NewEdge Advisors’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 | $13.7M | Buy |
226,056
+25,771
| +13% | +$1.5M | 0.05% | 363 |
|
|
2025
Q4 | $10.8M | Buy |
200,285
+53,734
| +37% | +$2.58M | 0.04% | 410 |
|
|
2025
Q3 | $6.61M | Sell |
146,551
-35,520
| -20% | -$1.66M | 0.03% | 526 |
|
|
2025
Q2 | $8.43M | Sell |
182,071
-7,965
| -4% | -$391K | 0.04% | 406 |
|
|
2025
Q1 | $11.6M | Buy |
190,036
+21,924
| +13% | +$1.28M | 0.07% | 289 |
|
|
2024
Q4 | $9.51M | Buy |
168,112
+8,071
| +5% | +$451K | 0.06% | 322 |
|
|
2024
Q3 | $8.28M | Sell |
160,041
-114,699
| -42% | -$5.38M | 0.05% | 343 |
|
|
2024
Q2 | $11.4M | Buy |
274,740
+148,973
| +118% | +$6.67M | 0.08% | 241 |
|
|
2024
Q1 | $6.82M | Buy |
125,767
+2,101
| +2% | +$107K | 0.06% | 308 |
|
|
2023
Q4 | $6.3M | Sell |
123,666
-71,387
| -37% | -$3.75M | 0.06% | 302 |
|
|
2023
Q3 | $11.3M | Sell |
195,053
-34,229
| -15% | -$2.1M | 0.12% | 171 |
|
|
2023
Q2 | $14.7M | Sell |
229,282
-413,924
| -64% | -$27.8M | 0.17% | 135 |
|
|
2023
Q1 | $44.5M | Buy |
643,206
+37,045
| +6% | +$2.61M | 0.56% | 33 |
|
|
2022
Q4 | $11.3M | Buy |
606,161
+66,507
| +12% | +$5.01M | 0.31% | 74 |
|
|
2022
Q3 | $38.4M | Buy |
539,654
+369,610
| +217% | +$26.8M | 0.63% | 21 |
|
|
2022
Q2 | $13.1M | Buy |
170,044
+4,708
| +3% | +$359K | 0.22% | 115 |
|
|
2022
Q1 | $12.1M | Buy |
165,336
+57,444
| +53% | +$3.86M | 0.19% | 123 |
|
|
2021
Q4 | $6.73M | Buy |
107,892
+55,948
| +108% | +$3.28M | 0.1% | 193 |
|
|
2021
Q3 | $3.07M | Sell |
51,944
-1,052
| -2% | -$69.3K | 0.08% | 237 |
|
|
2021
Q2 | $3.54M | Buy |
52,996
+1,096
| +2% | +$71.5K | 0.09% | 210 |
|
|
2021
Q1 | $3.28M | Buy |
51,900
+3,293
| +7% | +$205K | 0.1% | 205 |
|
|
2020
Q4 | $3.02M | Sell |
48,607
-40,743
| -46% | -$2.51M | 0.1% | 196 |
|
|
2020
Q3 | $5.39M | Sell |
89,350
-18,875
| -17% | -$1.14M | 0.19% | 116 |
|
|
2020
Q2 | $6.36M | Buy |
108,225
+18,582
| +21% | +$1.11M | 0.25% | 95 |
|
|
2020
Q1 | $5M | Buy |
89,643
+13,208
| +17% | +$807K | 0.24% | 100 |
|
|
2019
Q4 | $4.91M | Buy |
76,435
+42,151
| +123% | +$2.41M | 0.2% | 122 |
|
|
2019
Q3 | $1.79M | Buy |
34,284
+23,220
| +210% | +$1.09M | 0.08% | 236 |
|
|
2019
Q2 | $502K | Buy |
11,064
+19
| +0.2% | +$885 | 0.03% | 399 |
|
|
2019
Q1 | $527K | Buy |
11,045
+884
| +9% | +$44K | 0.03% | 387 |
|
|
2018
Q4 | $528 | Sell |
10,161
-190
| -2% | -$10.2K | 0.03% | 361 |
|
|
2018
Q3 | $643K | Buy |
+10,351
| New | +$614K | 0.05% | 305 |
|
|
2018
Q2 | – | Sell |
-5,252
| Closed | -$326K | – | 539 |
|
|
2018
Q1 | $326K | Buy |
5,252
+415
| +9% | +$26.7K | 0.04% | 341 |
|
|
2017
Q4 | $299K | Buy |
4,837
+446
| +10% | +$27.9K | 0.04% | 315 |
|
|
2017
Q3 | $282K | Buy |
4,391
+9
| +0.2% | +$526 | 0.04% | 292 |
|
|
2017
Q2 | $245K | Buy |
+4,382
| New | +$238K | 0.04% | 285 |
|
|
2017
Q1 | – | Sell |
-3,628
| Closed | -$206K | – | 275 |
|
|
2016
Q4 | $206K | Buy |
+3,628
| New | +$198K | 0.06% | 238 |
|
|
2016
Q3 | – | Sell |
-21,335
| Closed | -$1.56M | – | 221 |
|
|
2016
Q2 | $1.56M | Buy |
+21,335
| New | +$1.51M | 0.65% | 45 |
|
Other funds holding BMY
VCM
VPM
NewEdge Advisors's BMY Position: Q1 2026 in Review
NewEdge Advisors increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $1.5M and bringing the position to 226,056 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #363.
NewEdge Advisors first reported a position in BMY in Q2 2016 and has held it in 37 quarters since. The position peaked at $44.5M in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- NewEdge Advisors held 226,056 shares of Bristol-Myers Squibb worth $13.7M as of Q1 2026.
- NewEdge Advisors bought 25,771 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.5M.
- Bristol-Myers Squibb made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #363 holding.
- NewEdge Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 37 quarters since.
- NewEdge Advisors's Bristol-Myers Squibb position peaked at $44.5M in Q1 2023.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.