Edgewood Management’s Bristol-Myers Squibb BMY Stock Holding History

Edgewood 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
2026 Q1	$1.31M	Sell	21,522 -15,505	-42%	-$904K	0.01%	61
2025 Q4	$2M	Sell	37,027 -13,548	-27%	-$652K	0.01%	56
2025 Q3	$2.28M	Hold	50,575	–	–	0.01%	47
2025 Q2	$2.34M	Sell	50,575 -10,614	-17%	-$521K	0.01%	47
2025 Q1	$3.73M	Sell	61,189 -13,811	-18%	-$805K	0.01%	43
2024 Q4	$4.24M	Hold	75,000	–	–	0.01%	43
2024 Q3	$3.88M	Hold	75,000	–	–	0.01%	41
2024 Q2	$3.11M	Hold	75,000	–	–	0.01%	43
2024 Q1	$4.07M	Sell	75,000 -1,850	-2%	-$94.2K	0.01%	40
2023 Q4	$3.94M	Hold	76,850	–	–	0.01%	38
2023 Q3	$4.46M	Hold	76,850	–	–	0.01%	36
2023 Q2	$4.91M	Hold	76,850	–	–	0.01%	35
2023 Q1	$5.33M	Sell	76,850 -1,074	-1%	-$75.8K	0.02%	35
2022 Q4	$5.61M	Hold	77,924	–	–	0.02%	35
2022 Q3	$5.54M	Hold	77,924	–	–	0.02%	30
2022 Q2	$6M	Hold	77,924	–	–	0.02%	33
2022 Q1	$5.69M	Hold	77,924	–	–	0.01%	33
2021 Q4	$4.86M	Buy	77,924 +2,400	+3%	+$141K	0.01%	39
2021 Q3	$4.47M	Sell	75,524 -1,075	-1%	-$70.8K	0.01%	34
2021 Q2	$5.12M	Hold	76,599	–	–	0.01%	35
2021 Q1	$4.84M	Hold	76,599	–	–	0.01%	35
2020 Q4	$4.75M	Buy	76,599 +2,200	+3%	+$135K	0.01%	35
2020 Q3	$4.49M	Hold	74,399	–	–	0.01%	35
2020 Q2	$4.38M	Hold	74,399	–	–	0.01%	34
2020 Q1	$4.15M	Buy	74,399 +400	+0.5%	+$24.4K	0.01%	33
2019 Q4	$4.75M	Buy	+73,999	New	+$4.24M	0.01%	34

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

Edgewood Management's BMY Position: Q1 2026 in Review

Edgewood Management reduced its Bristol-Myers Squibb (BMY) stake by 42% in Q1 2026, selling an estimated $904K and leaving 21,522 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #61.

Edgewood Management first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $6M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Edgewood Management held 21,522 shares of Bristol-Myers Squibb worth $1.31M as of Q1 2026.
Edgewood Management sold 15,505 Bristol-Myers Squibb shares in Q1 2026, an estimated $904K.
Bristol-Myers Squibb made up 0.01% of Edgewood Management's portfolio in Q1 2026, its #61 holding.
Edgewood Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
Edgewood Management's Bristol-Myers Squibb position peaked at $6M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Edgewood Management's 13F filing for Q1 2026, filed 14 May 2026.