Ridgewood Investments’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 | $2.54M | Buy |
+41,838
| New | +$2.44M | 1.04% | 15 |
|
|
2025
Q3 | $1.99M | Buy |
48,602
+10,456
| +27% | +$488K | 0.84% | 28 |
|
|
2025
Q2 | $1.77M | Buy |
38,146
+10,574
| +38% | +$519K | 0.76% | 29 |
|
|
2025
Q1 | $1.53M | Sell |
27,572
-4,958
| -15% | -$289K | 0.71% | 33 |
|
|
2024
Q4 | $1.84M | Buy |
32,530
+350
| +1% | +$19.6K | 0.89% | 19 |
|
|
2024
Q3 | $1.66M | Sell |
32,180
-1,912
| -6% | -$89.7K | 0.83% | 23 |
|
|
2024
Q2 | $1.42M | Buy |
34,092
+2,911
| +9% | +$130K | 0.71% | 33 |
|
|
2024
Q1 | $1.69M | Buy |
31,181
+1,483
| +5% | +$75.5K | 0.89% | 23 |
|
|
2023
Q4 | $1.52M | Buy |
29,698
+89
| +0.3% | +$4.67K | 0.9% | 21 |
|
|
2023
Q3 | $1.72M | Buy |
29,609
+11,006
| +59% | +$674K | 1.13% | 17 |
|
|
2023
Q2 | $1.19M | Buy |
18,603
+9,186
| +98% | +$616K | 0.68% | 36 |
|
|
2023
Q1 | $653K | Hold |
9,417
| – | – | 0.4% | 71 |
|
|
2022
Q4 | $678K | Buy |
9,417
+101
| +1% | +$7.62K | 0.48% | 70 |
|
|
2022
Q3 | $662K | Hold |
9,316
| – | – | 0.55% | 54 |
|
|
2022
Q2 | $717K | Sell |
9,316
-4,569
| -33% | -$348K | 0.56% | 56 |
|
|
2022
Q1 | $1.01M | Sell |
13,885
-1,665
| -11% | -$112K | 0.67% | 39 |
|
|
2021
Q4 | $970K | Buy |
15,550
+328
| +2% | +$19.2K | 0.62% | 51 |
|
|
2021
Q3 | $901K | Sell |
15,222
-1,500
| -9% | -$98.8K | 0.61% | 53 |
|
|
2021
Q2 | $1.12M | Sell |
16,722
-9,330
| -36% | -$608K | 0.72% | 41 |
|
|
2021
Q1 | $1.65M | Sell |
26,052
-1,501
| -5% | -$93.4K | 1.01% | 16 |
|
|
2020
Q4 | $1.66M | Hold |
27,553
| – | – | 1.31% | 11 |
|
|
2020
Q3 | $1.66M | Buy |
27,553
+986
| +4% | +$59.3K | 1.3% | 11 |
|
|
2020
Q2 | $1.56M | Sell |
26,567
-193
| -0.7% | -$11.5K | 1.29% | 12 |
|
|
2020
Q1 | $1.49M | Sell |
26,760
-3,558
| -12% | -$217K | 1.51% | 8 |
|
|
2019
Q4 | $1.95M | Buy |
30,318
+1,607
| +6% | +$92K | 1.38% | 8 |
|
|
2019
Q3 | $1.46M | Buy |
28,711
+248
| +0.9% | +$11.7K | 1.13% | 11 |
|
|
2019
Q2 | $1.29M | Buy |
28,463
+10,217
| +56% | +$476K | 1.01% | 15 |
|
|
2019
Q1 | $870K | Buy |
18,246
+5,933
| +48% | +$296K | 0.72% | 32 |
|
|
2018
Q4 | $764K | Hold |
12,313
| – | – | 0.61% | 47 |
|
|
2018
Q3 | $764K | Buy |
12,313
+400
| +3% | +$23.7K | 0.61% | 47 |
|
|
2018
Q2 | $659K | Buy |
11,913
+300
| +3% | +$16.2K | 0.59% | 47 |
|
|
2018
Q1 | $735K | Sell |
11,613
-400
| -3% | -$25.7K | 0.68% | 41 |
|
|
2017
Q4 | $736K | Sell |
12,013
-200
| -2% | -$12.5K | 0.66% | 46 |
|
|
2017
Q3 | $778K | Sell |
12,213
-355
| -3% | -$20.7K | 0.74% | 35 |
|
|
2017
Q2 | $700K | Buy |
12,568
+199
| +2% | +$10.8K | 0.7% | 39 |
|
|
2017
Q1 | $673K | Hold |
12,369
| – | – | 0.72% | 41 |
|
|
2016
Q4 | $722K | Buy |
+12,369
| New | +$676K | 0.85% | 33 |
|
Other funds holding BMY
VCM
VPM
Ridgewood Investments's BMY Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 41,838 shares worth $2.54M. The stake represents 1.04% of the portfolio and ranks #15 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in BMY as recently as Q3 2025.
Ridgewood Investments first reported a position in BMY in Q4 2016 and has held it in 37 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Ridgewood Investments held 41,838 shares of Bristol-Myers Squibb worth $2.54M as of Q1 2026.
- Bristol-Myers Squibb was a new Ridgewood Investments position in Q1 2026.
- Bristol-Myers Squibb made up 1.04% of Ridgewood Investments's portfolio in Q1 2026, its #15 holding.
- Ridgewood Investments first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 37 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.