Ridgewood Investments’s Bristol-Myers Squibb BMY Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-2,800	Closed	-$2.07K	–	253
2025 Q2	$2.07K	Buy	+2,800	New	+$137K	﹤0.01%	663
2025 Q1	–	Sell	-2,800	Closed	-$10.7K	–	681
2024 Q4	$10.7K	Sell	2,800 -700	-20%	-$39.1K	0.01%	483
2024 Q3	$13.6K	Sell	3,500 -1,500	-30%	-$70.4K	0.01%	460
2024 Q2	$9.8K	Buy	5,000 +3,000	+150%	+$134K	﹤0.01%	513
2024 Q1	$4.4K	Hold	2,000	–	–	﹤0.01%	209
2023 Q4	$4.16K	Hold	2,000	–	–	﹤0.01%	192
2023 Q3	$7.6K	Buy	+2,000	New	+$123K	0.01%	176

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ridgewood Investments's BMY Position: Q2 2026 in Review

Ridgewood Investments reduced its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2026, selling an estimated $112K and leaving 39,881 shares worth $2.3M. The position accounts for 0.86% of the portfolio, ranked #23.

Ridgewood Investments first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.54M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ridgewood Investments held 39,881 shares of Bristol-Myers Squibb worth $2.3M as of Q2 2026.
Ridgewood Investments sold 1,957 Bristol-Myers Squibb shares in Q2 2026, an estimated $112K.
Bristol-Myers Squibb made up 0.86% of Ridgewood Investments's portfolio in Q2 2026, its #23 holding.
Ridgewood Investments first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
Ridgewood Investments's Bristol-Myers Squibb position peaked at $2.54M in Q1 2026.
1,240 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.