Prelude Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Prelude Capital Management’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
2023 Q1	–	Sell	-4,200	Closed	-$302K	–	1194
2022 Q4	$302K	Buy	+4,200	New	+$317K	0.02%	792
2022 Q3	–	Sell	-12,100	Closed	-$932K	–	1592
2022 Q2	$932K	Sell	12,100 -5,700	-32%	-$434K	0.03%	553
2022 Q1	$1.3M	Hold	17,800	–	–	0.04%	491
2021 Q4	$1.11M	Hold	17,800	–	–	0.03%	559
2021 Q3	$1.05M	Hold	17,800	–	–	0.03%	547
2021 Q2	$1M	Hold	17,800	–	–	0.03%	611
2021 Q1	$1.12M	Sell	17,800 -29,200	-62%	-$1.82M	0.03%	553
2020 Q4	$32K	Buy	+47,000	New	+$2.89M	﹤0.01%	1208
2019 Q4	–	Sell	-25,000	Closed	-$1.27M	–	1931
2019 Q3	$1.27M	Buy	+25,000	New	+$1.17M	0.06%	276
2019 Q2	–	Sell	-534,700	Closed	-$25.5M	–	1694
2019 Q1	$25.5M	Buy	534,700 +484,600	+967%	+$24.1M	1.44%	8
2018 Q4	$2.6M	Sell	50,100 -24,900	-33%	-$1.34M	0.17%	122
2018 Q3	$4.66M	Buy	+75,000	New	+$4.45M	0.27%	58
2018 Q2	–	Sell	-19,000	Closed	-$1.2M	–	1676
2018 Q1	$1.2M	Buy	+19,000	New	+$1.22M	0.09%	234

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prelude Capital Management's BMY Position: Q2 2026 in Review

Prelude Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 14,578 shares — an estimated $884K sold.

Prelude Capital Management first reported a position in BMY in Q3 2013 and held it in 31 quarters. The position peaked at $2.75M in Q1 2021. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Prelude Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Prelude Capital Management sold 14,578 Bristol-Myers Squibb shares in Q2 2026, an estimated $884K.
Prelude Capital Management first reported a position in Bristol-Myers Squibb in Q3 2013 and held it in 31 quarters.
Prelude Capital Management's Bristol-Myers Squibb position peaked at $2.75M in Q1 2021.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.