Advisory Alpha’s Bristol-Myers Squibb BMY Stock Holding History

Advisory Alpha’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$456K	Sell	7,520 -1,743	-19%	-$102K	0.01%	348
2025 Q4	$500K	Sell	9,263 -371	-4%	-$17.8K	0.01%	303
2025 Q3	$441K	Buy	9,634 +633	+7%	+$29.6K	0.01%	318
2025 Q2	$417K	Sell	9,001 -520	-5%	-$25.5K	0.01%	297
2025 Q1	$581K	Buy	9,521 +883	+10%	+$51.5K	0.02%	225
2024 Q4	$489K	Sell	8,638 -1,128	-12%	-$63K	0.02%	236
2024 Q3	$505K	Buy	9,766 +563	+6%	+$26.4K	0.02%	233
2024 Q2	$382K	Sell	9,203 -845	-8%	-$37.8K	0.02%	254
2024 Q1	$545K	Buy	10,048 +4,245	+73%	+$216K	0.02%	206
2023 Q4	$298K	Buy	+5,803	New	+$305K	0.01%	259
2023 Q1	–	Sell	-3,407	Closed	-$245K	–	283
2022 Q4	$245K	Buy	3,407 +16	+0.5%	+$1.21K	0.02%	228
2022 Q3	$241K	Sell	3,391 -90	-3%	-$6.53K	0.02%	219
2022 Q2	$268K	Buy	3,481 +113	+3%	+$8.61K	0.02%	213
2022 Q1	$246K	Buy	3,368 +110	+3%	+$7.39K	0.02%	236
2021 Q4	$203K	Buy	+3,258	New	+$191K	0.01%	255
2020 Q4	–	Sell	-1,103	Closed	-$67K	–	170
2020 Q3	$67K	Buy	+1,103	New	+$66.4K	0.01%	181
2020 Q2	–	Sell	-1,039	Closed	-$63.3K	–	148
2020 Q1	$63.3K	Sell	1,039 -1	-0.1%	-$61	0.02%	182
2019 Q4	$68.8K	Sell	1,040 -129	-11%	-$7.39K	0.02%	238
2019 Q3	$59.4K	Buy	+1,169	New	+$54.9K	0.02%	226
2019 Q2	–	Sell	-1,117	Closed	-$52.7K	–	175
2019 Q1	$52.7K	Buy	+1,117	New	+$55.6K	0.02%	230

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Alpha's BMY Position: Q1 2026 in Review

Advisory Alpha reduced its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, selling an estimated $102K and leaving 7,520 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #348.

Advisory Alpha first reported a position in BMY in Q1 2019 and has held it in 20 quarters since. The position peaked at $581K in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Advisory Alpha held 7,520 shares of Bristol-Myers Squibb worth $456K as of Q1 2026.
Advisory Alpha sold 1,743 Bristol-Myers Squibb shares in Q1 2026, an estimated $102K.
Bristol-Myers Squibb made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #348 holding.
Advisory Alpha first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 20 quarters since.
Advisory Alpha's Bristol-Myers Squibb position peaked at $581K in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.