Aviance Capital 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 | $2.05M | Sell |
33,804
-1,712
| -5% | -$99.8K | 0.24% | 89 |
|
|
2025
Q4 | $1.92M | Sell |
35,516
-1,175
| -3% | -$56.5K | 0.22% | 94 |
|
|
2025
Q3 | $1.65M | Buy |
36,691
+655
| +2% | +$30.6K | 0.2% | 105 |
|
|
2025
Q2 | $1.67M | Sell |
36,036
-668
| -2% | -$32.8K | 0.22% | 109 |
|
|
2025
Q1 | $2.24M | Buy |
36,704
+686
| +2% | +$40K | 0.31% | 78 |
|
|
2024
Q4 | $2.04M | Buy |
36,018
+1,605
| +5% | +$89.7K | 0.28% | 82 |
|
|
2024
Q3 | $1.78M | Sell |
34,413
-59,719
| -63% | -$2.8M | 0.23% | 103 |
|
|
2024
Q2 | $3.91M | Sell |
94,132
-2,362
| -2% | -$106K | 0.56% | 45 |
|
|
2024
Q1 | $5.23M | Buy |
96,494
+17,396
| +22% | +$886K | 0.78% | 31 |
|
|
2023
Q4 | $4.06M | Sell |
79,098
-3,555
| -4% | -$187K | 0.87% | 30 |
|
|
2023
Q3 | $4.8M | Sell |
82,653
-1,574
| -2% | -$96.4K | 1.08% | 22 |
|
|
2023
Q2 | $5.39M | Buy |
84,227
+5,366
| +7% | +$360K | 1.14% | 17 |
|
|
2023
Q1 | $5.47M | Buy |
78,861
+528
| +0.7% | +$37.2K | 1.22% | 14 |
|
|
2022
Q4 | $5.64M | Sell |
78,333
-315
| -0.4% | -$23.8K | 1.31% | 15 |
|
|
2022
Q3 | $5.59M | Sell |
78,648
-14,148
| -15% | -$1.03M | 1.39% | 5 |
|
|
2022
Q2 | $7.14M | Buy |
92,796
+3,250
| +4% | +$248K | 1.59% | 5 |
|
|
2022
Q1 | $6.54M | Buy |
89,546
+3,392
| +4% | +$228K | 1.2% | 14 |
|
|
2021
Q4 | $5.37M | Sell |
86,154
-3,064
| -3% | -$180K | 0.9% | 31 |
|
|
2021
Q3 | $5.28M | Buy |
89,218
+9,576
| +12% | +$631K | 0.93% | 29 |
|
|
2021
Q2 | $5.32M | Buy |
79,642
+7,457
| +10% | +$486K | 0.93% | 27 |
|
|
2021
Q1 | $4.56M | Sell |
72,185
-321
| -0.4% | -$20K | 0.88% | 28 |
|
|
2020
Q4 | $4.5M | Buy |
72,506
+2,252
| +3% | +$138K | 0.91% | 23 |
|
|
2020
Q3 | $4.24M | Buy |
70,254
+2,628
| +4% | +$158K | 0.95% | 23 |
|
|
2020
Q2 | $3.98M | Buy |
67,626
+4,314
| +7% | +$258K | 0.98% | 21 |
|
|
2020
Q1 | $3.53M | Buy |
63,312
+13,744
| +28% | +$840K | 1.11% | 16 |
|
|
2019
Q4 | $3.18M | Buy |
49,568
+15,495
| +45% | +$887K | 0.81% | 23 |
|
|
2019
Q3 | $1.73M | Buy |
34,073
+5,732
| +20% | +$269K | 0.51% | 51 |
|
|
2019
Q2 | $1.28M | Buy |
28,341
+2,279
| +9% | +$106K | 0.35% | 89 |
|
|
2019
Q1 | $1.24M | Buy |
26,062
+11,550
| +80% | +$575K | 0.36% | 81 |
|
|
2018
Q4 | $754K | Buy |
14,512
+166
| +1% | +$8.92K | 0.27% | 108 |
|
|
2018
Q3 | $891K | Sell |
14,346
-1,220
| -8% | -$72.4K | 0.22% | 122 |
|
|
2018
Q2 | $861K | Buy |
15,566
+70
| +0.5% | +$3.78K | 0.25% | 115 |
|
|
2018
Q1 | $980K | Sell |
15,496
-100
| -0.6% | -$6.43K | 0.3% | 97 |
|
|
2017
Q4 | $956K | Buy |
15,596
+300
| +2% | +$18.8K | 0.32% | 91 |
|
|
2017
Q3 | $975K | Sell |
15,296
-800
| -5% | -$46.7K | 0.33% | 87 |
|
|
2017
Q2 | $897K | Sell |
16,096
-300
| -2% | -$16.3K | 0.29% | 99 |
|
|
2017
Q1 | $892K | Hold |
16,396
| – | – | 0.33% | 96 |
|
|
2016
Q4 | $958K | Sell |
16,396
-5,400
| -25% | -$295K | 0.34% | 82 |
|
|
2016
Q3 | $1.18M | Sell |
21,796
-1,160
| -5% | -$74.5K | 0.42% | 69 |
|
|
2016
Q2 | $1.69M | Buy |
22,956
+440
| +2% | +$31.1K | 0.62% | 47 |
|
|
2016
Q1 | $1.44M | Sell |
22,516
-1,500
| -6% | -$94.6K | 0.5% | 50 |
|
|
2015
Q4 | $1.65M | Sell |
24,016
-240
| -1% | -$15.9K | 0.57% | 42 |
|
|
2015
Q3 | $1.44M | Hold |
24,256
| – | – | 0.59% | 48 |
|
|
2015
Q2 | $1.61M | Sell |
24,256
-1,400
| -5% | -$92.3K | 0.6% | 42 |
|
|
2015
Q1 | $1.66M | Sell |
25,656
-1,600
| -6% | -$100K | 0.61% | 43 |
|
|
2014
Q4 | $1.61M | Sell |
27,256
-300
| -1% | -$16.9K | 0.6% | 40 |
|
|
2014
Q3 | $1.41M | Sell |
27,556
-1,300
| -5% | -$64.9K | 0.53% | 47 |
|
|
2014
Q2 | $1.4M | Buy |
28,856
+1,056
| +4% | +$52K | 0.55% | 46 |
|
|
2014
Q1 | $1.44M | Sell |
27,800
-1,900
| -6% | -$101K | 0.61% | 41 |
|
|
2013
Q4 | $1.58M | Sell |
29,700
-1,346
| -4% | -$68.6K | 0.67% | 36 |
|
|
2013
Q3 | $1.44M | Sell |
31,046
-2,758
| -8% | -$121K | 0.67% | 35 |
|
|
2013
Q2 | $1.51M | Buy |
+33,804
| New | +$1.47M | 0.82% | 34 |
|
Other funds holding BMY
VCM
VPM
Aviance Capital Partners's BMY Position: Q1 2026 in Review
Aviance Capital Partners reduced its Bristol-Myers Squibb (BMY) stake by 4.8% in Q1 2026, selling an estimated $99.8K and leaving 33,804 shares worth $2.05M. The position accounts for 0.24% of the portfolio, ranked #89.
Aviance Capital Partners first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.14M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Aviance Capital Partners held 33,804 shares of Bristol-Myers Squibb worth $2.05M as of Q1 2026.
- Aviance Capital Partners sold 1,712 Bristol-Myers Squibb shares in Q1 2026, an estimated $99.8K.
- Bristol-Myers Squibb made up 0.24% of Aviance Capital Partners's portfolio in Q1 2026, its #89 holding.
- Aviance Capital Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Aviance Capital Partners's Bristol-Myers Squibb position peaked at $7.14M in Q2 2022.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.