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Salomon & Ludwin’s Bristol-Myers Squibb BMY Stock Holding History

Salomon & Ludwin’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 		$137K Sell
2,300
-72
-3% -$4.2K 0.01% 198
2025
Q4 		$126K Sell
2,372
-128
-5% -$6.16K 0.01% 203
2025
Q3 		$114K Buy
2,500
+902
+56% +$42.1K 0.01% 211
2025
Q2 		$76.1K Buy
1,598
+183
+13% +$8.98K 0.01% 215
2025
Q1 		$86.3K Hold
1,415
– – 0.01% 189
2024
Q4 		$80K Sell
1,415
-428
-23% -$23.9K 0.01% 197
2024
Q3 		$95.4K Buy
1,843
+249
+16% +$11.7K 0.01% 196
2024
Q2 		$66.2K Sell
1,594
-936
-37% -$41.9K 0.01% 231
2024
Q1 		$137K Buy
2,530
+523
+26% +$26.6K 0.01% 217
2023
Q4 		$116K Hold
2,007
– – 0.01% 210
2023
Q3 		$116K Buy
+2,007
New +$123K 0.01% 210
2023
Q2 		– Sell
-3,083
Closed -$214K – 173
2023
Q1 		$214K Hold
3,083
– – 0.03% 159
2022
Q4 		$222K Buy
+3,083
New +$232K 0.03% 156
2020
Q2 		– Sell
-459
Closed -$26K – 84
2020
Q1 		$26K Sell
459
-515
-53% -$31.5K 0.01% 125
2019
Q4 		$63K Buy
974
+540
+124% +$30.9K 0.01% 99
2019
Q3 		$22K Hold
434
– – ﹤0.01% 137
2019
Q2 		$20K Hold
434
– – ﹤0.01% 127
2019
Q1 		$21K Hold
434
– – ﹤0.01% 123
2018
Q4 		$23K Buy
+434
New +$23.3K 0.01% 118

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

Salomon & Ludwin's BMY Position: Q1 2026 in Review

Salomon & Ludwin reduced its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, selling an estimated $4.2K and leaving 2,300 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #198.

Salomon & Ludwin first reported a position in BMY in Q4 2018 and has held it in 19 quarters since. The position peaked at $222K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Salomon & Ludwin held 2,300 shares of Bristol-Myers Squibb worth $137K as of Q1 2026.
  • Salomon & Ludwin sold 72 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.2K.
  • Bristol-Myers Squibb made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #198 holding.
  • Salomon & Ludwin first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 19 quarters since.
  • Salomon & Ludwin's Bristol-Myers Squibb position peaked at $222K in Q4 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.