Kayne Anderson Rudnick Investment 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 | $4K | Sell |
66
-25
| -27% | -$1.46K | ﹤0.01% | 743 |
|
|
2025
Q4 | $4.93K | Buy |
91
+25
| +38% | +$1.2K | ﹤0.01% | 750 |
|
|
2025
Q3 | $2.98K | Sell |
66
-79
| -54% | -$3.69K | ﹤0.01% | 795 |
|
|
2025
Q2 | $6.71K | Buy |
145
+79
| +120% | +$3.88K | ﹤0.01% | 741 |
|
|
2025
Q1 | $4.03K | Sell |
66
-26,196
| -100% | -$1.53M | ﹤0.01% | 744 |
|
|
2024
Q4 | $1.49M | Sell |
26,262
-1,574
| -6% | -$87.9K | ﹤0.01% | 365 |
|
|
2024
Q3 | $1.44M | Sell |
27,836
-832
| -3% | -$39K | ﹤0.01% | 366 |
|
|
2024
Q2 | $1.19M | Sell |
28,668
-33,946
| -54% | -$1.52M | ﹤0.01% | 380 |
|
|
2024
Q1 | $3.4M | Sell |
62,614
-2,516
| -4% | -$128K | 0.01% | 311 |
|
|
2023
Q4 | $3.34M | Sell |
65,130
-2,792
| -4% | -$147K | 0.01% | 312 |
|
|
2023
Q3 | $3.94M | Sell |
67,922
-509
| -0.7% | -$31.2K | 0.01% | 303 |
|
|
2023
Q2 | $4.38M | Sell |
68,431
-25,775
| -27% | -$1.73M | 0.01% | 304 |
|
|
2023
Q1 | $6.53M | Hold |
94,206
| – | – | 0.02% | 272 |
|
|
2022
Q4 | $6.78M | Sell |
94,206
-3,958
| -4% | -$298K | 0.02% | 281 |
|
|
2022
Q3 | $6.98M | Buy |
98,164
+97,737
| +22,889% | +$7.09M | 0.02% | 263 |
|
|
2022
Q2 | $33K | Sell |
427
-101
| -19% | -$7.69K | ﹤0.01% | 489 |
|
|
2022
Q1 | $39K | Buy |
528
+101
| +24% | +$6.78K | ﹤0.01% | 469 |
|
|
2021
Q4 | $27K | Hold |
427
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $25K | Hold |
427
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $29K | Hold |
427
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $27K | Hold |
427
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $26K | Hold |
427
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $26K | Buy |
427
+302
| +242% | +$18.2K | ﹤0.01% | 438 |
|
|
2020
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $8K | Buy |
+125
| New | +$7.16K | ﹤0.01% | 429 |
|
|
2017
Q2 | – | Sell |
-206,786
| Closed | -$11.2M | – | 334 |
|
|
2017
Q1 | $11.2M | Sell |
206,786
-226,248
| -52% | -$12.4M | 0.12% | 170 |
|
|
2016
Q4 | $25.3M | Sell |
433,034
-42,169
| -9% | -$2.31M | 0.3% | 98 |
|
|
2016
Q3 | $25.6M | Buy |
475,203
+137,917
| +41% | +$8.86M | 0.32% | 88 |
|
|
2016
Q2 | $24.8M | Sell |
337,286
-3,847
| -1% | -$272K | 0.37% | 73 |
|
|
2016
Q1 | $21.8M | Buy |
341,133
+110,131
| +48% | +$6.95M | 0.35% | 79 |
|
|
2015
Q4 | $15.9M | Sell |
231,002
-3,228
| -1% | -$213K | 0.26% | 107 |
|
|
2015
Q3 | $13.9M | Sell |
234,230
-4,111
| -2% | -$261K | 0.24% | 110 |
|
|
2015
Q2 | $15.9M | Sell |
238,341
-3,480
| -1% | -$229K | 0.25% | 110 |
|
|
2015
Q1 | $15.6M | Buy |
241,821
+116,077
| +92% | +$7.27M | 0.24% | 114 |
|
|
2014
Q4 | $7.42M | Buy |
+125,744
| New | +$7.09M | 0.12% | 152 |
|
Other funds holding BMY
VCM
VPM
Kayne Anderson Rudnick Investment Management's BMY Position: Q1 2026 in Review
Kayne Anderson Rudnick Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 27% in Q1 2026, selling an estimated $1.46K and leaving 66 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #743.
Kayne Anderson Rudnick Investment Management first reported a position in BMY in Q4 2014 and has held it in 36 quarters since. The position peaked at $25.6M in Q3 2016. 2,528 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Kayne Anderson Rudnick Investment Management held 66 shares of Bristol-Myers Squibb worth $4K as of Q1 2026.
- Kayne Anderson Rudnick Investment Management sold 25 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.46K.
- Bristol-Myers Squibb made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #743 holding.
- Kayne Anderson Rudnick Investment Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 36 quarters since.
- Kayne Anderson Rudnick Investment Management's Bristol-Myers Squibb position peaked at $25.6M in Q3 2016.
- 2,528 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.