180 Wealth Advisors’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 | $908K | Sell |
15,760
-212
| -1% | -$12.2K | 0.09% | 212 |
|
|
2026
Q1 | $969K | Sell |
15,972
-298
| -2% | -$17.4K | 0.11% | 195 |
|
|
2025
Q4 | $878K | Sell |
16,270
-167
| -1% | -$8.03K | 0.1% | 200 |
|
|
2025
Q3 | $741K | Buy |
16,437
+422
| +3% | +$19.7K | 0.09% | 206 |
|
|
2025
Q2 | $741K | Sell |
16,015
-2,339
| -13% | -$115K | 0.1% | 185 |
|
|
2025
Q1 | $1.12M | Sell |
18,354
-176
| -0.9% | -$10.3K | 0.18% | 122 |
|
|
2024
Q4 | $1.05M | Sell |
18,530
-24
| -0.1% | -$1.34K | 0.16% | 124 |
|
|
2024
Q3 | $960K | Buy |
18,554
+1,877
| +11% | +$88.1K | 0.15% | 139 |
|
|
2024
Q2 | $680K | Sell |
16,677
-526
| -3% | -$23.5K | 0.11% | 169 |
|
|
2024
Q1 | $933K | Sell |
17,203
-1,762
| -9% | -$89.8K | 0.17% | 127 |
|
|
2023
Q4 | $1M | Buy |
18,965
+522
| +3% | +$27.4K | 0.2% | 115 |
|
|
2023
Q3 | $1.07M | Sell |
18,443
-666
| -3% | -$40.8K | 0.24% | 103 |
|
|
2023
Q2 | $1.23M | Sell |
19,109
-289
| -1% | -$19.4K | 0.27% | 95 |
|
|
2023
Q1 | $1.34M | Sell |
19,398
-93
| -0.5% | -$6.56K | 0.31% | 88 |
|
|
2022
Q4 | $1.42M | Buy |
19,491
+1,396
| +8% | +$105K | 0.33% | 88 |
|
|
2022
Q3 | $1.29M | Sell |
18,095
-2,097
| -10% | -$152K | 0.35% | 80 |
|
|
2022
Q2 | $1.55M | Sell |
20,192
-2,177
| -10% | -$166K | 0.4% | 73 |
|
|
2022
Q1 | $1.71M | Sell |
22,369
-739
| -3% | -$49.6K | 0.37% | 76 |
|
|
2021
Q4 | $1.47M | Sell |
23,108
-265
| -1% | -$15.5K | 0.33% | 84 |
|
|
2021
Q3 | $1.36M | Buy |
23,373
+556
| +2% | +$36.6K | 0.3% | 91 |
|
|
2021
Q2 | $1.54M | Buy |
22,817
+602
| +3% | +$39.3K | 0.35% | 81 |
|
|
2021
Q1 | $1.49M | Buy |
22,215
+876
| +4% | +$54.5K | 0.37% | 79 |
|
|
2020
Q4 | $1.42M | Buy |
21,339
+1,090
| +5% | +$67K | 0.41% | 70 |
|
|
2020
Q3 | $1.23M | Buy |
20,249
+422
| +2% | +$25.4K | 0.46% | 57 |
|
|
2020
Q2 | $1.2M | Buy |
19,827
+818
| +4% | +$48.9K | 0.48% | 54 |
|
|
2020
Q1 | $1.05M | Buy |
19,009
+2,211
| +13% | +$135K | 0.54% | 49 |
|
|
2019
Q4 | $1.12M | Buy |
16,798
+11,060
| +193% | +$633K | 0.45% | 63 |
|
|
2019
Q3 | $296K | Buy |
5,738
+50
| +0.9% | +$2.35K | 0.13% | 192 |
|
|
2019
Q2 | $257K | Sell |
5,688
-1,461
| -20% | -$68.1K | 0.12% | 204 |
|
|
2019
Q1 | $338K | Sell |
7,149
-2,713
| -28% | -$135K | 0.15% | 170 |
|
|
2018
Q4 | $612K | Hold |
9,862
| – | – | 0.29% | 106 |
|
|
2018
Q3 | $612K | Buy |
9,862
+1,298
| +15% | +$77K | 0.28% | 107 |
|
|
2018
Q2 | $474K | Buy |
8,564
+2,246
| +36% | +$121K | 0.23% | 126 |
|
|
2018
Q1 | $402K | Buy |
6,318
+576
| +10% | +$37.1K | 0.21% | 133 |
|
|
2017
Q4 | $352K | Buy |
+5,742
| New | +$359K | 0.18% | 151 |
|
Other funds holding BMY
AIM
FWIA
DLA
180 Wealth Advisors's BMY Position: Q2 2026 in Review
180 Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, selling an estimated $12.2K and leaving 15,760 shares worth $908K. The position accounts for 0.09% of the portfolio, ranked #212.
180 Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.71M in Q1 2022. 922 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- 180 Wealth Advisors held 15,760 shares of Bristol-Myers Squibb worth $908K as of Q2 2026.
- 180 Wealth Advisors sold 212 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.2K.
- Bristol-Myers Squibb made up 0.09% of 180 Wealth Advisors's portfolio in Q2 2026, its #212 holding.
- 180 Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Bristol-Myers Squibb position peaked at $1.71M in Q1 2022.
- 922 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.