Tradewinds Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Tradewinds Capital Management’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 Q2	$71K	Buy	1,232 +13	+1%	+$746	0.01%	180
2026 Q1	$73.9K	Buy	1,219 +13	+1%	+$758	0.01%	182
2025 Q4	$65K	Buy	1,206 +16	+1%	+$770	0.01%	191
2025 Q3	$53.7K	Buy	1,190 +18	+2%	+$841	0.01%	195
2025 Q2	$54.3K	Sell	1,172 -106	-8%	-$5.2K	0.01%	184
2025 Q1	$77.9K	Buy	1,278 +12	+0.9%	+$699	0.02%	158
2024 Q4	$71.6K	Buy	1,266 +12	+1%	+$670	0.02%	177
2024 Q3	$64.9K	Buy	1,254 +15	+1%	+$704	0.02%	163
2024 Q2	$51.5K	Buy	1,239 +15	+1%	+$671	0.02%	176
2024 Q1	$66.4K	Sell	1,224 -12	-1%	-$611	0.02%	143
2023 Q4	$63.4K	Buy	1,236 +37	+3%	+$1.94K	0.03%	107
2023 Q3	$69.6K	Buy	1,199 +10	+0.8%	+$613	0.02%	100
2023 Q2	$76.1K	Buy	1,189 +10	+0.8%	+$671	0.02%	98
2023 Q1	$81.7K	Buy	1,179 +8	+0.7%	+$564	0.03%	90
2022 Q4	$84.3K	Buy	1,171 +7	+0.6%	+$528	0.04%	75
2022 Q3	$83K	Sell	1,164 -17	-1%	-$1.23K	0.03%	71
2022 Q2	$91K	Sell	1,181 -3,653	-76%	-$278K	0.03%	70
2022 Q1	$353K	Buy	4,834 +9	+0.2%	+$604	0.06%	87
2021 Q4	$301K	Sell	4,825 -1,015	-17%	-$59.5K	0.05%	98
2021 Q3	$346K	Buy	5,840 +663	+13%	+$43.7K	0.06%	85
2021 Q2	$346K	Buy	5,177 +807	+18%	+$52.6K	0.06%	83
2021 Q1	$276K	Buy	4,370 +8	+0.2%	+$498	0.05%	90
2020 Q4	$271K	Buy	4,362 +1,000	+30%	+$61.5K	0.06%	89
2020 Q3	$203K	Hold	3,362	–	–	0.05%	99
2020 Q2	$198K	Hold	3,362	–	–	0.05%	96
2020 Q1	$187K	Hold	3,362	–	–	0.06%	86
2019 Q4	$216K	Buy	3,362 +1,875	+126%	+$107K	0.07%	99
2019 Q3	$75K	Hold	1,487	–	–	0.03%	143
2019 Q2	$67K	Hold	1,487	–	–	0.03%	150
2019 Q1	$71K	Sell	1,487 -700	-32%	-$34.9K	0.03%	160
2018 Q4	$114K	Sell	2,187 -500	-19%	-$26.9K	0.06%	123
2018 Q3	$167K	Sell	2,687 -150	-5%	-$8.9K	0.06%	114
2018 Q2	$157K	Sell	2,837 -226	-7%	-$12.2K	0.07%	118
2018 Q1	$194K	Hold	3,063	–	–	0.09%	106
2017 Q4	$188K	Buy	3,063 +1,118	+57%	+$69.9K	0.09%	108
2017 Q3	$124K	Hold	1,945	–	–	0.06%	130
2017 Q2	$108K	Buy	1,945 +500	+35%	+$27.2K	0.06%	138
2017 Q1	$79K	Buy	1,445 +100	+7%	+$5.49K	0.05%	154
2016 Q4	$79K	Buy	1,345 +270	+25%	+$14.8K	0.05%	157
2016 Q3	$58K	Buy	1,075 +20	+2%	+$1.28K	0.04%	178
2016 Q2	$78K	Buy	1,055 +100	+10%	+$7.07K	0.06%	157
2016 Q1	$61K	Sell	955 -100	-9%	-$6.31K	0.04%	197
2015 Q4	$73K	Buy	1,055 +50	+5%	+$3.3K	0.05%	176
2015 Q3	$59K	Sell	1,005 -167	-14%	-$10.6K	0.05%	191
2015 Q2	$78K	Sell	1,172 -169	-13%	-$11.1K	0.05%	179
2015 Q1	$86K	Buy	1,341 +309	+30%	+$19.3K	0.06%	163
2014 Q4	$61K	Buy	1,032 +116	+13%	+$6.54K	0.04%	185
2014 Q3	$47K	Hold	916	–	–	0.04%	211
2014 Q2	$44K	Hold	916	–	–	0.03%	221
2014 Q1	$48K	Sell	916 -203	-18%	-$10.8K	0.04%	221
2013 Q4	$59K	Buy	+1,119	New	+$57K	0.05%	191

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tradewinds Capital Management's BMY Position: Q2 2026 in Review

Tradewinds Capital Management increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $746 and bringing the position to 1,232 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #180.

Tradewinds Capital Management first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $353K in Q1 2022. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Tradewinds Capital Management held 1,232 shares of Bristol-Myers Squibb worth $71K as of Q2 2026.
Tradewinds Capital Management bought 13 Bristol-Myers Squibb shares in Q2 2026, an estimated $746.
Bristol-Myers Squibb made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #180 holding.
Tradewinds Capital Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Bristol-Myers Squibb position peaked at $353K in Q1 2022.
954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.