American Capital Advisory’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
$145K Buy
2,397
+29
+1% +$1.69K 0.06% 123
2025
Q4
$128K Sell
2,368
-5
-0.2% -$241 0.06% 133
2025
Q3
$107K Buy
2,373
+1
+0% +$47 0.05% 132
2025
Q2
$110K Buy
2,372
+19
+0.8% +$933 0.05% 122
2025
Q1
$144K Buy
2,353
+20
+0.9% +$1.17K 0.08% 109
2024
Q4
$132K Sell
2,333
-65
-3% -$3.63K 0.07% 111
2024
Q3
$124K Sell
2,398
-5,660
-70% -$266K 0.07% 118
2024
Q2
$413K Hold
8,058
0.3% 63
2024
Q1
$559K Hold
8,058
0.49% 50
2023
Q4
$413K Buy
+8,058
New +$423K 0.3% 63

Other funds holding BMY

American Capital Advisory's BMY Position: Q1 2026 in Review

American Capital Advisory increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, buying an estimated $1.69K and bringing the position to 2,397 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #123.

American Capital Advisory first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $559K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • American Capital Advisory held 2,397 shares of Bristol-Myers Squibb worth $145K as of Q1 2026.
  • American Capital Advisory bought 29 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.69K.
  • Bristol-Myers Squibb made up 0.06% of American Capital Advisory's portfolio in Q1 2026, its #123 holding.
  • American Capital Advisory first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • American Capital Advisory's Bristol-Myers Squibb position peaked at $559K in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.