q1 | $288K | Hold |
4,514
| – | – | 0.2% | 45 |
|
|
2015
Q4 | $311K | Buy |
+4,514
| New | +$298K | 0.17% | 44 |
|
Other funds holding BMY
Coastal Bridge Advisors's BMY Position: Q2 2026 in Review
Coastal Bridge Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.08% in Q2 2026, selling an estimated $2.47K and leaving 56,768 shares worth $3.27M. The position accounts for 0.2% of the portfolio, ranked #112.
Coastal Bridge Advisors first reported a position in BMY in Q4 2015 and has held it in 37 quarters since. The position peaked at $3.45M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Coastal Bridge Advisors held 56,768 shares of Bristol-Myers Squibb worth $3.27M as of Q2 2026.
- Coastal Bridge Advisors sold 43 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.47K.
- Bristol-Myers Squibb made up 0.2% of Coastal Bridge Advisors's portfolio in Q2 2026, its #112 holding.
- Coastal Bridge Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 37 quarters since.
- Coastal Bridge Advisors's Bristol-Myers Squibb position peaked at $3.45M in Q1 2026.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.