Aspiriant LLC’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 | $630K | Buy |
10,387
+835
| +9% | +$48.7K | 0.02% | 193 |
|
|
2025
Q4 | $515K | Buy |
9,552
+3,349
| +54% | +$161K | 0.01% | 210 |
|
|
2025
Q3 | $280K | Sell |
6,203
-1,450
| -19% | -$67.7K | 0.01% | 258 |
|
|
2025
Q2 | $354K | Sell |
7,653
-76
| -1% | -$3.73K | 0.01% | 233 |
|
|
2025
Q1 | $471K | Buy |
7,729
+157
| +2% | +$9.15K | 0.02% | 194 |
|
|
2024
Q4 | $428K | Sell |
7,572
-520
| -6% | -$29.1K | 0.02% | 203 |
|
|
2024
Q3 | $419K | Buy |
8,092
+1,303
| +19% | +$61.1K | 0.02% | 201 |
|
|
2024
Q2 | $282K | Sell |
6,789
-2,329
| -26% | -$104K | 0.01% | 238 |
|
|
2024
Q1 | $495K | Buy |
9,118
+702
| +8% | +$35.8K | 0.02% | 199 |
|
|
2023
Q4 | $432K | Buy |
8,416
+849
| +11% | +$44.6K | 0.02% | 203 |
|
|
2023
Q3 | $439K | Sell |
7,567
-6,054
| -44% | -$371K | 0.02% | 192 |
|
|
2023
Q2 | $871K | Sell |
13,621
-736
| -5% | -$49.4K | 0.04% | 146 |
|
|
2023
Q1 | $995K | Sell |
14,357
-50
| -0.3% | -$3.53K | 0.05% | 132 |
|
|
2022
Q4 | $1.04M | Buy |
14,407
+1,388
| +11% | +$105K | 0.05% | 129 |
|
|
2022
Q3 | $925K | Buy |
13,019
+111
| +0.9% | +$8.05K | 0.05% | 127 |
|
|
2022
Q2 | $995K | Buy |
12,908
+2,707
| +27% | +$206K | 0.05% | 122 |
|
|
2022
Q1 | $745K | Sell |
10,201
-1,881
| -16% | -$126K | 0.04% | 149 |
|
|
2021
Q4 | $753K | Buy |
12,082
+4,424
| +58% | +$260K | 0.04% | 154 |
|
|
2021
Q3 | $453K | Sell |
7,658
-125
| -2% | -$8.23K | 0.03% | 168 |
|
|
2021
Q2 | $519K | Buy |
7,783
+69
| +0.9% | +$4.5K | 0.03% | 157 |
|
|
2021
Q1 | $487K | Buy |
7,714
+890
| +13% | +$55.4K | 0.03% | 150 |
|
|
2020
Q4 | $422K | Buy |
6,824
+372
| +6% | +$22.9K | 0.03% | 154 |
|
|
2020
Q3 | $390K | Buy |
6,452
+29
| +0.5% | +$1.75K | 0.03% | 166 |
|
|
2020
Q2 | $377K | Sell |
6,423
-394
| -6% | -$23.6K | 0.04% | 146 |
|
|
2020
Q1 | $381K | Sell |
6,817
-10
| -0.1% | -$611 | 0.04% | 142 |
|
|
2019
Q4 | $440K | Buy |
6,827
+724
| +12% | +$41.5K | 0.04% | 147 |
|
|
2019
Q3 | $312K | Sell |
6,103
-327
| -5% | -$15.4K | 0.03% | 176 |
|
|
2019
Q2 | $291K | Sell |
6,430
-1,607
| -20% | -$74.9K | 0.02% | 180 |
|
|
2019
Q1 | $382K | Sell |
8,037
-541
| -6% | -$26.9K | 0.03% | 165 |
|
|
2018
Q4 | $447K | Sell |
8,578
-1,176
| -12% | -$63.2K | 0.03% | 151 |
|
|
2018
Q3 | $605K | Sell |
9,754
-4,694
| -32% | -$279K | 0.05% | 144 |
|
|
2018
Q2 | $800K | Sell |
14,448
-6,845
| -32% | -$370K | 0.07% | 123 |
|
|
2018
Q1 | $1.35M | Buy |
+21,293
| New | +$1.37M | 0.12% | 88 |
|
|
2017
Q4 | – | Sell |
-15,340
| Closed | -$978K | – | 94 |
|
|
2017
Q3 | $978K | Sell |
15,340
-1,968
| -11% | -$115K | 0.08% | 107 |
|
|
2017
Q2 | $964K | Buy |
17,308
+676
| +4% | +$36.8K | 0.08% | 116 |
|
|
2017
Q1 | $905K | Buy |
+16,632
| New | +$912K | 0.08% | 121 |
|
Other funds holding BMY
VCM
VPM
Aspiriant LLC's BMY Position: Q1 2026 in Review
Aspiriant LLC increased its Bristol-Myers Squibb (BMY) stake by 8.7% in Q1 2026, buying an estimated $48.7K and bringing the position to 10,387 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #193.
Aspiriant LLC first reported a position in BMY in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.35M in Q1 2018. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Aspiriant LLC held 10,387 shares of Bristol-Myers Squibb worth $630K as of Q1 2026.
- Aspiriant LLC bought 835 Bristol-Myers Squibb shares in Q1 2026, an estimated $48.7K.
- Bristol-Myers Squibb made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #193 holding.
- Aspiriant LLC first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 36 quarters since.
- Aspiriant LLC's Bristol-Myers Squibb position peaked at $1.35M in Q1 2018.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.