Avestar Capital’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
Q2 | $922K | Buy |
16,003
+2,093
| +15% | +$120K | 0.05% | 263 |
|
|
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
Avestar Capital's BMY Position: Q2 2026 in Review
Avestar Capital increased its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 16,003 shares worth $922K. The position accounts for 0.05% of the portfolio, ranked #263.
Avestar Capital first reported a position in BMY in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.08M in Q2 2021. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Avestar Capital held 16,003 shares of Bristol-Myers Squibb worth $922K as of Q2 2026.
- Avestar Capital bought 2,093 Bristol-Myers Squibb shares in Q2 2026, an estimated $120K.
- Bristol-Myers Squibb made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #263 holding.
- Avestar Capital first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 30 quarters since.
- Avestar Capital's Bristol-Myers Squibb position peaked at $3.08M in Q2 2021.
- 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.