Bell & Brown Wealth 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 | $2.45M | Buy |
42,598
+759
| +2% | +$43.6K | 0.74% | 46 |
|
|
2026
Q1 | $2.54M | Buy |
41,839
+63
| +0.2% | +$3.67K | 0.82% | 45 |
|
|
2025
Q4 | $2.25M | Sell |
41,776
-915
| -2% | -$44K | 0.73% | 43 |
|
|
2025
Q3 | $1.93M | Buy |
42,691
+224
| +0.5% | +$10.5K | 0.63% | 45 |
|
|
2025
Q2 | $1.97M | Sell |
42,467
-205
| -0.5% | -$10.1K | 0.7% | 45 |
|
|
2025
Q1 | $2.6M | Buy |
42,672
+1,352
| +3% | +$78.8K | 1.01% | 41 |
|
|
2024
Q4 | $2.34M | Buy |
41,320
+1,099
| +3% | +$61.4K | 0.87% | 43 |
|
|
2024
Q3 | $2.08M | Buy |
40,221
+52
| +0.1% | +$2.44K | 0.81% | 45 |
|
|
2024
Q2 | $1.67M | Buy |
40,169
+3,626
| +10% | +$162K | 0.64% | 49 |
|
|
2024
Q1 | $1.98M | Sell |
36,543
-14,009
| -28% | -$714K | 0.85% | 45 |
|
|
2023
Q4 | $2.59M | Buy |
+50,552
| New | +$2.65M | 1.2% | 36 |
|
|
2023
Q2 | $3.75M | Buy |
58,708
+636
| +1% | +$42.6K | 1.88% | 21 |
|
|
2023
Q1 | $4.02M | Sell |
58,072
-782
| -1% | -$55.2K | 2.14% | 18 |
|
|
2022
Q4 | $4.23M | Sell |
58,854
-245
| -0.4% | -$18.5K | 2.33% | 14 |
|
|
2022
Q3 | $4.2M | Sell |
59,099
-1,489
| -2% | -$108K | 2.59% | 10 |
|
|
2022
Q2 | $4.67M | Sell |
60,588
-773
| -1% | -$58.9K | 2.49% | 10 |
|
|
2022
Q1 | $4.48M | Sell |
61,361
-231
| -0.4% | -$15.5K | 2.03% | 20 |
|
|
2021
Q4 | $4.13M | Buy |
61,592
+5,758
| +10% | +$338K | 1.99% | 19 |
|
|
2021
Q3 | $3.3M | Buy |
+55,834
| New | +$3.68M | 1.78% | 23 |
|
|
2020
Q3 | $3.05M | Buy |
50,581
+1,351
| +3% | +$81.3K | 2.21% | 17 |
|
|
2020
Q2 | $2.94M | Buy |
49,230
+10,861
| +28% | +$650K | 2.3% | 16 |
|
|
2020
Q1 | $2.38M | Sell |
38,369
-2,961
| -7% | -$181K | 2.21% | 17 |
|
|
2019
Q4 | $2.75M | Buy |
41,330
+19,728
| +91% | +$1.13M | 2.05% | 15 |
|
|
2019
Q3 | $1.09M | Sell |
21,602
-1,007
| -4% | -$47.3K | 0.9% | 48 |
|
|
2019
Q2 | $1.02M | Sell |
22,609
-147
| -0.6% | -$6.85K | 0.9% | 50 |
|
|
2019
Q1 | $1.09M | Sell |
22,756
-7,026
| -24% | -$350K | 0.99% | 41 |
|
|
2018
Q4 | $1.55M | Buy |
29,782
+1,278
| +4% | +$68.7K | 1.66% | 26 |
|
|
2018
Q3 | $1.44M | Sell |
28,504
-77
| -0.3% | -$4.57K | 1.34% | 30 |
|
|
2018
Q2 | $1.58M | Buy |
28,581
+725
| +3% | +$39.2K | 1.56% | 24 |
|
|
2018
Q1 | $1.44M | Sell |
27,856
-563
| -2% | -$36.2K | 1.52% | 25 |
|
|
2017
Q4 | $1.74M | Buy |
+28,419
| New | +$1.78M | 1.81% | 15 |
|
Other funds holding BMY
Bell & Brown Wealth Advisors's BMY Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, buying an estimated $43.6K and bringing the position to 42,598 shares worth $2.45M. The position accounts for 0.74% of the portfolio, ranked #46.
Bell & Brown Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.67M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Bell & Brown Wealth Advisors held 42,598 shares of Bristol-Myers Squibb worth $2.45M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 759 Bristol-Myers Squibb shares in Q2 2026, an estimated $43.6K.
- Bristol-Myers Squibb made up 0.74% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #46 holding.
- Bell & Brown Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's Bristol-Myers Squibb position peaked at $4.67M in Q2 2022.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.