Sagewood Asset Management’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
Q2
$880K Buy
15,270
+1,058
+7% +$60.8K 0.2% 89
2026
Q1
$862K Buy
14,212
+2,738
+24% +$160K 0.27% 67
2025
Q4
$619K Buy
+11,474
New +$552K 0.22% 84

Other funds holding BMY

Sagewood Asset Management's BMY Position: Q2 2026 in Review

Sagewood Asset Management increased its Bristol-Myers Squibb (BMY) stake by 7.4% in Q2 2026, buying an estimated $60.8K and bringing the position to 15,270 shares worth $880K. The position accounts for 0.2% of the portfolio, ranked #89.

Sagewood Asset Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sagewood Asset Management held 15,270 shares of Bristol-Myers Squibb worth $880K as of Q2 2026.
  • Sagewood Asset Management bought 1,058 Bristol-Myers Squibb shares in Q2 2026, an estimated $60.8K.
  • Bristol-Myers Squibb made up 0.2% of Sagewood Asset Management's portfolio in Q2 2026, its #89 holding.
  • Sagewood Asset Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.