BMY — BRISTOL-MYERS SQUIBB CO

Ownership history in Rede Wealth, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in BRISTOL-MYERS SQUIBB CO (BMY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2022 Q2)
Avg. % of fund
0.22%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,182 +182 +3.0% 0.22% $279K $43.97
2023 Q2 UNCHANGED 6,000 — 0% 0.18% $384K $56.24
2023 Q1 UNCHANGED 6,000 — 0% 0.22% $416K $60.45
2022 Q4 ADDED 6,000 +300 +5.3% 0.23% $432K $62.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BMY price (monthly, adj. close)

Other funds also holding BMY

As of 2025 Q4 — sorted by position size

Birchview Capital, LP 3Y 7Y 9.56% SECTOR GAMMA AS 3Y 7Y 9.17% Independent Franchise Partners LLP 3Y 7Y 7.14% Catalio Capital Management, LP 6.18% FourWorld Capital Management LLC 3Y 4.64% Nepsis Inc. 3Y 7Y 4.57% COLRAIN CAPITAL LLC 3Y 7Y 4.5% BRIDGER MANAGEMENT, LLC 3Y 7Y 3.99% Sofinnova Investments, Inc. 3Y 7Y 3.52% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.9%
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