Abacus Planning Group’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 | $318K | Buy |
5,517
+9
| +0.2% | +$517 | 0.04% | 199 |
|
|
2026
Q1 | $334K | Sell |
5,508
-224
| -4% | -$13.1K | 0.05% | 186 |
|
|
2025
Q4 | $309K | Buy |
5,732
+98
| +2% | +$4.71K | 0.04% | 191 |
|
|
2025
Q3 | $254K | Sell |
5,634
-343
| -6% | -$16K | 0.04% | 211 |
|
|
2025
Q2 | $277K | Sell |
5,977
-42
| -0.7% | -$2.06K | 0.04% | 193 |
|
|
2025
Q1 | $367K | Buy |
6,019
+75
| +1% | +$4.37K | 0.06% | 149 |
|
|
2024
Q4 | $336K | Buy |
5,944
+20
| +0.3% | +$1.12K | 0.06% | 153 |
|
|
2024
Q3 | $307K | Sell |
5,924
-222
| -4% | -$10.4K | 0.05% | 163 |
|
|
2024
Q2 | $255K | Sell |
6,146
-4,273
| -41% | -$191K | 0.05% | 176 |
|
|
2024
Q1 | $565K | Buy |
10,419
+1,901
| +22% | +$96.8K | 0.11% | 100 |
|
|
2023
Q4 | $437K | Sell |
8,518
-2,373
| -22% | -$125K | 0.09% | 112 |
|
|
2023
Q3 | $632K | Sell |
10,891
-731
| -6% | -$44.8K | 0.15% | 88 |
|
|
2023
Q2 | $743K | Buy |
11,622
+794
| +7% | +$53.2K | 0.18% | 81 |
|
|
2023
Q1 | $750K | Sell |
10,828
-120
| -1% | -$8.46K | 0.19% | 81 |
|
|
2022
Q4 | $788K | Buy |
10,948
+969
| +10% | +$73.1K | 0.22% | 72 |
|
|
2022
Q3 | $709K | Buy |
9,979
+160
| +2% | +$11.6K | 0.21% | 74 |
|
|
2022
Q2 | $756K | Buy |
9,819
+173
| +2% | +$13.2K | 0.22% | 79 |
|
|
2022
Q1 | $704K | Sell |
9,646
-81
| -0.8% | -$5.44K | 0.19% | 91 |
|
|
2021
Q4 | $606K | Sell |
9,727
-163
| -2% | -$9.56K | 0.16% | 97 |
|
|
2021
Q3 | $585K | Buy |
9,890
+58
| +0.6% | +$3.82K | 0.19% | 90 |
|
|
2021
Q2 | $657K | Sell |
9,832
-399
| -4% | -$26K | 0.2% | 83 |
|
|
2021
Q1 | $646K | Sell |
10,231
-100
| -1% | -$6.22K | 0.21% | 86 |
|
|
2020
Q4 | $641K | Hold |
10,331
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $623K | Hold |
10,331
| – | – | 0.23% | 76 |
|
|
2020
Q2 | $607K | Buy |
10,331
+150
| +1% | +$8.97K | 0.25% | 74 |
|
|
2020
Q1 | $567K | Buy |
10,181
+1,247
| +14% | +$76.2K | 0.28% | 68 |
|
|
2019
Q4 | $573K | Buy |
8,934
+69
| +0.8% | +$3.95K | 0.26% | 76 |
|
|
2019
Q3 | $450K | Buy |
8,865
+1,111
| +14% | +$52.2K | 0.22% | 88 |
|
|
2019
Q2 | $352K | Buy |
7,754
+49
| +0.6% | +$2.28K | 0.21% | 104 |
|
|
2019
Q1 | $368K | Hold |
7,705
| – | – | 0.23% | 93 |
|
|
2018
Q4 | $401K | Sell |
7,705
-7,680
| -50% | -$413K | 0.3% | 81 |
|
|
2018
Q3 | $955K | Hold |
15,385
| – | – | 0.64% | 35 |
|
|
2018
Q2 | $851K | Hold |
15,385
| – | – | 0.64% | 36 |
|
|
2018
Q1 | $973K | Buy |
15,385
+3,076
| +25% | +$198K | 0.79% | 28 |
|
|
2017
Q4 | $754K | Buy |
+12,309
| New | +$770K | 0.76% | 30 |
|
Other funds holding BMY
AIM
FWIA
DLA
ETC
Abacus Planning Group's BMY Position: Q2 2026 in Review
Abacus Planning Group increased its Bristol-Myers Squibb (BMY) stake by 0.16% in Q2 2026, buying an estimated $517 and bringing the position to 5,517 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #199.
Abacus Planning Group first reported a position in BMY in Q4 2017 and has held it in 35 quarters since. The position peaked at $973K in Q1 2018. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Abacus Planning Group held 5,517 shares of Bristol-Myers Squibb worth $318K as of Q2 2026.
- Abacus Planning Group bought 9 Bristol-Myers Squibb shares in Q2 2026, an estimated $517.
- Bristol-Myers Squibb made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #199 holding.
- Abacus Planning Group first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 35 quarters since.
- Abacus Planning Group's Bristol-Myers Squibb position peaked at $973K in Q1 2018.
- 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.