David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Bristol-Myers Squibb Co. (BMY)
← All BMY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.06 $63.07–71.07 · VW $66.19i SEC
2022   Q4 4,175 0.06 Reduce 23.04% 0.02 $68.82–81.44 · VW $73.07i $300,000 SEC
2022   Q3 5,425 0.07 Reduce 8.44% <0.01 $67.21–81.17 · VW $76.22i $385,000 SEC
2022   Q2 5,925 0.08 Reduce 14.44% 0.01 $65.95–80.59 · VW $71.32i $456,000 SEC
2022   Q1 6,925 0.07 Add 48.13% 0.02 $67.33–78.61 · VW $73.80i $505,000 SEC
2021   Q4 4,675 0.04 Reduce 11.79% <0.01 $53.91–69.32 · VW $63.97i $291,000 SEC
2021   Q3 5,300 0.04 Reduce 5.78% <0.01 $53.22–67.29 · VW $58.05i $313,000 SEC
2021   Q2 5,625 0.05 Reduce 92.58% 0.69 $63.22–69.75 · VW $66.61i $375,000 SEC
2021   Q1 75,835 0.74 Reduce 81.68% 3.12 $58.63–67.96 · VW $64.10i $4,787,000 SEC
2020   Q4 414,057 3.82 Reduce 5.75% 0.24 $59.37–67.16 · VW $62.62i $25,683,000 SEC
2020   Q3 439,319 4.19 Add 17.53% 0.63 $56.75–66.23 · VW $61.79i $26,485,000 SEC
2020   Q2 373,781 3.72 Add 44.22% 1.14 $54.07–64.27 · VW $60.18i $21,977,000 SEC
2020   Q1 259,180 2.74 Reduce 33.79% 0.86 $45.76–65.34 · VW $56.94i $14,446,000 SEC
2019   Q4 391,442 2.55 Buy 2.55 $56.37–68.34 · VW $61.26i $25,125,000 SEC
2001   Q1 0 0.00 Sell 100.00% 0.27 $48.35–61.39 · VW $53.79i SEC
2000   Q4 5,253 0.27 Buy 0.27 $57.20–71.26 · VW $62.94i $370,000 SEC
Price snapshot:
Current price$59.34
52-week low$40.99
52-week high$61.55