Wedbush Securities’s Bristol-Myers Squibb BMY Stock Holding History

Wedbush Securities’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	$4.25M	Buy	70,050 +2,990	+4%	+$174K	0.12%	125
2025 Q4	$3.62M	Buy	67,060 +12,202	+22%	+$587K	0.11%	147
2025 Q3	$2.47M	Sell	54,858 -2,099	-4%	-$98K	0.08%	187
2025 Q2	$2.64M	Buy	56,957 +1,353	+2%	+$66.4K	0.09%	163
2025 Q1	$3.39M	Sell	55,604 -1,782	-3%	-$104K	0.12%	123
2024 Q4	$3.25M	Buy	57,386 +1,618	+3%	+$90.4K	0.12%	127
2024 Q3	$2.88M	Sell	55,768 -4,346	-7%	-$204K	0.11%	142
2024 Q2	$2.5M	Buy	60,114 +1,424	+2%	+$63.7K	0.09%	162
2024 Q1	$3.18M	Buy	58,690 +12,599	+27%	+$642K	0.12%	135
2023 Q4	$2.37M	Buy	46,091 +935	+2%	+$49.1K	0.1%	146
2023 Q3	$2.62M	Buy	45,156 +1,830	+4%	+$112K	0.13%	122
2023 Q2	$2.77M	Sell	43,326 -3,246	-7%	-$218K	0.13%	124
2023 Q1	$3.23M	Sell	46,572 -461	-1%	-$32.5K	0.16%	105
2022 Q4	$3.38M	Buy	47,033 +381	+0.8%	+$28.7K	0.19%	90
2022 Q3	$3.32M	Buy	46,652 +1,011	+2%	+$73.3K	0.19%	86
2022 Q2	$3.51M	Sell	45,641 -3,932	-8%	-$299K	0.19%	86
2022 Q1	$3.62M	Sell	49,573 -3,954	-7%	-$265K	0.17%	98
2021 Q4	$3.34M	Sell	53,527 -222	-0.4%	-$13K	0.14%	115
2021 Q3	$3.18M	Buy	53,749 +1,529	+3%	+$101K	0.15%	109
2021 Q2	$3.49M	Sell	52,220 -4,450	-8%	-$290K	0.16%	101
2021 Q1	$3.58M	Buy	56,670 +11,597	+26%	+$722K	0.2%	80
2020 Q4	$2.8M	Sell	45,073 -4,880	-10%	-$300K	0.25%	86
2020 Q3	$3.01M	Sell	49,953 -8,171	-14%	-$492K	0.29%	72
2020 Q2	$3.42M	Sell	58,124 -8,296	-12%	-$496K	0.32%	66
2020 Q1	$3.7M	Buy	66,420 +1,711	+3%	+$105K	0.44%	42
2019 Q4	$4.15M	Sell	64,709 -2,167	-3%	-$124K	0.37%	53
2019 Q3	$3.39M	Buy	66,876 +4,045	+6%	+$190K	0.33%	58
2019 Q2	$2.85M	Buy	62,831 +17,226	+38%	+$802K	0.29%	70
2019 Q1	$2.18M	Buy	45,605 +1,181	+3%	+$58.8K	0.23%	94
2018 Q4	$2.31M	Sell	44,424 -2,388	-5%	-$128K	0.3%	67
2018 Q3	$2.91M	Sell	46,812 -2,556	-5%	-$152K	0.33%	55
2018 Q2	$2.73M	Buy	49,368 +7,501	+18%	+$405K	0.34%	49
2018 Q1	$2.65M	Sell	41,867 -7,972	-16%	-$513K	0.35%	52
2017 Q4	$3.05M	Sell	49,839 -7,312	-13%	-$457K	0.37%	50
2017 Q3	$3.64M	Sell	57,151 -4,779	-8%	-$279K	0.47%	39
2017 Q2	$3.45M	Sell	61,930 -5,844	-9%	-$318K	0.45%	41
2017 Q1	$3.69M	Sell	67,774 -4,992	-7%	-$274K	0.5%	32
2016 Q4	$4.25M	Sell	72,766 -16,555	-19%	-$905K	0.63%	22
2016 Q3	$4.82M	Buy	89,321 +37,604	+73%	+$2.42M	0.72%	19
2016 Q2	$3.8M	Buy	51,717 +13,153	+34%	+$929K	0.62%	23
2016 Q1	$2.46M	Buy	38,564 +2,892	+8%	+$182K	0.43%	42
2015 Q4	$2.45M	Buy	35,672 +814	+2%	+$53.8K	0.44%	43
2015 Q3	$2.06M	Sell	34,858 -714	-2%	-$45.3K	0.41%	47
2015 Q2	$2.37M	Sell	35,572 -2,880	-7%	-$190K	0.44%	37
2015 Q1	$2.48M	Buy	38,452 +2,332	+6%	+$146K	0.42%	41
2014 Q4	$2.13M	Sell	36,120 -12,538	-26%	-$707K	0.33%	54
2014 Q3	$2.49M	Buy	48,658 +4,224	+10%	+$211K	0.39%	43
2014 Q2	$2.16M	Sell	44,434 -2,566	-5%	-$126K	0.34%	61
2014 Q1	$2.44M	Sell	47,000 -26	-0.1%	-$1.38K	0.43%	45
2013 Q4	$2.5M	Sell	47,026 -2,082	-4%	-$106K	0.59%	35
2013 Q3	$2.27M	Sell	49,108 -4,767	-9%	-$209K	0.6%	34
2013 Q2	$2.41M	Buy	+53,875	New	+$2.34M	0.66%	29

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities's BMY Position: Q1 2026 in Review

Wedbush Securities increased its Bristol-Myers Squibb (BMY) stake by 4.5% in Q1 2026, buying an estimated $174K and bringing the position to 70,050 shares worth $4.25M. The position accounts for 0.12% of the portfolio, ranked #125.

Wedbush Securities first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.82M in Q3 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wedbush Securities held 70,050 shares of Bristol-Myers Squibb worth $4.25M as of Q1 2026.
Wedbush Securities bought 2,990 Bristol-Myers Squibb shares in Q1 2026, an estimated $174K.
Bristol-Myers Squibb made up 0.12% of Wedbush Securities's portfolio in Q1 2026, its #125 holding.
Wedbush Securities first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Wedbush Securities's Bristol-Myers Squibb position peaked at $4.82M in Q3 2016.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.