EDRH
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Edmond de Rothschild Holding’s Bristol-Myers Squibb BMY Stock Holding History

Edmond de Rothschild Holding’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 		$6.33M Buy
104,305
+1,503
+1% +$87.6K 0.09% 155
2025
Q4 		$5.55M Sell
102,802
-106,934
-51% -$5.14M 0.08% 169
2025
Q3 		$9.46M Sell
209,736
-12,084
-5% -$564K 0.15% 131
2025
Q2 		$10.3M Buy
221,820
+303
+0.1% +$14.9K 0.16% 117
2025
Q1 		$13.5M Sell
221,517
-45,342
-17% -$2.64M 0.24% 100
2024
Q4 		$15.1M Buy
266,859
+29,598
+12% +$1.65M 0.26% 93
2024
Q3 		$12.3M Sell
237,261
-10,215
-4% -$479K 0.2% 115
2024
Q2 		$10.3M Sell
247,476
-164,753
-40% -$7.37M 0.17% 117
2024
Q1 		$22.4M Sell
412,229
-39,638
-9% -$2.02M 0.37% 71
2023
Q4 		$23.2M Buy
451,867
+15,822
+4% +$831K 0.41% 65
2023
Q3 		$25.3M Buy
436,045
+49,318
+13% +$3.02M 0.51% 55
2023
Q2 		$24.7M Sell
386,727
-31,136
-7% -$2.09M 0.49% 58
2023
Q1 		$29M Buy
417,863
+317
+0.1% +$22.4K 0.66% 44
2022
Q4 		$30M Sell
417,546
-15,882
-4% -$1.2M 0.7% 44
2022
Q3 		$30.8M Buy
433,428
+19,441
+5% +$1.41M 0.81% 31
2022
Q2 		$31.9M Sell
413,987
-50,201
-11% -$3.82M 0.77% 31
2022
Q1 		$33.9M Sell
464,188
-6,867
-1% -$461K 0.74% 42
2021
Q4 		$29.4M Sell
471,055
-19,112
-4% -$1.12M 0.64% 43
2021
Q3 		$29M Buy
490,167
+28,372
+6% +$1.87M 0.67% 42
2021
Q2 		$30.9M Buy
461,795
+27,043
+6% +$1.76M 0.71% 40
2021
Q1 		$27.4M Buy
434,752
+22,634
+5% +$1.41M 0.75% 34
2020
Q4 		$25.6M Buy
412,118
+31,925
+8% +$1.96M 0.86% 27
2020
Q3 		$22.9M Buy
380,193
+77,712
+26% +$4.68M 0.91% 29
2020
Q2 		$17.8M Sell
302,481
-21,554
-7% -$1.29M 0.73% 41
2020
Q1 		$18.1M Buy
324,035
+17,372
+6% +$1.06M 0.95% 28
2019
Q4 		$19.7M Buy
306,663
+144,549
+89% +$8.28M 0.78% 38
2019
Q3 		$8.22M Buy
162,114
+30,232
+23% +$1.42M 0.33% 83
2019
Q2 		$5.98M Buy
131,882
+19,237
+17% +$896K 0.23% 105
2019
Q1 		$5.38M Hold
112,645
– – 0.19% 112
2018
Q4 		$5.86M Sell
112,645
-1,300
-1% -$69.8K 0.21% 100
2018
Q3 		$7.07M Sell
113,945
-415
-0.4% -$24.6K 0.2% 101
2018
Q2 		$6.33M Sell
114,360
-16,600
-13% -$897K 0.18% 115
2018
Q1 		$8.28M Buy
130,960
+745
+0.6% +$47.9K 0.24% 97
2017
Q4 		$7.98M Sell
130,215
-68,200
-34% -$4.27M 0.23% 106
2017
Q3 		$12.6M Sell
198,415
-20,664
-9% -$1.21M 0.36% 73
2017
Q2 		$12.2M Sell
219,079
-33,075
-13% -$1.8M 0.34% 77
2017
Q1 		$13.7M Buy
252,154
+7,551
+3% +$414K 0.36% 74
2016
Q4 		$14.3M Buy
244,603
+24,839
+11% +$1.36M 0.4% 72
2016
Q3 		$11.8M Buy
219,764
+16,670
+8% +$1.07M 0.36% 74
2016
Q2 		$14.9M Buy
203,094
+430
+0.2% +$30.4K 0.48% 58
2016
Q1 		$12.9M Buy
202,664
+200,100
+7,804% +$12.6M 0.41% 68
2015
Q4 		$176K Hold
2,564
– – ﹤0.01% 488
2015
Q3 		$152K Hold
2,564
– – ﹤0.01% 491
2015
Q2 		$171K Buy
+2,564
New +$169K ﹤0.01% 495

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmond de Rothschild Holding's BMY Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its Bristol-Myers Squibb (BMY) stake by 1.5% in Q1 2026, buying an estimated $87.6K and bringing the position to 104,305 shares worth $6.33M. The position accounts for 0.09% of the portfolio, ranked #155.

Edmond de Rothschild Holding first reported a position in BMY in Q2 2015 and has held it in 44 quarters since. The position peaked at $33.9M in Q1 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Edmond de Rothschild Holding held 104,305 shares of Bristol-Myers Squibb worth $6.33M as of Q1 2026.
  • Edmond de Rothschild Holding bought 1,503 Bristol-Myers Squibb shares in Q1 2026, an estimated $87.6K.
  • Bristol-Myers Squibb made up 0.09% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #155 holding.
  • Edmond de Rothschild Holding first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Bristol-Myers Squibb position peaked at $33.9M in Q1 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.