Coastal Bridge Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Coastal Bridge Advisors’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	$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	Buy	+7,296	New	+$358K	0.03%	338
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coastal Bridge Advisors's BMY Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $790K and bringing the position to 56,811 shares worth $3.45M. The position accounts for 0.24% of the portfolio, ranked #96.

Coastal Bridge Advisors first reported a position in BMY in Q4 2015 and has held it in 35 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Coastal Bridge Advisors held 56,811 shares of Bristol-Myers Squibb worth $3.45M as of Q1 2026.
Coastal Bridge Advisors bought 13,551 Bristol-Myers Squibb shares in Q1 2026, an estimated $790K.
Bristol-Myers Squibb made up 0.24% of Coastal Bridge Advisors's portfolio in Q1 2026, its #96 holding.
Coastal Bridge Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 35 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.