AC
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Avestar Capital’s Bristol-Myers Squibb BMY Stock Holding History

Avestar Capital’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 		$844K Buy
13,910
+1,041
+8% +$60.7K 0.05% 255
2025
Q4 		$694K Sell
12,869
-158
-1% -$7.6K 0.05% 276
2025
Q3 		$588K Sell
13,027
-2,397
-16% -$112K 0.04% 308
2025
Q2 		$714K Sell
15,424
-1,308
-8% -$64.2K 0.05% 270
2025
Q1 		$1.02M Buy
16,732
+1,842
+12% +$107K 0.09% 187
2024
Q4 		$842K Buy
14,890
+3,575
+32% +$200K 0.07% 199
2024
Q3 		$585K Buy
11,315
+4,293
+61% +$201K 0.06% 237
2024
Q2 		$292K Sell
7,022
-3,065
-30% -$137K 0.03% 336
2024
Q1 		$547K Buy
10,087
+4,184
+71% +$213K 0.06% 228
2023
Q4 		$303K Buy
5,903
+197
+3% +$10.3K 0.03% 291
2023
Q3 		$331K Buy
5,706
+1,719
+43% +$105K 0.05% 225
2023
Q2 		$255K Sell
3,987
-795
-17% -$53.3K 0.04% 262
2023
Q1 		$331K Buy
4,782
+5
+0.1% +$353 0.06% 213
2022
Q4 		$344K Buy
4,777
+790
+20% +$59.6K 0.06% 189
2022
Q3 		$283K Sell
3,987
-966
-20% -$70.1K 0.07% 197
2022
Q2 		$381K Sell
4,953
-1,024
-17% -$78K 0.09% 158
2022
Q1 		$437K Sell
5,977
-5,621
-48% -$377K 0.07% 249
2021
Q4 		$723K Buy
11,598
+5,907
+104% +$347K 0.09% 200
2021
Q3 		$337K Sell
5,691
-40,338
-88% -$2.66M 0.04% 316
2021
Q2 		$3.08M Buy
46,029
+8,877
+24% +$579K 0.41% 61
2021
Q1 		$2.45M Buy
37,152
+31,053
+509% +$1.93M 0.55% 31
2020
Q4 		$378K Buy
+6,099
New +$375K 0.1% 178
2019
Q3 		– Sell
-1,560
Closed -$64K – 254
2019
Q2 		$64K Buy
1,560
+159
+11% +$7.41K 0.04% 263
2019
Q1 		$63K Sell
1,401
-52
-4% -$2.59K 0.04% 256
2018
Q4 		$72K Buy
1,453
+36
+3% +$1.93K 0.05% 218
2018
Q3 		$84K Sell
1,417
-42
-3% -$2.49K 0.05% 212
2018
Q2 		$77K Buy
1,459
+118
+9% +$6.37K 0.05% 235
2018
Q1 		$82K Buy
1,341
+77
+6% +$4.95K 0.05% 192
2017
Q4 		$75K Buy
+1,264
New +$79.1K 0.06% 195

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

Avestar Capital's BMY Position: Q1 2026 in Review

Avestar Capital increased its Bristol-Myers Squibb (BMY) stake by 8.1% in Q1 2026, buying an estimated $60.7K and bringing the position to 13,910 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #255.

Avestar Capital first reported a position in BMY in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.08M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Avestar Capital held 13,910 shares of Bristol-Myers Squibb worth $844K as of Q1 2026.
  • Avestar Capital bought 1,041 Bristol-Myers Squibb shares in Q1 2026, an estimated $60.7K.
  • Bristol-Myers Squibb made up 0.05% of Avestar Capital's portfolio in Q1 2026, its #255 holding.
  • Avestar Capital first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 29 quarters since.
  • Avestar Capital's Bristol-Myers Squibb position peaked at $3.08M in Q2 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.