Edgestream Partners’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
Q1 | $9.37M | Buy |
+154,427
| New | +$9M | 0.31% | 54 |
|
|
2025
Q4 | – | Sell |
-124,080
| Closed | -$5.6M | – | 951 |
|
|
2025
Q3 | $5.6M | Sell |
124,080
-26,941
| -18% | -$1.26M | 0.16% | 221 |
|
|
2025
Q2 | $6.99M | Buy |
151,021
+85,066
| +129% | +$4.18M | 0.19% | 193 |
|
|
2025
Q1 | $4.02M | Sell |
65,955
-19,899
| -23% | -$1.16M | 0.14% | 293 |
|
|
2024
Q4 | $4.86M | Sell |
85,854
-72,269
| -46% | -$4.04M | 0.21% | 164 |
|
|
2024
Q3 | $8.18M | Buy |
158,123
+141,353
| +843% | +$6.63M | 0.36% | 23 |
|
|
2024
Q2 | $696K | Sell |
16,770
-93,838
| -85% | -$4.2M | 0.03% | 609 |
|
|
2024
Q1 | $6M | Buy |
110,608
+17,901
| +19% | +$912K | 0.3% | 64 |
|
|
2023
Q4 | $4.76M | Buy |
92,707
+35,655
| +62% | +$1.87M | 0.34% | 36 |
|
|
2023
Q3 | $3.31M | Buy |
57,052
+14,410
| +34% | +$883K | 0.26% | 76 |
|
|
2023
Q2 | $2.73M | Sell |
42,642
-45,349
| -52% | -$3.04M | 0.25% | 106 |
|
|
2023
Q1 | $6.1M | Buy |
87,991
+83,105
| +1,701% | +$5.86M | 0.67% | 19 |
|
|
2022
Q4 | $352K | Sell |
4,886
-10,422
| -68% | -$786K | 0.04% | 416 |
|
|
2022
Q3 | $1.09M | Sell |
15,308
-7,683
| -33% | -$557K | 0.08% | 264 |
|
|
2022
Q2 | $1.77M | Buy |
22,991
+12,466
| +118% | +$949K | 0.14% | 229 |
|
|
2022
Q1 | $769K | Sell |
10,525
-5,009
| -32% | -$336K | 0.06% | 367 |
|
|
2021
Q4 | $969K | Sell |
15,534
-164,908
| -91% | -$9.67M | 0.06% | 321 |
|
|
2021
Q3 | $10.7M | Buy |
180,442
+161,321
| +844% | +$10.6M | 0.66% | 29 |
|
|
2021
Q2 | $1.28M | Buy |
19,121
+15,937
| +501% | +$1.04M | 0.08% | 270 |
|
|
2021
Q1 | $201K | Sell |
3,184
-5,390
| -63% | -$335K | 0.01% | 367 |
|
|
2020
Q4 | $532K | Buy |
+8,574
| New | +$527K | 0.03% | 324 |
|
|
2020
Q1 | – | Sell |
-6,522
| Closed | -$419K | – | 306 |
|
|
2019
Q4 | $419K | Buy |
+6,522
| New | +$374K | 0.02% | 279 |
|
|
2019
Q3 | – | Sell |
-40,716
| Closed | -$1.85M | – | 262 |
|
|
2019
Q2 | $1.85M | Sell |
40,716
-33,517
| -45% | -$1.56M | 0.21% | 113 |
|
|
2019
Q1 | $3.54M | Buy |
+74,233
| New | +$3.7M | 0.52% | 65 |
|
|
2018
Q3 | – | Sell |
-42,126
| Closed | -$2.33M | – | 262 |
|
|
2018
Q2 | $2.33M | Buy |
+42,126
| New | +$2.28M | 0.48% | 72 |
|
|
2017
Q2 | – | Sell |
-10,315
| Closed | -$561K | – | 125 |
|
|
2017
Q1 | $561K | Buy |
+10,315
| New | +$566K | 0.25% | 88 |
|
|
2016
Q4 | – | Sell |
-4,058
| Closed | -$219K | – | 89 |
|
|
2016
Q3 | $219K | Buy |
+4,058
| New | +$261K | 0.12% | 120 |
|
Other funds holding BMY
VCM
VPM
Edgestream Partners's BMY Position: Q1 2026 in Review
Edgestream Partners opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 154,427 shares worth $9.37M. The stake represents 0.31% of the portfolio and ranks #54 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in BMY as recently as Q3 2025.
Edgestream Partners first reported a position in BMY in Q3 2016 and has held it in 27 quarters since. The position peaked at $10.7M in Q3 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Edgestream Partners held 154,427 shares of Bristol-Myers Squibb worth $9.37M as of Q1 2026.
- Bristol-Myers Squibb was a new Edgestream Partners position in Q1 2026.
- Bristol-Myers Squibb made up 0.31% of Edgestream Partners's portfolio in Q1 2026, its #54 holding.
- Edgestream Partners first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 27 quarters since.
- Edgestream Partners's Bristol-Myers Squibb position peaked at $10.7M in Q3 2021.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.