Allred Capital Management’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 | $420K | Sell |
7,287
-44
| -0.6% | -$2.53K | 0.14% | 117 |
|
|
2026
Q1 | $445K | Buy |
7,331
+25
| +0.3% | +$1.46K | 0.16% | 110 |
|
|
2025
Q4 | $394K | Buy |
7,306
+23
| +0.3% | +$1.11K | 0.14% | 116 |
|
|
2025
Q3 | $328K | Sell |
7,283
-65
| -0.9% | -$3.04K | 0.11% | 134 |
|
|
2025
Q2 | $340K | Sell |
7,348
-558
| -7% | -$27.4K | 0.13% | 124 |
|
|
2025
Q1 | $482K | Sell |
7,906
-64
| -0.8% | -$3.73K | 0.19% | 102 |
|
|
2024
Q4 | $451K | Buy |
7,970
+7
| +0.1% | +$391 | 0.17% | 115 |
|
|
2024
Q3 | $412K | Sell |
7,963
-756
| -9% | -$35.5K | 0.16% | 117 |
|
|
2024
Q2 | $362K | Sell |
8,719
-546
| -6% | -$24.4K | 0.14% | 130 |
|
|
2024
Q1 | $502K | Sell |
9,265
-877
| -9% | -$44.7K | 0.2% | 109 |
|
|
2023
Q4 | $520K | Buy |
10,142
+1,088
| +12% | +$57.1K | 0.23% | 94 |
|
|
2023
Q3 | $526K | Buy |
9,054
+26
| +0.3% | +$1.59K | 0.26% | 84 |
|
|
2023
Q2 | $577K | Buy |
9,028
+72
| +0.8% | +$4.83K | 0.28% | 75 |
|
|
2023
Q1 | $621K | Sell |
8,956
-24
| -0.3% | -$1.69K | 0.33% | 63 |
|
|
2022
Q4 | $646K | Sell |
8,980
-137
| -2% | -$10.3K | 0.35% | 63 |
|
|
2022
Q3 | $648K | Sell |
9,117
-82
| -0.9% | -$5.95K | 0.4% | 55 |
|
|
2022
Q2 | $708K | Sell |
9,199
-640
| -7% | -$48.7K | 0.45% | 56 |
|
|
2022
Q1 | $718K | Buy |
9,839
+102
| +1% | +$6.85K | 0.38% | 66 |
|
|
2021
Q4 | $607K | Buy |
9,737
+315
| +3% | +$18.5K | 0.29% | 87 |
|
|
2021
Q3 | $558K | Sell |
9,422
-759
| -7% | -$50K | 0.29% | 89 |
|
|
2021
Q2 | $680K | Sell |
10,181
-284
| -3% | -$18.5K | 0.34% | 77 |
|
|
2021
Q1 | $661K | Sell |
10,465
-1,497
| -13% | -$93.1K | 0.3% | 76 |
|
|
2020
Q4 | $742K | Sell |
11,962
-46
| -0.4% | -$2.83K | 0.41% | 65 |
|
|
2020
Q3 | $723K | Buy |
12,008
+1,222
| +11% | +$73.5K | 0.44% | 65 |
|
|
2020
Q2 | $634K | Sell |
10,786
-762
| -7% | -$45.6K | 0.4% | 65 |
|
|
2020
Q1 | $643K | Buy |
11,548
+110
| +1% | +$6.72K | 0.5% | 56 |
|
|
2019
Q4 | $734K | Buy |
11,438
+40
| +0.4% | +$2.29K | 0.4% | 60 |
|
|
2019
Q3 | $577K | Buy |
11,398
+1,184
| +12% | +$55.6K | 0.35% | 78 |
|
|
2019
Q2 | $476K | Sell |
10,214
-379
| -4% | -$17.7K | 0.27% | 99 |
|
|
2019
Q1 | $495K | Buy |
10,593
+624
| +6% | +$31.1K | 0.28% | 96 |
|
|
2018
Q4 | $518K | Buy |
+9,969
| New | +$536K | 0.35% | 91 |
|
Other funds holding BMY
Allred Capital Management's BMY Position: Q2 2026 in Review
Allred Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 0.6% in Q2 2026, selling an estimated $2.53K and leaving 7,287 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #117.
Allred Capital Management first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $742K in Q4 2020. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Allred Capital Management held 7,287 shares of Bristol-Myers Squibb worth $420K as of Q2 2026.
- Allred Capital Management sold 44 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.53K.
- Bristol-Myers Squibb made up 0.14% of Allred Capital Management's portfolio in Q2 2026, its #117 holding.
- Allred Capital Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Allred Capital Management's Bristol-Myers Squibb position peaked at $742K in Q4 2020.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.