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Redwood Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Redwood Investment 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
2026
Q1 		$855K Sell
14,098
-2,260
-14% -$132K 0.11% 178
2025
Q4 		$882K Sell
16,358
-9,734
-37% -$468K 0.1% 198
2025
Q3 		$1.18M Sell
26,092
-13,137
-33% -$614K 0.13% 212
2025
Q2 		$1.82M Buy
39,229
+5,937
+18% +$291K 0.19% 98
2025
Q1 		$2.03M Sell
33,292
-9,217
-22% -$537K 0.22% 77
2024
Q4 		$2.4M Sell
42,509
-98,724
-70% -$5.52M 0.23% 67
2024
Q3 		$7.2M Sell
141,233
-10,217
-7% -$479K 0.64% 18
2024
Q2 		$6.75M Buy
151,450
+7,338
+5% +$328K 0.58% 34
2024
Q1 		$7.82M Buy
144,112
+8,554
+6% +$436K 0.74% 23
2023
Q4 		$6.96M Buy
135,558
+126,893
+1,464% +$6.66M 0.64% 24
2023
Q3 		$503K Buy
+8,665
New +$531K 0.04% 269
2023
Q2 		– Sell
-24,074
Closed -$1.67M – 233
2023
Q1 		$1.67M Buy
24,074
+21,158
+726% +$1.49M 0.18% 135
2022
Q4 		$210K Buy
+2,916
New +$220K 0.03% 244
2022
Q3 		– Sell
-16,005
Closed -$1.23M – 212
2022
Q2 		$1.23M Buy
+16,005
New +$1.22M 0.21% 108
2022
Q1 		– Sell
-29,344
Closed -$1.83M – 278
2021
Q4 		$1.83M Buy
+29,344
New +$1.72M 0.24% 90
2020
Q1 		– Sell
-6,925
Closed -$445K – 160
2019
Q4 		$445K Buy
6,925
+459
+7% +$26.3K 0.11% 186
2019
Q3 		$328K Sell
6,466
-282
-4% -$13.3K 0.09% 210
2019
Q2 		$306K Buy
+6,748
New +$314K 0.09% 221

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Investment Management's BMY Position: Q1 2026 in Review

Redwood Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, selling an estimated $132K and leaving 14,098 shares worth $855K. The position accounts for 0.11% of the portfolio, ranked #178.

Redwood Investment Management first reported a position in BMY in Q2 2019 and has held it in 18 quarters since. The position peaked at $7.82M in Q1 2024. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Redwood Investment Management held 14,098 shares of Bristol-Myers Squibb worth $855K as of Q1 2026.
  • Redwood Investment Management sold 2,260 Bristol-Myers Squibb shares in Q1 2026, an estimated $132K.
  • Bristol-Myers Squibb made up 0.11% of Redwood Investment Management's portfolio in Q1 2026, its #178 holding.
  • Redwood Investment Management first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 18 quarters since.
  • Redwood Investment Management's Bristol-Myers Squibb position peaked at $7.82M in Q1 2024.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.