Inlet Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Inlet Private Wealth’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	$1.28M	Sell	21,106 -6,700	-24%	-$391K	0.33%	76
2025 Q4	$1.5M	Sell	27,806 -9,600	-26%	-$462K	0.35%	70
2025 Q3	$1.69M	Sell	37,406 -567	-1%	-$26.5K	0.38%	71
2025 Q2	$1.76M	Sell	37,973 -10,015	-21%	-$492K	0.43%	68
2025 Q1	$2.93M	Hold	47,988	–	–	0.76%	43
2024 Q4	$2.71M	Sell	47,988 -4,800	-9%	-$268K	0.72%	47
2024 Q3	$2.73M	Sell	52,788 -2,103	-4%	-$98.7K	0.69%	48
2024 Q2	$2.28M	Sell	54,891 -750	-1%	-$33.6K	0.62%	52
2024 Q1	$3.02M	Buy	55,641 +1,550	+3%	+$79K	0.84%	41
2023 Q4	$2.78M	Sell	54,091 -9,631	-15%	-$506K	0.85%	39
2023 Q3	$3.7M	Sell	63,722 -780	-1%	-$47.8K	1.22%	29
2023 Q2	$4.12M	Buy	64,502 +875	+1%	+$58.7K	1.04%	29
2023 Q1	$4.41M	Sell	63,627 -231	-0.4%	-$16.3K	1.15%	27
2022 Q4	$4.59M	Hold	63,858	–	–	1.18%	26
2022 Q3	$4.54M	Buy	63,858 +15	+0%	+$1.09K	1.35%	20
2022 Q2	$4.92M	Hold	63,843	–	–	1.4%	20
2022 Q1	$4.66M	Buy	63,843 +231	+0.4%	+$15.5K	1.16%	24
2021 Q4	$3.97M	Buy	63,612 +8,400	+15%	+$493K	0.96%	38
2021 Q3	$3.27M	Hold	55,212	–	–	0.88%	44
2021 Q2	$3.69M	Hold	55,212	–	–	0.97%	40
2021 Q1	$3.49M	Buy	55,212 +1,000	+2%	+$62.2K	1%	34
2020 Q4	$3.36M	Hold	54,212	–	–	1.1%	30
2020 Q3	$3.27M	Buy	54,212 +2,300	+4%	+$138K	1.27%	22
2020 Q2	$3.05M	Hold	51,912	–	–	1.22%	27
2020 Q1	$2.89M	Hold	51,912	–	–	1.34%	21
2019 Q4	$3.33M	Buy	51,912 +21,970	+73%	+$1.26M	1.1%	28
2019 Q3	$1.52M	Hold	29,942	–	–	0.56%	57
2019 Q2	$1.33M	Sell	29,942 -6,100	-17%	-$284K	0.48%	64
2019 Q1	$1.72M	Buy	36,042 +14,711	+69%	+$733K	0.69%	45
2018 Q4	$1.11M	Buy	+21,331	New	+$1.15M	0.6%	45

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

Inlet Private Wealth's BMY Position: Q1 2026 in Review

Inlet Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, selling an estimated $391K and leaving 21,106 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #76.

Inlet Private Wealth first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.92M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Inlet Private Wealth held 21,106 shares of Bristol-Myers Squibb worth $1.28M as of Q1 2026.
Inlet Private Wealth sold 6,700 Bristol-Myers Squibb shares in Q1 2026, an estimated $391K.
Bristol-Myers Squibb made up 0.33% of Inlet Private Wealth's portfolio in Q1 2026, its #76 holding.
Inlet Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
Inlet Private Wealth's Bristol-Myers Squibb position peaked at $4.92M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.