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Bell Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bell Investment Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.9K Buy
542
+80
+17% +$4.66K 0.01% 328
2025
Q4 		$24.9K Buy
462
+97
+27% +$4.67K ﹤0.01% 387
2025
Q3 		$16.5K Sell
365
-1,480
-80% -$69.1K ﹤0.01% 465
2025
Q2 		$85.4K Buy
1,845
+1,321
+252% +$64.8K 0.01% 179
2025
Q1 		$32K Buy
524
+12
+2% +$699 0.01% 285
2024
Q4 		$29K Sell
512
-22
-4% -$1.23K 0.01% 304
2024
Q3 		$27.6K Sell
534
-11
-2% -$516 0.01% 330
2024
Q2 		$22.6K Sell
545
-992
-65% -$44.4K ﹤0.01% 371
2024
Q1 		$83.4K Buy
1,537
+236
+18% +$12K 0.02% 152
2023
Q4 		$66.8K Sell
1,301
-314
-19% -$16.5K 0.01% 169
2023
Q3 		$93.7K Buy
1,615
+364
+29% +$22.3K 0.02% 126
2023
Q2 		$80K Buy
1,251
+214
+21% +$14.3K 0.02% 128
2023
Q1 		$71.9K Buy
1,037
+18
+2% +$1.27K 0.02% 130
2022
Q4 		$73.3K Buy
1,019
+162
+19% +$12.2K 0.02% 127
2022
Q3 		$61K Sell
857
-362
-30% -$26.3K 0.02% 115
2022
Q2 		$94K Buy
+1,219
New +$92.8K 0.03% 91
2021
Q4 		$49K Buy
789
+295
+60% +$17.3K 0.01% 159
2021
Q3 		$29K Buy
+494
New +$32.5K 0.01% 216

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's BMY Position: Q1 2026 in Review

Bell Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $4.66K and bringing the position to 542 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #328.

Bell Investment Advisors first reported a position in BMY in Q3 2021 and has held it in 18 quarters since. The position peaked at $94K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Bell Investment Advisors held 542 shares of Bristol-Myers Squibb worth $32.9K as of Q1 2026.
  • Bell Investment Advisors bought 80 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.66K.
  • Bristol-Myers Squibb made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #328 holding.
  • Bell Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Bristol-Myers Squibb position peaked at $94K in Q2 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.