Hendershot Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,364
| Closed | -$156K | – | 130 |
|
|
2025
Q2 | $156K | Sell |
3,364
-1,000
| -23% | -$49.1K | 0.02% | 125 |
|
|
2025
Q1 | $266K | Sell |
4,364
-250
| -5% | -$14.6K | 0.04% | 105 |
|
|
2024
Q4 | $261K | Sell |
4,614
-790
| -15% | -$44.1K | 0.04% | 108 |
|
|
2024
Q3 | $280K | Buy |
5,404
+1,985
| +58% | +$93.1K | 0.04% | 108 |
|
|
2024
Q2 | $142K | Sell |
3,419
-539
| -14% | -$24.1K | 0.02% | 127 |
|
|
2024
Q1 | $215K | Hold |
3,958
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $203K | Hold |
3,958
| – | – | 0.03% | 119 |
|
|
2023
Q3 | $230K | Sell |
3,958
-100
| -2% | -$6.13K | 0.04% | 112 |
|
|
2023
Q2 | $260K | Sell |
4,058
-193
| -5% | -$12.9K | 0.04% | 112 |
|
|
2023
Q1 | $295K | Hold |
4,251
| – | – | 0.05% | 112 |
|
|
2022
Q4 | $306K | Sell |
4,251
-198
| -4% | -$14.9K | 0.05% | 113 |
|
|
2022
Q3 | $316K | Sell |
4,449
-368
| -8% | -$26.7K | 0.06% | 106 |
|
|
2022
Q2 | $371K | Hold |
4,817
| – | – | 0.07% | 104 |
|
|
2022
Q1 | $352K | Buy |
4,817
+386
| +9% | +$25.9K | 0.05% | 112 |
|
|
2021
Q4 | $276K | Buy |
4,431
+1,064
| +32% | +$62.4K | 0.04% | 123 |
|
|
2021
Q3 | $199K | Hold |
3,367
| – | – | 0.04% | 95 |
|
|
2021
Q2 | $225K | Hold |
3,367
| – | – | 0.05% | 83 |
|
|
2021
Q1 | $213K | Hold |
3,367
| – | – | 0.05% | 83 |
|
|
2020
Q4 | $209K | Hold |
3,367
| – | – | 0.05% | 80 |
|
|
2020
Q3 | $203K | Buy |
+3,367
| New | +$203K | 0.06% | 75 |
|
|
2017
Q2 | – | Sell |
-2,770
| Closed | -$151K | – | 69 |
|
|
2017
Q1 | $151K | Hold |
2,770
| – | – | 0.07% | 66 |
|
|
2016
Q4 | $162K | Hold |
2,770
| – | – | 0.08% | 63 |
|
|
2016
Q3 | $149K | Hold |
2,770
| – | – | 0.07% | 63 |
|
|
2016
Q2 | $204K | Sell |
2,770
-265
| -9% | -$18.7K | 0.1% | 62 |
|
|
2016
Q1 | $194K | Sell |
3,035
-133
| -4% | -$8.39K | 0.1% | 62 |
|
|
2015
Q4 | $218K | Buy |
3,168
+133
| +4% | +$8.79K | 0.12% | 61 |
|
|
2015
Q3 | $180K | Hold |
3,035
| – | – | 0.1% | 61 |
|
|
2015
Q2 | $202K | Sell |
3,035
-1,020
| -25% | -$67.2K | 0.11% | 58 |
|
|
2015
Q1 | $262K | Hold |
4,055
| – | – | 0.14% | 56 |
|
|
2014
Q4 | $239K | Sell |
4,055
-15,844
| -80% | -$894K | 0.13% | 56 |
|
|
2014
Q3 | $1.02M | Sell |
19,899
-785
| -4% | -$39.2K | 0.57% | 45 |
|
|
2014
Q2 | $1M | Sell |
20,684
-1,368
| -6% | -$67.4K | 0.59% | 44 |
|
|
2014
Q1 | $1.15M | Sell |
22,052
-1,193
| -5% | -$63.5K | 0.71% | 42 |
|
|
2013
Q4 | $1.24M | Sell |
23,245
-1,040
| -4% | -$53K | 0.8% | 42 |
|
|
2013
Q3 | $1.12M | Sell |
24,285
-1,740
| -7% | -$76.4K | 0.79% | 42 |
|
|
2013
Q2 | $1.16M | Buy |
+26,025
| New | +$1.13M | 0.88% | 38 |
|
Other funds holding BMY
Hendershot Investments's BMY Position: Q3 2025 in Review
Hendershot Investments sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 3,364 shares — an estimated $156K sold.
Hendershot Investments first reported a position in BMY in Q2 2013 and held it in 36 quarters. The position peaked at $1.24M in Q4 2013. 2,267 funds tracked by Wall St. Rank hold BMY as of Q3 2025.
- Hendershot Investments reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
- Hendershot Investments sold 3,364 Bristol-Myers Squibb shares in Q3 2025, an estimated $156K.
- Hendershot Investments first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 36 quarters.
- Hendershot Investments's Bristol-Myers Squibb position peaked at $1.24M in Q4 2013.
- 2,267 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.
Based on Hendershot Investments's 13F filing for Q3 2025, filed 12 Nov 2025.