Salomon & Ludwin
BMY icon

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
Q3 		$125K Sell
1,997
-284
-12% -$17.9K 0.01% 214
2026
Q2 		$129K Sell
2,281
-19
-0.8% -$1.09K 0.01% 215
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Salomon & Ludwin's BMY Position: Q3 2026 in Review

Salomon & Ludwin reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q3 2026, selling an estimated $17.9K and leaving 1,997 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #214.

Salomon & Ludwin first reported a position in BMY in Q4 2018 and has held it in 21 quarters since. The position peaked at $222K in Q4 2022. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Salomon & Ludwin held 1,997 shares of Bristol-Myers Squibb worth $125K as of Q3 2026.
  • Salomon & Ludwin sold 284 Bristol-Myers Squibb shares in Q3 2026, an estimated $17.9K.
  • Bristol-Myers Squibb made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #214 holding.
  • Salomon & Ludwin first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 21 quarters since.
  • Salomon & Ludwin's Bristol-Myers Squibb position peaked at $222K in Q4 2022.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.