Inlet Private Wealth’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
Q2 | $999K | Sell |
17,331
-3,775
| -18% | -$217K | 0.24% | 80 |
|
|
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
Inlet Private Wealth's BMY Position: Q2 2026 in Review
Inlet Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $217K and leaving 17,331 shares worth $999K. The position accounts for 0.24% of the portfolio, ranked #80.
Inlet Private Wealth first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.92M in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Inlet Private Wealth held 17,331 shares of Bristol-Myers Squibb worth $999K as of Q2 2026.
- Inlet Private Wealth sold 3,775 Bristol-Myers Squibb shares in Q2 2026, an estimated $217K.
- Bristol-Myers Squibb made up 0.24% of Inlet Private Wealth's portfolio in Q2 2026, its #80 holding.
- Inlet Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Inlet Private Wealth's Bristol-Myers Squibb position peaked at $4.92M in Q2 2022.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.