Ameritas Advisory Services’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
$855K Buy
14,839
+5,121
+53% +$294K 0.02% 605
2026
Q1
$589K Buy
9,718
+943
+11% +$55K 0.02% 529
2025
Q4
$473K Buy
8,775
+607
+7% +$29.2K 0.02% 585
2025
Q3
$368K Buy
8,168
+11
+0.1% +$514 0.02% 475
2025
Q2
$378K Sell
8,157
-5,891
-42% -$289K 0.02% 573
2025
Q1
$824K Sell
14,048
-1,759
-11% -$103K 0.03% 453
2024
Q4
$894K Buy
15,807
+1,357
+9% +$75.8K 0.03% 447
2024
Q3
$748K Sell
14,450
-785
-5% -$36.8K 0.03% 447
2024
Q2
$633K Sell
15,235
-2,029
-12% -$90.8K 0.02% 519
2024
Q1
$842K Buy
17,264
+9,334
+118% +$475K 0.03% 420
2023
Q4
$399K Sell
7,930
-9,392
-54% -$493K 0.02% 480
2023
Q3
$996K Buy
17,322
+9,961
+135% +$610K 0.05% 339
2023
Q2
$461K Sell
7,361
-8,690
-54% -$583K 0.06% 313
2023
Q1
$1.12M Sell
16,051
-5,373
-25% -$379K 0.06% 299
2022
Q4
$1.54M Buy
21,424
+1,859
+10% +$140K 0.07% 262
2022
Q3
$1.39M Buy
19,565
+338
+2% +$24.5K 0.08% 233
2022
Q2
$1.48M Buy
19,227
+660
+4% +$50.3K 0.09% 227
2022
Q1
$1.36M Buy
18,567
+421
+2% +$28.3K 0.05% 277
2021
Q4
$1.13M Buy
+18,146
New +$1.06M 0.04% 314

Other funds holding BMY

Ameritas Advisory Services's BMY Position: Q2 2026 in Review

Ameritas Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 53% in Q2 2026, buying an estimated $294K and bringing the position to 14,839 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #605.

Ameritas Advisory Services first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2022. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Ameritas Advisory Services held 14,839 shares of Bristol-Myers Squibb worth $855K as of Q2 2026.
  • Ameritas Advisory Services bought 5,121 Bristol-Myers Squibb shares in Q2 2026, an estimated $294K.
  • Bristol-Myers Squibb made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #605 holding.
  • Ameritas Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Bristol-Myers Squibb position peaked at $1.54M in Q4 2022.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.