Acorn 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
Q1 | $530K | Buy |
8,745
+57
| +0.7% | +$3.32K | 0.15% | 133 |
|
|
2025
Q4 | $469K | Buy |
8,688
+90
| +1% | +$4.33K | 0.14% | 143 |
|
|
2025
Q3 | $388K | Buy |
8,598
+344
| +4% | +$16.1K | 0.12% | 171 |
|
|
2025
Q2 | $382K | Buy |
8,254
+51
| +0.6% | +$2.5K | 0.14% | 143 |
|
|
2025
Q1 | $500K | Buy |
8,203
+66
| +0.8% | +$3.85K | 0.21% | 104 |
|
|
2024
Q4 | $460K | Buy |
8,137
+40
| +0.5% | +$2.23K | 0.19% | 117 |
|
|
2024
Q3 | $419K | Sell |
8,097
-386
| -5% | -$18.1K | 0.18% | 113 |
|
|
2024
Q2 | $352K | Buy |
8,483
+1,772
| +26% | +$79.3K | 0.17% | 122 |
|
|
2024
Q1 | $364K | Sell |
6,711
-102
| -1% | -$5.2K | 0.19% | 112 |
|
|
2023
Q4 | $350K | Buy |
6,813
+234
| +4% | +$12.3K | 0.21% | 107 |
|
|
2023
Q3 | $382K | Buy |
6,579
+117
| +2% | +$7.17K | 0.25% | 89 |
|
|
2023
Q2 | $413K | Buy |
6,462
+10
| +0.2% | +$671 | 0.28% | 87 |
|
|
2023
Q1 | $447K | Sell |
6,452
-1
| -0% | -$71 | 0.33% | 72 |
|
|
2022
Q4 | $464K | Sell |
6,453
-109
| -2% | -$8.22K | 0.36% | 68 |
|
|
2022
Q3 | $467K | Sell |
6,562
-482
| -7% | -$35K | 0.38% | 63 |
|
|
2022
Q2 | $542K | Buy |
7,044
+156
| +2% | +$11.9K | 0.43% | 56 |
|
|
2022
Q1 | $503K | Buy |
6,888
+28
| +0.4% | +$1.88K | 0.35% | 70 |
|
|
2021
Q4 | $428K | Sell |
6,860
-196
| -3% | -$11.5K | 0.27% | 89 |
|
|
2021
Q3 | $417K | Buy |
7,056
+107
| +2% | +$7.05K | 0.29% | 84 |
|
|
2021
Q2 | $464K | Buy |
6,949
+26
| +0.4% | +$1.7K | 0.32% | 75 |
|
|
2021
Q1 | $437K | Buy |
6,923
+79
| +1% | +$4.92K | 0.31% | 77 |
|
|
2020
Q4 | $425K | Buy |
6,844
+186
| +3% | +$11.4K | 0.33% | 69 |
|
|
2020
Q3 | $401K | Sell |
6,658
-239
| -3% | -$14.4K | 0.35% | 58 |
|
|
2020
Q2 | $406K | Buy |
6,897
+102
| +2% | +$6.1K | 0.38% | 53 |
|
|
2020
Q1 | $388K | Buy |
6,795
+408
| +6% | +$24.9K | 0.43% | 49 |
|
|
2019
Q4 | $409K | Buy |
6,387
+11
| +0.2% | +$630 | 0.34% | 59 |
|
|
2019
Q3 | $375K | Buy |
6,376
+511
| +9% | +$24K | 0.32% | 64 |
|
|
2019
Q2 | $274K | Buy |
5,865
+223
| +4% | +$10.4K | 0.25% | 86 |
|
|
2019
Q1 | $262K | Buy |
5,642
+19
| +0.3% | +$946 | 0.24% | 100 |
|
|
2018
Q4 | $265K | Buy |
5,623
+10
| +0.2% | +$537 | 0.27% | 81 |
|
|
2018
Q3 | $292K | Sell |
5,613
-242
| -4% | -$14.4K | 0.29% | 82 |
|
|
2018
Q2 | $323K | Sell |
5,855
-190
| -3% | -$10.3K | 0.28% | 68 |
|
|
2018
Q1 | $316K | Buy |
6,045
+7
| +0.1% | +$450 | 0.27% | 65 |
|
|
2017
Q4 | $371K | Buy |
+6,038
| New | +$378K | 0.34% | 53 |
|
Other funds holding BMY
VCM
VPM
Acorn Wealth Advisors's BMY Position: Q1 2026 in Review
Acorn Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.66% in Q1 2026, buying an estimated $3.32K and bringing the position to 8,745 shares worth $530K. The position accounts for 0.15% of the portfolio, ranked #133.
Acorn Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. The position peaked at $542K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Acorn Wealth Advisors held 8,745 shares of Bristol-Myers Squibb worth $530K as of Q1 2026.
- Acorn Wealth Advisors bought 57 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.32K.
- Bristol-Myers Squibb made up 0.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #133 holding.
- Acorn Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's Bristol-Myers Squibb position peaked at $542K in Q2 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.