Coldstream Capital 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
2014
Q3
Sell
-1,500
Closed -$73K 199
2014
Q2
$73K Buy
+1,500
New +$73.9K 0.02% 204

Other funds holding BMY

Coldstream Capital Management's BMY Position: Q2 2026 in Review

Coldstream Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 4% in Q2 2026, selling an estimated $87.6K and leaving 36,997 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #293.

Coldstream Capital Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.08M in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Coldstream Capital Management held 36,997 shares of Bristol-Myers Squibb worth $2.13M as of Q2 2026.
  • Coldstream Capital Management sold 1,525 Bristol-Myers Squibb shares in Q2 2026, an estimated $87.6K.
  • Bristol-Myers Squibb made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #293 holding.
  • Coldstream Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Coldstream Capital Management's Bristol-Myers Squibb position peaked at $5.08M in Q1 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.