Avantax Planning Partners’s Bristol-Myers Squibb BMY Stock Holding History

Avantax Planning Partners’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	$4.07M	Sell	67,047 -7,501	-10%	-$437K	0.11%	101
2025 Q4	$4.02M	Buy	74,548 +5,070	+7%	+$244K	0.11%	98
2025 Q3	$3.13M	Buy	69,478 +9,059	+15%	+$423K	0.09%	107
2025 Q2	$2.8M	Buy	60,419 +3,542	+6%	+$174K	0.09%	118
2025 Q1	$3.47M	Sell	56,877 -6,484	-10%	-$378K	0.12%	97
2024 Q4	$3.58M	Buy	63,361 +1,705	+3%	+$95.3K	0.13%	96
2024 Q3	$3.19M	Buy	61,656 +52,158	+549%	+$2.45M	0.11%	102
2024 Q2	$394K	Sell	9,498 -1,837	-16%	-$82.2K	0.01%	322
2024 Q1	$615K	Buy	11,335 +2,137	+23%	+$109K	0.02%	265
2023 Q4	$472K	Buy	9,198 +1,000	+12%	+$52.5K	0.02%	244
2023 Q3	$476K	Sell	8,198 -347	-4%	-$21.3K	0.02%	231
2023 Q2	$546K	Sell	8,545 -1,296	-13%	-$86.9K	0.02%	223
2023 Q1	$682K	Sell	9,841 -18	-0.2%	-$1.27K	0.03%	207
2022 Q4	$709K	Sell	9,859 -308	-3%	-$23.2K	0.03%	200
2022 Q3	$723K	Sell	10,167 -4,726	-32%	-$343K	0.03%	191
2022 Q2	$1.15M	Sell	14,893 -1,473	-9%	-$112K	0.05%	142
2022 Q1	$1.2M	Sell	16,366 -17,721	-52%	-$1.19M	0.05%	144
2021 Q4	$2.13M	Sell	34,087 -1,398	-4%	-$82K	0.09%	97
2021 Q3	$2.1M	Sell	35,485 -7,314	-17%	-$482K	0.1%	83
2021 Q2	$2.86M	Buy	42,799 +11,187	+35%	+$729K	0.13%	66
2021 Q1	$2M	Sell	31,612 -1,910	-6%	-$119K	0.1%	85
2020 Q4	$2.08M	Sell	33,522 -4,603	-12%	-$283K	0.11%	79
2020 Q3	$2.3M	Sell	38,125 -633	-2%	-$38.1K	0.12%	72
2020 Q2	$2.28M	Buy	38,758 +2,767	+8%	+$166K	0.13%	66
2020 Q1	$2.01M	Buy	35,991 +17,163	+91%	+$1.05M	0.14%	60
2019 Q4	$1.21M	Buy	18,828 +2,242	+14%	+$128K	0.07%	100
2019 Q3	$841K	Buy	16,586 +300	+2%	+$14.1K	0.05%	123
2019 Q2	$745K	Sell	16,286 -876	-5%	-$40.8K	0.05%	131
2019 Q1	$819K	Buy	17,162 +1,502	+10%	+$74.8K	0.06%	116
2018 Q4	$814K	Sell	15,660 -126	-0.8%	-$6.77K	0.06%	108
2018 Q3	$980K	Buy	15,786 +1,448	+10%	+$85.9K	0.08%	79
2018 Q2	$794K	Sell	14,338 -1,418	-9%	-$76.6K	0.07%	98
2018 Q1	$997K	Buy	15,756 +223	+1%	+$14.3K	0.09%	99
2017 Q4	$952K	Sell	15,533 -1,660	-10%	-$104K	0.09%	102
2017 Q3	$1.1M	Buy	17,193 +1,890	+12%	+$110K	0.09%	108
2017 Q2	$853K	Buy	15,303 +2,979	+24%	+$162K	0.07%	127
2017 Q1	$670K	Buy	12,324 +675	+6%	+$37K	0.06%	150
2016 Q4	$681K	Buy	+11,649	New	+$637K	0.07%	134

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's BMY Position: Q1 2026 in Review

Avantax Planning Partners reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $437K and leaving 67,047 shares worth $4.07M. The position accounts for 0.11% of the portfolio, ranked #101.

Avantax Planning Partners first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Avantax Planning Partners held 67,047 shares of Bristol-Myers Squibb worth $4.07M as of Q1 2026.
Avantax Planning Partners sold 7,501 Bristol-Myers Squibb shares in Q1 2026, an estimated $437K.
Bristol-Myers Squibb made up 0.11% of Avantax Planning Partners's portfolio in Q1 2026, its #101 holding.
Avantax Planning Partners first reported a position in Bristol-Myers Squibb in Q4 2016 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 Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.