Wedgewood Investors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285K | Sell |
4,705
-200
| -4% | -$11.7K | 0.33% | 75 |
|
|
2025
Q4 | $265K | Sell |
4,905
-700
| -12% | -$33.7K | 0.3% | 83 |
|
|
2025
Q3 | $253K | Sell |
5,605
-300
| -5% | -$14K | 0.28% | 85 |
|
|
2025
Q2 | $273K | Sell |
5,905
-25
| -0.4% | -$1.23K | 0.31% | 81 |
|
|
2025
Q1 | $362K | Sell |
5,930
-100
| -2% | -$5.83K | 0.43% | 59 |
|
|
2024
Q4 | $341K | Buy |
6,030
+15
| +0.2% | +$838 | 0.4% | 64 |
|
|
2024
Q3 | $311K | Buy |
6,015
+483
| +9% | +$22.7K | 0.34% | 75 |
|
|
2024
Q2 | $230K | Buy |
+5,532
| New | +$248K | 0.27% | 88 |
|
|
2023
Q4 | $277K | Sell |
5,393
-3,679
| -41% | -$193K | 0.34% | 79 |
|
|
2023
Q3 | $527K | Buy |
9,072
+107
| +1% | +$6.56K | 0.71% | 40 |
|
|
2023
Q2 | $573K | Buy |
8,965
+350
| +4% | +$23.5K | 0.73% | 41 |
|
|
2023
Q1 | $597K | Sell |
8,615
-55
| -0.6% | -$3.88K | 0.78% | 40 |
|
|
2022
Q4 | $624K | Buy |
8,670
+905
| +12% | +$68.2K | 0.82% | 39 |
|
|
2022
Q3 | $552K | Hold |
7,765
| – | – | 0.85% | 39 |
|
|
2022
Q2 | $598K | Hold |
7,765
| – | – | 0.85% | 41 |
|
|
2022
Q1 | $567K | Sell |
7,765
-210
| -3% | -$14.1K | 0.69% | 47 |
|
|
2021
Q4 | $497K | Hold |
7,975
| – | – | 0.59% | 53 |
|
|
2021
Q3 | $472K | Hold |
7,975
| – | – | 0.61% | 51 |
|
|
2021
Q2 | $533K | Hold |
7,975
| – | – | 0.67% | 46 |
|
|
2021
Q1 | $504K | Buy |
7,975
+200
| +3% | +$12.4K | 0.63% | 46 |
|
|
2020
Q4 | $482K | Sell |
7,775
-200
| -3% | -$12.3K | 0.63% | 48 |
|
|
2020
Q3 | $481K | Buy |
7,975
+1,166
| +17% | +$70.2K | 0.72% | 40 |
|
|
2020
Q2 | $400K | Hold |
6,809
| – | – | 0.64% | 47 |
|
|
2020
Q1 | $380K | Buy |
6,809
+15
| +0.2% | +$917 | 0.73% | 40 |
|
|
2019
Q4 | $436K | Buy |
6,794
+2,435
| +56% | +$139K | 0.62% | 49 |
|
|
2019
Q3 | $221K | Buy |
+4,359
| New | +$205K | 0.33% | 80 |
|
|
2019
Q2 | – | Sell |
-4,199
| Closed | -$200K | – | 85 |
|
|
2019
Q1 | $200K | Hold |
4,199
| – | – | 0.31% | 80 |
|
|
2018
Q4 | $218K | Hold |
4,199
| – | – | 0.4% | 72 |
|
|
2018
Q3 | $261K | Buy |
4,199
+500
| +14% | +$29.7K | 0.41% | 72 |
|
|
2018
Q2 | $205K | Hold |
3,699
| – | – | 0.35% | 82 |
|
|
2018
Q1 | $234K | Sell |
3,699
-50
| -1% | -$3.22K | 0.2% | 101 |
|
|
2017
Q4 | $230K | Sell |
3,749
-218
| -5% | -$13.6K | 0.19% | 107 |
|
|
2017
Q3 | $253K | Sell |
3,967
-100
| -2% | -$5.84K | 0.21% | 99 |
|
|
2017
Q2 | $227K | Sell |
4,067
-200
| -5% | -$10.9K | 0.2% | 107 |
|
|
2017
Q1 | $232K | Sell |
4,267
-100
| -2% | -$5.49K | 0.2% | 102 |
|
|
2016
Q4 | $255K | Hold |
4,367
| – | – | 0.23% | 94 |
|
|
2016
Q3 | $235K | Buy |
4,367
+200
| +5% | +$12.8K | 0.22% | 97 |
|
|
2016
Q2 | $307K | Buy |
4,167
+100
| +2% | +$7.07K | 0.29% | 80 |
|
|
2016
Q1 | $260K | Hold |
4,067
| – | – | 0.26% | 83 |
|
|
2015
Q4 | $280K | Buy |
4,067
+270
| +7% | +$17.8K | 0.28% | 83 |
|
|
2015
Q3 | $225K | Hold |
3,797
| – | – | 0.23% | 95 |
|
|
2015
Q2 | $253K | Hold |
3,797
| – | – | 0.24% | 94 |
|
|
2015
Q1 | $245K | Buy |
+3,797
| New | +$238K | 0.24% | 100 |
|
Other funds holding BMY
VCM
VPM
Wedgewood Investors's BMY Position: Q1 2026 in Review
Wedgewood Investors reduced its Bristol-Myers Squibb (BMY) stake by 4.1% in Q1 2026, selling an estimated $11.7K and leaving 4,705 shares worth $285K. The position accounts for 0.33% of the portfolio, ranked #75.
Wedgewood Investors first reported a position in BMY in Q1 2015 and has held it in 43 quarters since. The position peaked at $624K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Wedgewood Investors held 4,705 shares of Bristol-Myers Squibb worth $285K as of Q1 2026.
- Wedgewood Investors sold 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.7K.
- Bristol-Myers Squibb made up 0.33% of Wedgewood Investors's portfolio in Q1 2026, its #75 holding.
- Wedgewood Investors first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 43 quarters since.
- Wedgewood Investors's Bristol-Myers Squibb position peaked at $624K in Q4 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.