Beacon Pointe Advisors’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 | $13.4M | Sell |
232,697
-13,371
| -5% | -$768K | 0.06% | 278 |
|
|
2026
Q1 | $14.9M | Buy |
246,068
+64,933
| +36% | +$3.79M | 0.08% | 229 |
|
|
2025
Q4 | $9.77M | Buy |
181,135
+7,105
| +4% | +$342K | 0.07% | 262 |
|
|
2025
Q3 | $7.85M | Sell |
174,030
-25,130
| -13% | -$1.17M | 0.07% | 274 |
|
|
2025
Q2 | $9.22M | Sell |
199,160
-9,740
| -5% | -$478K | 0.1% | 193 |
|
|
2025
Q1 | $12.7M | Buy |
208,900
+1,579
| +0.8% | +$92K | 0.14% | 145 |
|
|
2024
Q4 | $11.7M | Sell |
207,321
-7,300
| -3% | -$408K | 0.13% | 150 |
|
|
2024
Q3 | $11.1M | Sell |
214,621
-13,675
| -6% | -$642K | 0.13% | 154 |
|
|
2024
Q2 | $9.48M | Sell |
228,296
-46,875
| -17% | -$2.1M | 0.11% | 164 |
|
|
2024
Q1 | $14.9M | Sell |
275,171
-35,770
| -12% | -$1.82M | 0.17% | 134 |
|
|
2023
Q4 | $16M | Sell |
310,941
-59,517
| -16% | -$3.12M | 0.19% | 124 |
|
|
2023
Q3 | $21.5M | Buy |
370,458
+71,812
| +24% | +$4.4M | 0.27% | 88 |
|
|
2023
Q2 | $19.1M | Sell |
298,646
-57,969
| -16% | -$3.89M | 0.31% | 74 |
|
|
2023
Q1 | $24.7M | Buy |
356,615
+28,789
| +9% | +$2.03M | 0.42% | 53 |
|
|
2022
Q4 | $23.6M | Buy |
327,826
+10,664
| +3% | +$804K | 0.46% | 52 |
|
|
2022
Q3 | $22.5M | Buy |
317,162
+8,956
| +3% | +$650K | 0.5% | 43 |
|
|
2022
Q2 | $23.7M | Sell |
308,206
-1,339
| -0.4% | -$102K | 0.5% | 43 |
|
|
2022
Q1 | $22.6M | Buy |
309,545
+89,500
| +41% | +$6.01M | 0.31% | 75 |
|
|
2021
Q4 | $13.7M | Sell |
220,045
-79,168
| -26% | -$4.64M | 0.36% | 67 |
|
|
2021
Q3 | $17.7M | Buy |
299,213
+149,546
| +100% | +$9.85M | 0.44% | 55 |
|
|
2021
Q2 | $10M | Buy |
149,667
+129,164
| +630% | +$8.42M | 0.35% | 67 |
|
|
2021
Q1 | $1.29M | Sell |
20,503
-6,142
| -23% | -$382K | 0.08% | 188 |
|
|
2020
Q4 | $1.65M | Buy |
26,645
+4,072
| +18% | +$250K | 0.11% | 146 |
|
|
2020
Q3 | $1.36M | Buy |
22,573
+2,760
| +14% | +$166K | 0.13% | 137 |
|
|
2020
Q2 | $1.17M | Buy |
19,813
+5,846
| +42% | +$350K | 0.12% | 147 |
|
|
2020
Q1 | $781K | Buy |
13,967
+5,696
| +69% | +$348K | 0.12% | 143 |
|
|
2019
Q4 | $529K | Buy |
8,271
+2,827
| +52% | +$162K | 0.16% | 124 |
|
|
2019
Q3 | $276K | Sell |
5,444
-2,689
| -33% | -$126K | 0.12% | 138 |
|
|
2019
Q2 | $368K | Buy |
8,133
+947
| +13% | +$44.1K | 0.13% | 142 |
|
|
2019
Q1 | $343K | Sell |
7,186
-16
| -0.2% | -$797 | 0.13% | 141 |
|
|
2018
Q4 | $374K | Buy |
+7,202
| New | +$387K | 0.23% | 109 |
|
Other funds holding BMY
Beacon Pointe Advisors's BMY Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.4% in Q2 2026, selling an estimated $768K and leaving 232,697 shares worth $13.4M. The position accounts for 0.06% of the portfolio, ranked #278.
Beacon Pointe Advisors first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.7M in Q1 2023. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Beacon Pointe Advisors held 232,697 shares of Bristol-Myers Squibb worth $13.4M as of Q2 2026.
- Beacon Pointe Advisors sold 13,371 Bristol-Myers Squibb shares in Q2 2026, an estimated $768K.
- Bristol-Myers Squibb made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #278 holding.
- Beacon Pointe Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Bristol-Myers Squibb position peaked at $24.7M in Q1 2023.
- 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.