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Atlas Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Atlas Capital Advisors’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 		$1.08M Buy
17,729
+12,860
+264% +$750K 0.12% 135
2025
Q4 		$263K Buy
+4,869
New +$234K 0.03% 363
2025
Q2 		$351K Sell
7,584
-21,702
-74% -$1.07M 0.04% 308
2025
Q1 		$1.79M Buy
29,286
+10,501
+56% +$612K 0.22% 90
2024
Q4 		$1.06M Buy
18,785
+15,585
+487% +$871K 0.13% 131
2024
Q3 		$166K Sell
3,200
-1,600
-33% -$75.1K 0.03% 406
2024
Q2 		$199K Buy
4,800
+1,410
+42% +$63.1K 0.03% 380
2024
Q1 		$184K Sell
3,390
-1,410
-29% -$71.8K 0.03% 378
2023
Q4 		$246K Sell
4,800
-938
-16% -$49.2K 0.04% 332
2023
Q3 		$333K Sell
5,738
-498
-8% -$30.5K 0.05% 260
2023
Q2 		$399K Sell
6,236
-1,005
-14% -$67.4K 0.06% 244
2023
Q1 		$502K Sell
7,241
-580
-7% -$40.9K 0.08% 193
2022
Q4 		$563K Buy
7,821
+124
+2% +$9.35K 0.09% 173
2022
Q3 		$547K Sell
7,697
-1,200
-13% -$87K 0.1% 171
2022
Q2 		$685K Buy
8,897
+1,839
+26% +$140K 0.12% 149
2022
Q1 		$515K Sell
7,058
-68
-1% -$4.57K 0.08% 212
2021
Q4 		$444K Sell
7,126
-3,735
-34% -$219K 0.07% 232
2021
Q3 		$643K Sell
10,861
-961
-8% -$63.3K 0.1% 169
2021
Q2 		$790K Buy
11,822
+726
+7% +$47.3K 0.13% 140
2021
Q1 		$700K Sell
11,096
-9,423
-46% -$586K 0.14% 150
2020
Q4 		$1.27M Sell
20,519
-9,093
-31% -$559K 0.27% 80
2020
Q3 		$1.79M Sell
29,612
-1,541
-5% -$92.7K 0.42% 51
2020
Q2 		$1.83M Buy
31,153
+2,266
+8% +$136K 0.43% 49
2020
Q1 		$1.54M Buy
28,887
+20,846
+259% +$1.27M 0.46% 47
2019
Q4 		$516K Buy
8,041
+1,842
+30% +$105K 0.13% 194
2019
Q3 		$314K Sell
6,199
-645
-9% -$30.3K 0.09% 256
2019
Q2 		$310K Buy
+6,844
New +$319K 0.1% 234
2019
Q1 		– Sell
-1,331
Closed -$69.2K – 564
2018
Q4 		$69.2K Hold
1,331
– – 0.03% 377
2018
Q3 		$83.4K Hold
1,331
– – 0.03% 375
2018
Q2 		$75.4K Buy
+1,331
New +$71.9K 0.03% 369

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Capital Advisors's BMY Position: Q1 2026 in Review

Atlas Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 264% in Q1 2026, buying an estimated $750K and bringing the position to 17,729 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #135.

Atlas Capital Advisors first reported a position in BMY in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.83M in Q2 2020. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Atlas Capital Advisors held 17,729 shares of Bristol-Myers Squibb worth $1.08M as of Q1 2026.
  • Atlas Capital Advisors bought 12,860 Bristol-Myers Squibb shares in Q1 2026, an estimated $750K.
  • Bristol-Myers Squibb made up 0.12% of Atlas Capital Advisors's portfolio in Q1 2026, its #135 holding.
  • Atlas Capital Advisors first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 30 quarters since.
  • Atlas Capital Advisors's Bristol-Myers Squibb position peaked at $1.83M in Q2 2020.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.