Ausdal Financial Partners’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 | $1.23M | Buy |
20,237
+10,314
| +104% | +$601K | 0.05% | 324 |
|
|
2025
Q4 | $535K | Buy |
9,923
+1,215
| +14% | +$58.5K | 0.02% | 524 |
|
|
2025
Q3 | $393K | Buy |
8,708
+1,502
| +21% | +$70.1K | 0.02% | 631 |
|
|
2025
Q2 | $334K | Sell |
7,206
-1,841
| -20% | -$90.4K | 0.02% | 523 |
|
|
2025
Q1 | $552K | Buy |
9,047
+1,713
| +23% | +$99.8K | 0.04% | 372 |
|
|
2024
Q4 | $415K | Buy |
7,334
+373
| +5% | +$20.8K | 0.04% | 396 |
|
|
2024
Q3 | $360K | Sell |
6,961
-1,218
| -15% | -$57.1K | 0.04% | 370 |
|
|
2024
Q2 | $340K | Sell |
8,179
-639
| -7% | -$28.6K | 0.04% | 362 |
|
|
2024
Q1 | $478K | Buy |
8,818
+308
| +4% | +$15.7K | 0.06% | 280 |
|
|
2023
Q4 | $437K | Sell |
8,510
-263
| -3% | -$13.8K | 0.05% | 277 |
|
|
2023
Q3 | $509K | Sell |
8,773
-843
| -9% | -$51.7K | 0.07% | 246 |
|
|
2023
Q2 | $615K | Sell |
9,616
-686
| -7% | -$46K | 0.08% | 212 |
|
|
2023
Q1 | $714K | Buy |
10,302
+1,623
| +19% | +$114K | 0.1% | 200 |
|
|
2022
Q4 | $624K | Buy |
8,679
+288
| +3% | +$21.7K | 0.09% | 208 |
|
|
2022
Q3 | $596K | Buy |
8,391
+738
| +10% | +$53.5K | 0.09% | 218 |
|
|
2022
Q2 | $589K | Sell |
7,653
-232
| -3% | -$17.7K | 0.09% | 235 |
|
|
2022
Q1 | $576K | Buy |
7,885
+1,812
| +30% | +$122K | 0.08% | 252 |
|
|
2021
Q4 | $379K | Buy |
6,073
+357
| +6% | +$20.9K | 0.05% | 337 |
|
|
2021
Q3 | $338K | Buy |
5,716
+28
| +0.5% | +$1.84K | 0.05% | 337 |
|
|
2021
Q2 | $380K | Sell |
5,688
-44
| -0.8% | -$2.87K | 0.06% | 308 |
|
|
2021
Q1 | $362K | Buy |
5,732
+82
| +1% | +$5.1K | 0.06% | 307 |
|
|
2020
Q4 | $350K | Sell |
5,650
-96
| -2% | -$5.9K | 0.07% | 281 |
|
|
2020
Q3 | $346K | Buy |
5,746
+1,304
| +29% | +$78.5K | 0.08% | 234 |
|
|
2020
Q2 | $261K | Sell |
4,442
-1,470
| -25% | -$87.9K | 0.09% | 228 |
|
|
2020
Q1 | $365K | Sell |
5,912
-151
| -2% | -$9.23K | 0.13% | 171 |
|
|
2019
Q4 | $389K | Buy |
+6,063
| New | +$347K | 0.12% | 213 |
|
|
2018
Q4 | – | Sell |
-5,466
| Closed | -$339K | – | 260 |
|
|
2018
Q3 | $339K | Buy |
5,466
+268
| +5% | +$15.9K | 0.1% | 254 |
|
|
2018
Q2 | $288K | Buy |
5,198
+1,210
| +30% | +$65.3K | 0.09% | 287 |
|
|
2018
Q1 | $252K | Sell |
3,988
-924
| -19% | -$59.4K | 0.09% | 284 |
|
|
2017
Q4 | $301K | Sell |
4,912
-2,599
| -35% | -$163K | 0.11% | 248 |
|
|
2017
Q3 | $479K | Buy |
7,511
+564
| +8% | +$32.9K | 0.19% | 153 |
|
|
2017
Q2 | $387K | Buy |
6,947
+313
| +5% | +$17K | 0.17% | 173 |
|
|
2017
Q1 | $361K | Sell |
6,634
-3,261
| -33% | -$179K | 0.16% | 166 |
|
|
2016
Q4 | $578K | Sell |
9,895
-1,326
| -12% | -$72.5K | 0.27% | 99 |
|
|
2016
Q3 | $605K | Buy |
11,221
+4,276
| +62% | +$275K | 0.3% | 95 |
|
|
2016
Q2 | $511K | Buy |
6,945
+136
| +2% | +$9.61K | 0.26% | 98 |
|
|
2016
Q1 | $435K | Buy |
6,809
+375
| +6% | +$23.6K | 0.25% | 111 |
|
|
2015
Q4 | $443K | Buy |
+6,434
| New | +$425K | 0.22% | 107 |
|
Other funds holding BMY
VCM
VPM
Ausdal Financial Partners's BMY Position: Q1 2026 in Review
Ausdal Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 104% in Q1 2026, buying an estimated $601K and bringing the position to 20,237 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #324.
Ausdal Financial Partners first reported a position in BMY in Q4 2015 and has held it in 38 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Ausdal Financial Partners held 20,237 shares of Bristol-Myers Squibb worth $1.23M as of Q1 2026.
- Ausdal Financial Partners bought 10,314 Bristol-Myers Squibb shares in Q1 2026, an estimated $601K.
- Bristol-Myers Squibb made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #324 holding.
- Ausdal Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 38 quarters since.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.