Burney Company’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 | $1.46M | Buy |
25,296
+588
| +2% | +$33.8K | 0.04% | 294 |
|
|
2026
Q1 | $1.5M | Sell |
24,708
-38,913
| -61% | -$2.27M | 0.05% | 263 |
|
|
2025
Q4 | $3.43M | Buy |
63,621
+53,141
| +507% | +$2.56M | 0.11% | 174 |
|
|
2025
Q3 | $473K | Sell |
10,480
-312
| -3% | -$14.6K | 0.02% | 425 |
|
|
2025
Q2 | $500K | Sell |
10,792
-1,576
| -13% | -$77.4K | 0.02% | 413 |
|
|
2025
Q1 | $754K | Sell |
12,368
-385
| -3% | -$22.4K | 0.03% | 340 |
|
|
2024
Q4 | $721K | Buy |
12,753
+516
| +4% | +$28.8K | 0.03% | 363 |
|
|
2024
Q3 | $633K | Sell |
12,237
-1,534
| -11% | -$72K | 0.02% | 400 |
|
|
2024
Q2 | $572K | Sell |
13,771
-345
| -2% | -$15.4K | 0.02% | 399 |
|
|
2024
Q1 | $766K | Sell |
14,116
-347
| -2% | -$17.7K | 0.03% | 364 |
|
|
2023
Q4 | $742K | Sell |
14,463
-10,703
| -43% | -$562K | 0.03% | 364 |
|
|
2023
Q3 | $1.46M | Sell |
25,166
-34,140
| -58% | -$2.09M | 0.07% | 262 |
|
|
2023
Q2 | $3.79M | Buy |
59,306
+46,858
| +376% | +$3.14M | 0.17% | 153 |
|
|
2023
Q1 | $863K | Buy |
12,448
+20
| +0.2% | +$1.41K | 0.04% | 336 |
|
|
2022
Q4 | $894K | Sell |
12,428
-230
| -2% | -$17.3K | 0.05% | 312 |
|
|
2022
Q3 | $900K | Sell |
12,658
-67
| -0.5% | -$4.86K | 0.05% | 317 |
|
|
2022
Q2 | $980K | Sell |
12,725
-400
| -3% | -$30.5K | 0.05% | 305 |
|
|
2022
Q1 | $959K | Sell |
13,125
-221
| -2% | -$14.8K | 0.04% | 333 |
|
|
2021
Q4 | $832K | Sell |
13,346
-549
| -4% | -$32.2K | 0.04% | 355 |
|
|
2021
Q3 | $822K | Buy |
13,895
+184
| +1% | +$12.1K | 0.04% | 338 |
|
|
2021
Q2 | $916K | Sell |
13,711
-154
| -1% | -$10K | 0.04% | 330 |
|
|
2021
Q1 | $875K | Buy |
13,865
+876
| +7% | +$54.5K | 0.04% | 325 |
|
|
2020
Q4 | $806K | Sell |
12,989
-1,764
| -12% | -$108K | 0.04% | 312 |
|
|
2020
Q3 | $890K | Sell |
14,753
-11,260
| -43% | -$678K | 0.06% | 291 |
|
|
2020
Q2 | $1.53M | Sell |
26,013
-12,093
| -32% | -$723K | 0.1% | 225 |
|
|
2020
Q1 | $2.12M | Sell |
38,106
-66,469
| -64% | -$4.06M | 0.16% | 160 |
|
|
2019
Q4 | $6.71M | Buy |
104,575
+96,446
| +1,186% | +$5.52M | 0.37% | 89 |
|
|
2019
Q3 | $412K | Sell |
8,129
-496
| -6% | -$23.3K | 0.02% | 334 |
|
|
2019
Q2 | $391K | Sell |
8,625
-1,000
| -10% | -$46.6K | 0.02% | 353 |
|
|
2019
Q1 | $459K | Sell |
9,625
-380
| -4% | -$18.9K | 0.03% | 330 |
|
|
2018
Q4 | $520K | Buy |
10,005
+894
| +10% | +$48K | 0.04% | 304 |
|
|
2018
Q3 | $566K | Sell |
9,111
-4,228
| -32% | -$251K | 0.03% | 312 |
|
|
2018
Q2 | $738K | Sell |
13,339
-214
| -2% | -$11.6K | 0.04% | 282 |
|
|
2018
Q1 | $857K | Sell |
13,553
-1,049
| -7% | -$67.5K | 0.05% | 254 |
|
|
2017
Q4 | $895K | Buy |
14,602
+1,150
| +9% | +$71.9K | 0.05% | 254 |
|
|
2017
Q3 | $848K | Sell |
13,452
-8,212
| -38% | -$479K | 0.06% | 244 |
|
|
2017
Q2 | $1.21M | Buy |
21,664
+5,735
| +36% | +$312K | 0.08% | 209 |
|
|
2017
Q1 | $866K | Buy |
15,929
+8,175
| +105% | +$448K | 0.06% | 231 |
|
|
2016
Q4 | $453K | Sell |
7,754
-572
| -7% | -$31.3K | 0.03% | 269 |
|
|
2016
Q3 | $459K | Buy |
8,326
+577
| +7% | +$37.1K | 0.03% | 268 |
|
|
2016
Q2 | $570K | Sell |
7,749
-72
| -0.9% | -$5.09K | 0.04% | 246 |
|
|
2016
Q1 | $500K | Sell |
7,821
-535
| -6% | -$33.7K | 0.04% | 272 |
|
|
2015
Q4 | $578K | Hold |
8,356
| – | – | 0.04% | 241 |
|
|
2015
Q3 | $495K | Buy |
8,356
+524
| +7% | +$33.2K | 0.04% | 253 |
|
|
2015
Q2 | $521K | Sell |
7,832
-835
| -10% | -$55K | 0.04% | 267 |
|
|
2015
Q1 | $559K | Buy |
8,667
+100
| +1% | +$6.26K | 0.04% | 272 |
|
|
2014
Q4 | $506K | Sell |
8,567
-600
| -7% | -$33.8K | 0.04% | 272 |
|
|
2014
Q3 | $469K | Buy |
9,167
+295
| +3% | +$14.7K | 0.04% | 277 |
|
|
2014
Q2 | $430K | Buy |
8,872
+100
| +1% | +$4.93K | 0.04% | 296 |
|
|
2014
Q1 | $456K | Sell |
8,772
-889
| -9% | -$47.3K | 0.04% | 280 |
|
|
2013
Q4 | $513K | Sell |
9,661
-629
| -6% | -$32K | 0.05% | 274 |
|
|
2013
Q3 | $476K | Sell |
10,290
-2,734
| -21% | -$120K | 0.05% | 276 |
|
|
2013
Q2 | $582K | Buy |
+13,024
| New | +$565K | 0.07% | 237 |
|
Other funds holding BMY
AIM
FWIA
DLA
ETC
Burney Company's BMY Position: Q2 2026 in Review
Burney Company increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, buying an estimated $33.8K and bringing the position to 25,296 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #294.
Burney Company first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.71M in Q4 2019. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Burney Company held 25,296 shares of Bristol-Myers Squibb worth $1.46M as of Q2 2026.
- Burney Company bought 588 Bristol-Myers Squibb shares in Q2 2026, an estimated $33.8K.
- Bristol-Myers Squibb made up 0.04% of Burney Company's portfolio in Q2 2026, its #294 holding.
- Burney Company first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Bristol-Myers Squibb position peaked at $6.71M in Q4 2019.
- 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.