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 $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

Prelude Capital Management's BMY Position: Q1 2026 in Review

Prelude Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q1 2026, selling an estimated $183K and leaving 14,578 shares worth $884K. The position accounts for 0.07% of the portfolio, ranked #336.

Prelude Capital Management first reported a position in BMY in Q3 2013 and has held it in 31 quarters since. The position peaked at $2.75M in Q1 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Prelude Capital Management held 14,578 shares of Bristol-Myers Squibb worth $884K as of Q1 2026.
Prelude Capital Management sold 3,141 Bristol-Myers Squibb shares in Q1 2026, an estimated $183K.
Bristol-Myers Squibb made up 0.07% of Prelude Capital Management's portfolio in Q1 2026, its #336 holding.
Prelude Capital Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 31 quarters since.
Prelude Capital Management's Bristol-Myers Squibb position peaked at $2.75M in Q1 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.