Cresset Asset 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
2024
Q1
Sell
-200
Closed -$10.3K 1910
2023
Q4
$10.3K Buy
+200
New +$10.5K ﹤0.01% 1833

Other funds holding BMY

Cresset Asset Management's BMY Position: Q2 2026 in Review

Cresset Asset Management increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, buying an estimated $299K and bringing the position to 417,663 shares worth $24.1M. The position accounts for 0.09% of the portfolio, ranked #148.

Cresset Asset Management first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $30M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Cresset Asset Management held 417,663 shares of Bristol-Myers Squibb worth $24.1M as of Q2 2026.
  • Cresset Asset Management bought 5,199 Bristol-Myers Squibb shares in Q2 2026, an estimated $299K.
  • Bristol-Myers Squibb made up 0.09% of Cresset Asset Management's portfolio in Q2 2026, its #148 holding.
  • Cresset Asset Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Bristol-Myers Squibb position peaked at $30M in Q2 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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