Coldstream Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

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

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

Coldstream Capital Management's BMY Position: Q1 2026 in Review

Coldstream Capital Management increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $333K and bringing the position to 38,522 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #255.

Coldstream Capital Management first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.08M in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Coldstream Capital Management held 38,522 shares of Bristol-Myers Squibb worth $2.34M as of Q1 2026.
Coldstream Capital Management bought 5,714 Bristol-Myers Squibb shares in Q1 2026, an estimated $333K.
Bristol-Myers Squibb made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #255 holding.
Coldstream Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 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 Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.