Evercore Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Sell |
21,571
-725
| -3% | -$42.3K | 0.02% | 196 |
|
|
2025
Q4 | $1.2M | Buy |
22,296
+1,122
| +5% | +$54K | 0.02% | 202 |
|
|
2025
Q3 | $955K | Buy |
21,174
+3
| +0% | +$140 | 0.01% | 225 |
|
|
2025
Q2 | $980K | Sell |
21,171
-484
| -2% | -$23.8K | 0.02% | 216 |
|
|
2025
Q1 | $1.32M | Sell |
21,655
-7,553
| -26% | -$440K | 0.02% | 200 |
|
|
2024
Q4 | $1.65M | Sell |
29,208
-667
| -2% | -$37.3K | 0.02% | 176 |
|
|
2024
Q3 | $1.55M | Sell |
29,875
-9,589
| -24% | -$450K | 0.02% | 184 |
|
|
2024
Q2 | $1.64M | Sell |
39,464
-12,211
| -24% | -$546K | 0.03% | 175 |
|
|
2024
Q1 | $2.8M | Sell |
51,675
-10,588
| -17% | -$539K | 0.04% | 136 |
|
|
2023
Q4 | $3.19M | Sell |
62,263
-3,329
| -5% | -$175K | 0.05% | 125 |
|
|
2023
Q3 | $3.81M | Sell |
65,592
-4,974
| -7% | -$305K | 0.07% | 105 |
|
|
2023
Q2 | $4.51M | Sell |
70,566
-2,302
| -3% | -$154K | 0.08% | 99 |
|
|
2023
Q1 | $5.05M | Sell |
72,868
-2,071
| -3% | -$146K | 0.1% | 93 |
|
|
2022
Q4 | $5.39M | Buy |
74,939
+3,839
| +5% | +$289K | 0.11% | 86 |
|
|
2022
Q3 | $5.05M | Buy |
71,100
+467
| +0.7% | +$33.9K | 0.11% | 85 |
|
|
2022
Q2 | $5.44M | Sell |
70,633
-355
| -0.5% | -$27K | 0.11% | 86 |
|
|
2022
Q1 | $5.18M | Sell |
70,988
-3,000
| -4% | -$201K | 0.09% | 99 |
|
|
2021
Q4 | $4.61M | Sell |
73,988
-6,238
| -8% | -$366K | 0.08% | 113 |
|
|
2021
Q3 | $4.75M | Sell |
80,226
-5,069
| -6% | -$334K | 0.09% | 107 |
|
|
2021
Q2 | $5.7M | Sell |
85,295
-3,303
| -4% | -$215K | 0.1% | 100 |
|
|
2021
Q1 | $5.59M | Sell |
88,598
-3,199
| -3% | -$199K | 0.11% | 101 |
|
|
2020
Q4 | $5.69M | Sell |
91,797
-4,788
| -5% | -$294K | 0.12% | 95 |
|
|
2020
Q3 | $5.82M | Sell |
96,585
-6,606
| -6% | -$398K | 0.14% | 81 |
|
|
2020
Q2 | $6.07M | Buy |
103,191
+5,733
| +6% | +$343K | 0.16% | 77 |
|
|
2020
Q1 | $5.43M | Sell |
97,458
-4,279
| -4% | -$262K | 0.18% | 73 |
|
|
2019
Q4 | $6.53M | Buy |
101,737
+10,364
| +11% | +$594K | 0.18% | 75 |
|
|
2019
Q3 | $4.63M | Sell |
91,373
-8,621
| -9% | -$405K | 0.14% | 95 |
|
|
2019
Q2 | $4.54M | Sell |
99,994
-3
| -0% | -$140 | 0.14% | 93 |
|
|
2019
Q1 | $4.77M | Sell |
99,997
-5,746
| -5% | -$286K | 0.15% | 93 |
|
|
2018
Q4 | $5.5M | Sell |
105,743
-5,719
| -5% | -$307K | 0.21% | 76 |
|
|
2018
Q3 | $6.92M | Sell |
111,462
-8,703
| -7% | -$516K | 0.22% | 74 |
|
|
2018
Q2 | $6.65M | Buy |
120,165
+7,400
| +7% | +$400K | 0.23% | 72 |
|
|
2018
Q1 | $7.13M | Sell |
112,765
-4,095
| -4% | -$263K | 0.27% | 67 |
|
|
2017
Q4 | $7.16M | Sell |
116,860
-4,320
| -4% | -$270K | 0.27% | 66 |
|
|
2017
Q3 | $7.72M | Sell |
121,180
-175
| -0.1% | -$10.2K | 0.3% | 65 |
|
|
2017
Q2 | $6.76M | Sell |
121,355
-5,620
| -4% | -$306K | 0.26% | 75 |
|
|
2017
Q1 | $6.91M | Buy |
126,975
+15,248
| +14% | +$836K | 0.27% | 75 |
|
|
2016
Q4 | $6.53M | Buy |
111,727
+688
| +0.6% | +$37.6K | 0.27% | 75 |
|
|
2016
Q3 | $5.99M | Buy |
111,039
+23,846
| +27% | +$1.53M | 0.25% | 77 |
|
|
2016
Q2 | $6.41M | Sell |
87,193
-520
| -0.6% | -$36.7K | 0.28% | 72 |
|
|
2016
Q1 | $5.6M | Sell |
87,713
-799
| -0.9% | -$50.4K | 0.25% | 80 |
|
|
2015
Q4 | $6.09M | Sell |
88,512
-7,795
| -8% | -$515K | 0.28% | 76 |
|
|
2015
Q3 | $5.71M | Buy |
96,307
+23,663
| +33% | +$1.5M | 0.27% | 79 |
|
|
2015
Q2 | $4.84M | Sell |
72,644
-2,179
| -3% | -$144K | 0.22% | 93 |
|
|
2015
Q1 | $4.83M | Buy |
74,823
+2,372
| +3% | +$148K | 0.22% | 98 |
|
|
2014
Q4 | $4.28M | Sell |
72,451
-1,526
| -2% | -$86.1K | 0.21% | 94 |
|
|
2014
Q3 | $3.79M | Buy |
73,977
+10,390
| +16% | +$519K | 0.19% | 106 |
|
|
2014
Q2 | $3.09M | Buy |
63,587
+14,616
| +30% | +$720K | 0.16% | 115 |
|
|
2014
Q1 | $2.54M | Buy |
48,971
+9,526
| +24% | +$507K | 0.14% | 123 |
|
|
2013
Q4 | $2.1M | Sell |
39,445
-30,580
| -44% | -$1.56M | 0.12% | 135 |
|
|
2013
Q3 | $3.24M | Sell |
70,025
-3,877
| -5% | -$170K | 0.19% | 124 |
|
|
2013
Q2 | $3.31M | Buy |
+73,902
| New | +$3.21M | 0.19% | 125 |
|
Other funds holding BMY
VCM
VPM
Evercore Wealth Management's BMY Position: Q1 2026 in Review
Evercore Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 3.3% in Q1 2026, selling an estimated $42.3K and leaving 21,571 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #196.
Evercore Wealth Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.72M in Q3 2017. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Evercore Wealth Management held 21,571 shares of Bristol-Myers Squibb worth $1.31M as of Q1 2026.
- Evercore Wealth Management sold 725 Bristol-Myers Squibb shares in Q1 2026, an estimated $42.3K.
- Bristol-Myers Squibb made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #196 holding.
- Evercore Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's Bristol-Myers Squibb position peaked at $7.72M in Q3 2017.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.