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
2021 Q2	–	Sell	-30,000	Closed	-$1.89M	–	1658
2021 Q1	$1.89M	Buy	+30,000	New	+$1.87M	0.05%	359
2020 Q2	–	Sell	-1,800	Closed	-$100K	–	1966
2020 Q1	$100K	Sell	1,800 -54,000	-97%	-$3.3M	0.01%	589
2019 Q4	$3.58M	Buy	55,800 +400	+0.7%	+$22.9K	0.14%	101
2019 Q3	$2.81M	Buy	55,400 +25,400	+85%	+$1.19M	0.13%	123
2019 Q2	$1.36M	Buy	30,000 +25,000	+500%	+$1.16M	0.07%	279
2019 Q1	$239K	Buy	+5,000	New	+$249K	0.01%	660
2018 Q4	–	Sell	-75,000	Closed	-$4.66M	–	1788
2018 Q3	$4.66M	Buy	+75,000	New	+$4.45M	0.27%	59
2014 Q2	–	Sell	-15,400	Closed	-$800K	–	1918
2014 Q1	$800K	Buy	+15,400	New	+$819K	0.11%	247

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.