Westside Investment Management’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
Q2 | $397K | Buy |
6,884
+411
| +6% | +$23.6K | 0.05% | 220 |
|
|
2026
Q1 | $391K | Sell |
6,473
-148
| -2% | -$8.63K | 0.06% | 220 |
|
|
2025
Q4 | $357K | Buy |
6,621
+429
| +7% | +$20.6K | 0.06% | 209 |
|
|
2025
Q3 | $282K | Buy |
6,192
+381
| +7% | +$17.8K | 0.05% | 232 |
|
|
2025
Q2 | $270K | Sell |
5,811
-1,900
| -25% | -$93.3K | 0.05% | 221 |
|
|
2025
Q1 | $470K | Buy |
7,711
+205
| +3% | +$11.9K | 0.1% | 158 |
|
|
2024
Q4 | $425K | Buy |
7,506
+6
| +0.1% | +$335 | 0.09% | 160 |
|
|
2024
Q3 | $387K | Buy |
7,500
+7
| +0.1% | +$328 | 0.08% | 166 |
|
|
2024
Q2 | $311K | Buy |
7,493
+732
| +11% | +$32.8K | 0.07% | 184 |
|
|
2024
Q1 | $366K | Sell |
6,761
-395
| -6% | -$20.1K | 0.09% | 164 |
|
|
2023
Q4 | $367K | Buy |
7,156
+204
| +3% | +$10.7K | 0.09% | 161 |
|
|
2023
Q3 | $404K | Buy |
6,952
+4
| +0.1% | +$245 | 0.12% | 153 |
|
|
2023
Q2 | $444K | Buy |
6,948
+3
| +0% | +$201 | 0.13% | 144 |
|
|
2023
Q1 | $481K | Sell |
6,945
-59
| -0.8% | -$4.16K | 0.14% | 132 |
|
|
2022
Q4 | $14.9K | Sell |
7,004
-97
| -1% | -$7.31K | 0.04% | 179 |
|
|
2022
Q3 | $14.7K | Sell |
7,101
-985
| -12% | -$71.5K | 0.04% | 184 |
|
|
2022
Q2 | $89.1K | Buy |
8,086
+3
| +0% | +$228 | 0.2% | 98 |
|
|
2022
Q1 | $89.1K | Sell |
8,083
-105
| -1% | -$7.05K | 0.2% | 104 |
|
|
2021
Q4 | $71.8K | Sell |
8,188
-251
| -3% | -$14.7K | 0.16% | 104 |
|
|
2021
Q3 | $71.8K | Sell |
8,439
-275
| -3% | -$18.1K | 0.17% | 102 |
|
|
2021
Q2 | $80.7K | Sell |
8,714
-1,629
| -16% | -$106K | 0.19% | 95 |
|
|
2021
Q1 | $76.3K | Buy |
10,343
+1,177
| +13% | +$73.2K | 0.2% | 90 |
|
|
2020
Q4 | $62.5K | Sell |
9,166
-173
| -2% | -$10.6K | 0.17% | 88 |
|
|
2020
Q3 | $60.8K | Buy |
9,339
+2,341
| +33% | +$141K | 0.03% | 81 |
|
|
2020
Q2 | $411 | Sell |
6,998
-259
| -4% | -$15.5K | ﹤0.01% | 207 |
|
|
2020
Q1 | $404 | Buy |
+7,257
| New | +$444K | ﹤0.01% | 210 |
|
|
2019
Q2 | $325 | Buy |
+7,175
| New | +$334K | ﹤0.01% | 165 |
|
|
2018
Q4 | $366K | Sell |
7,047
-324
| -4% | -$17.4K | 0.13% | 110 |
|
|
2018
Q3 | $458K | Sell |
7,371
-3,699
| -33% | -$220K | 0.15% | 90 |
|
|
2018
Q2 | $611K | Sell |
11,070
-423
| -4% | -$22.8K | 0.22% | 74 |
|
|
2018
Q1 | $713K | Buy |
11,493
+1
| +0% | +$64 | 0.39% | 62 |
|
|
2017
Q4 | $711K | Sell |
11,492
-39
| -0.3% | -$2.44K | 0.39% | 60 |
|
|
2017
Q3 | $740K | Buy |
11,531
+1
| +0% | +$58 | 0.45% | 55 |
|
|
2017
Q2 | $645K | Buy |
11,530
+1
| +0% | +$54 | 0.42% | 58 |
|
|
2017
Q1 | $612K | Buy |
11,529
+6,864
| +147% | +$376K | 0.29% | 61 |
|
|
2016
Q4 | $265K | Buy |
+4,665
| New | +$255K | 0.18% | 80 |
|
Other funds holding BMY
AIM
FWIA
DLA
ETC
Westside Investment Management's BMY Position: Q2 2026 in Review
Westside Investment Management increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q2 2026, buying an estimated $23.6K and bringing the position to 6,884 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #220.
Westside Investment Management first reported a position in BMY in Q4 2016 and has held it in 36 quarters since. The position peaked at $740K in Q3 2017. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Westside Investment Management held 6,884 shares of Bristol-Myers Squibb worth $397K as of Q2 2026.
- Westside Investment Management bought 411 Bristol-Myers Squibb shares in Q2 2026, an estimated $23.6K.
- Bristol-Myers Squibb made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #220 holding.
- Westside Investment Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Bristol-Myers Squibb position peaked at $740K in Q3 2017.
- 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.