Bedel Financial Consulting’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 | $352K | Buy |
5,800
+10
| +0.2% | +$583 | 0.04% | 209 |
|
|
2025
Q4 | $312K | Sell |
5,790
-52
| -0.9% | -$2.5K | 0.03% | 217 |
|
|
2025
Q3 | $263K | Buy |
5,842
+12
| +0.2% | +$560 | 0.03% | 235 |
|
|
2025
Q2 | $270K | Sell |
5,830
-31
| -0.5% | -$1.52K | 0.04% | 231 |
|
|
2025
Q1 | $279K | Buy |
5,861
+171
| +3% | +$9.97K | 0.04% | 219 |
|
|
2024
Q4 | $340K | Buy |
5,690
+175
| +3% | +$9.78K | 0.05% | 200 |
|
|
2024
Q3 | $285K | Buy |
5,515
+462
| +9% | +$21.7K | 0.04% | 207 |
|
|
2024
Q2 | $210K | Sell |
5,053
-828
| -14% | -$37K | 0.03% | 239 |
|
|
2024
Q1 | $319K | Buy |
5,881
+10
| +0.2% | +$509 | 0.05% | 187 |
|
|
2023
Q4 | $301K | Buy |
5,871
+9
| +0.2% | +$472 | 0.06% | 184 |
|
|
2023
Q3 | $340K | Buy |
5,862
+7
| +0.1% | +$429 | 0.07% | 156 |
|
|
2023
Q2 | $374K | Buy |
5,855
+1,595
| +37% | +$107K | 0.08% | 151 |
|
|
2023
Q1 | $295K | Sell |
4,260
-1,594
| -27% | -$112K | 0.07% | 171 |
|
|
2022
Q4 | $421K | Hold |
5,854
| – | – | 0.1% | 127 |
|
|
2022
Q3 | $464K | Sell |
5,854
-240
| -4% | -$17.4K | 0.12% | 116 |
|
|
2022
Q2 | $469K | Sell |
6,094
-178
| -3% | -$13.6K | 0.14% | 108 |
|
|
2022
Q1 | $458K | Sell |
6,272
-46
| -0.7% | -$3.09K | 0.14% | 106 |
|
|
2021
Q4 | $394K | Sell |
6,318
-283
| -4% | -$16.6K | 0.12% | 122 |
|
|
2021
Q3 | $391K | Buy |
6,601
+5
| +0.1% | +$329 | 0.13% | 116 |
|
|
2021
Q2 | $441K | Buy |
6,596
+506
| +8% | +$33K | 0.15% | 102 |
|
|
2021
Q1 | $384K | Buy |
6,090
+1,006
| +20% | +$62.6K | 0.15% | 109 |
|
|
2020
Q4 | $315K | Sell |
5,084
-54
| -1% | -$3.32K | 0.14% | 105 |
|
|
2020
Q3 | $310K | Buy |
5,138
+5
| +0.1% | +$301 | 0.16% | 92 |
|
|
2020
Q2 | $302K | Hold |
5,133
| – | – | 0.16% | 89 |
|
|
2020
Q1 | $286K | Sell |
5,133
-390
| -7% | -$23.8K | 0.19% | 83 |
|
|
2019
Q4 | $354K | Buy |
5,523
+186
| +3% | +$10.7K | 0.2% | 90 |
|
|
2019
Q3 | $271K | Sell |
5,337
-894
| -14% | -$42K | 0.16% | 110 |
|
|
2019
Q2 | $283K | Buy |
6,231
+5
| +0.1% | +$233 | 0.17% | 109 |
|
|
2019
Q1 | $297K | Buy |
6,226
+1,005
| +19% | +$50.1K | 0.19% | 96 |
|
|
2018
Q4 | $271K | Sell |
5,221
-4,588
| -47% | -$247K | 0.2% | 92 |
|
|
2018
Q3 | $567K | Buy |
9,809
+389
| +4% | +$23.1K | 0.38% | 51 |
|
|
2018
Q2 | $521K | Buy |
9,420
+4
| +0% | +$216 | 0.38% | 53 |
|
|
2018
Q1 | $596K | Buy |
9,416
+4
| +0% | +$257 | 0.45% | 45 |
|
|
2017
Q4 | $577K | Buy |
+9,412
| New | +$589K | 0.52% | 45 |
|
Other funds holding BMY
VCM
VPM
Bedel Financial Consulting's BMY Position: Q1 2026 in Review
Bedel Financial Consulting increased its Bristol-Myers Squibb (BMY) stake by 0.17% in Q1 2026, buying an estimated $583 and bringing the position to 5,800 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #209.
Bedel Financial Consulting first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. The position peaked at $596K in Q1 2018. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Bedel Financial Consulting held 5,800 shares of Bristol-Myers Squibb worth $352K as of Q1 2026.
- Bedel Financial Consulting bought 10 Bristol-Myers Squibb shares in Q1 2026, an estimated $583.
- Bristol-Myers Squibb made up 0.04% of Bedel Financial Consulting's portfolio in Q1 2026, its #209 holding.
- Bedel Financial Consulting first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- Bedel Financial Consulting's Bristol-Myers Squibb position peaked at $596K in Q1 2018.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.