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

Wedge 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	$30.4M	Buy	528,057 +35,072	+7%	+$2.01M	0.5%	83
2026 Q1	$29.9M	Sell	492,985 -70,425	-12%	-$4.11M	0.55%	74
2025 Q4	$30.4M	Sell	563,410 -22,306	-4%	-$1.07M	0.55%	80
2025 Q3	$26.4M	Sell	585,716 -28,384	-5%	-$1.33M	0.45%	86
2025 Q2	$28.4M	Buy	614,100 +610,086	+15,199%	+$29.9M	0.51%	84
2025 Q1	$245K	Sell	4,014 -511,384	-99%	-$29.8M	﹤0.01%	502
2024 Q4	$29.2M	Sell	515,398 -122,924	-19%	-$6.87M	0.52%	67
2024 Q3	$33M	Buy	+638,322	New	+$29.9M	0.57%	67
2024 Q2	–	Sell	-4,554	Closed	-$247K	–	487
2024 Q1	$247K	Buy	4,554 +94	+2%	+$4.79K	﹤0.01%	480
2023 Q4	$229K	Buy	4,460 +3	+0.1%	+$157	﹤0.01%	477
2023 Q3	$259K	Sell	4,457 -475,562	-99%	-$29.1M	0.01%	475
2023 Q2	$30.7M	Sell	480,019 -70,327	-13%	-$4.72M	0.49%	62
2023 Q1	$38.1M	Buy	550,346 +52,452	+11%	+$3.7M	0.64%	31
2022 Q4	$35.8M	Sell	497,894 -13,225	-3%	-$997K	0.58%	59
2022 Q3	$36.3M	Buy	511,119 +25,493	+5%	+$1.85M	0.62%	43
2022 Q2	$37.4M	Sell	485,626 -22,707	-4%	-$1.73M	0.6%	50
2022 Q1	$37.1M	Sell	508,333 -40,401	-7%	-$2.71M	0.5%	61
2021 Q4	$34.2M	Buy	548,734 +37,550	+7%	+$2.2M	0.42%	101
2021 Q3	$30.2M	Buy	511,184 +506,767	+11,473%	+$33.4M	0.39%	93
2021 Q2	$295K	Sell	4,417 -1,017	-19%	-$66.3K	﹤0.01%	346
2021 Q1	$343K	Buy	+5,434	New	+$338K	﹤0.01%	422
2020 Q1	–	Sell	-5,404	Closed	-$347K	–	527
2019 Q4	$347K	Buy	5,404 +1,332	+33%	+$76.3K	﹤0.01%	446
2019 Q3	$206K	Buy	+4,072	New	+$191K	﹤0.01%	538
2013 Q3	–	Sell	-777,769	Closed	-$34.8M	–	495
2013 Q2	$34.8M	Buy	+777,769	New	+$33.8M	0.42%	89

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wedge Capital Management increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q2 2026, buying an estimated $2.01M and bringing the position to 528,057 shares worth $30.4M. The position accounts for 0.5% of the portfolio, ranked #83.

Wedge Capital Management first reported a position in BMY in Q2 2013 and has held it in 24 quarters since. The position peaked at $38.1M in Q1 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wedge Capital Management held 528,057 shares of Bristol-Myers Squibb worth $30.4M as of Q2 2026.
Wedge Capital Management bought 35,072 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.01M.
Bristol-Myers Squibb made up 0.5% of Wedge Capital Management's portfolio in Q2 2026, its #83 holding.
Wedge Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 24 quarters since.
Wedge Capital Management's Bristol-Myers Squibb position peaked at $38.1M in Q1 2023.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.