Advisornet Financial’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
$2.21M Sell
38,342
-322
-0.8% -$18.5K 0.1% 172
2026
Q1
$2.34M Sell
38,664
-754
-2% -$44K 0.12% 153
2025
Q4
$2.13M Buy
39,418
+2,575
+7% +$124K 0.11% 155
2025
Q3
$1.66M Sell
36,843
-471
-1% -$22K 0.09% 188
2025
Q2
$1.73M Buy
37,314
+2,028
+6% +$99.6K 0.11% 181
2025
Q1
$2.15M Buy
35,286
+479
+1% +$27.9K 0.16% 148
2024
Q4
$1.97M Sell
34,807
-1,415
-4% -$79.1K 0.16% 136
2024
Q3
$1.87M Buy
36,222
+770
+2% +$36.1K 0.14% 157
2024
Q2
$1.47M Buy
35,452
+2,073
+6% +$92.8K 0.13% 159
2024
Q1
$1.81M Buy
33,379
+4,138
+14% +$211K 0.17% 136
2023
Q4
$1.5M Sell
29,241
-1,480
-5% -$77.7K 0.14% 171
2023
Q3
$1.78M Sell
30,721
-13,124
-30% -$804K 0.16% 134
2023
Q2
$2.8M Buy
43,845
+1,760
+4% +$118K 0.24% 101
2023
Q1
$2.92M Buy
42,085
+180
+0.4% +$12.7K 0.27% 92
2022
Q4
$3.02M Sell
41,905
-198
-0.5% -$14.9K 0.3% 82
2022
Q3
$2.99M Buy
42,103
+2,430
+6% +$176K 0.3% 85
2022
Q2
$3.06M Buy
39,673
+7,211
+22% +$549K 0.3% 89
2022
Q1
$2.37M Buy
32,462
+924
+3% +$62K 0.15% 140
2021
Q4
$1.97M Sell
31,538
-296
-0.9% -$17.4K 0.12% 159
2021
Q3
$1.88M Sell
31,834
-37,318
-54% -$2.46M 0.13% 149
2021
Q2
$4.62M Buy
69,152
+1,466
+2% +$95.6K 0.31% 76
2021
Q1
$4.27M Buy
67,686
+2,542
+4% +$158K 0.3% 75
2020
Q4
$4.04M Buy
65,144
+551
+0.9% +$33.9K 0.33% 63
2020
Q3
$3.89M Buy
64,593
+1,539
+2% +$92.6K 0.33% 61
2020
Q2
$3.71M Sell
63,054
-2,888
-4% -$173K 0.3% 74
2020
Q1
$3.68M Sell
65,942
-3,848
-6% -$235K 0.34% 67
2019
Q4
$4.48M Buy
69,790
+1,492
+2% +$85.4K 0.38% 56
2019
Q3
$3.46M Buy
68,298
+277
+0.4% +$13K 0.32% 69
2019
Q2
$3.08M Buy
68,021
+35,441
+109% +$1.65M 0.34% 66
2019
Q1
$1.55M Sell
32,580
-126
-0.4% -$6.28K 0.19% 119
2018
Q4
$1.7M Sell
32,706
-320
-1% -$17.2K 0.23% 96
2018
Q3
$2.05M Buy
33,026
+728
+2% +$43.2K 0.26% 84
2018
Q2
$1.79M Buy
32,298
+642
+2% +$34.7K 0.24% 86
2018
Q1
$2M Buy
31,656
+661
+2% +$42.5K 0.28% 74
2017
Q4
$1.9M Buy
+30,995
New +$1.94M 0.29% 72

Other funds holding BMY

Advisornet Financial's BMY Position: Q2 2026 in Review

Advisornet Financial reduced its Bristol-Myers Squibb (BMY) stake by 0.83% in Q2 2026, selling an estimated $18.5K and leaving 38,342 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #172.

Advisornet Financial first reported a position in BMY in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.62M in Q2 2021. 778 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Advisornet Financial held 38,342 shares of Bristol-Myers Squibb worth $2.21M as of Q2 2026.
  • Advisornet Financial sold 322 Bristol-Myers Squibb shares in Q2 2026, an estimated $18.5K.
  • Bristol-Myers Squibb made up 0.1% of Advisornet Financial's portfolio in Q2 2026, its #172 holding.
  • Advisornet Financial first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Bristol-Myers Squibb position peaked at $4.62M in Q2 2021.
  • 778 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.