Checchi Capital Advisers’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 | $659K | Buy |
10,869
+1,785
| +20% | +$104K | 0.03% | 292 |
|
|
2025
Q4 | $490K | Buy |
9,084
+522
| +6% | +$25.1K | 0.03% | 325 |
|
|
2025
Q3 | $386K | Sell |
8,562
-1,318
| -13% | -$61.6K | 0.02% | 386 |
|
|
2025
Q2 | $457K | Sell |
9,880
-3,234
| -25% | -$159K | 0.03% | 357 |
|
|
2025
Q1 | $800K | Buy |
13,114
+1,076
| +9% | +$62.7K | 0.04% | 248 |
|
|
2024
Q4 | $681K | Buy |
12,038
+774
| +7% | +$43.2K | 0.04% | 261 |
|
|
2024
Q3 | $583K | Buy |
11,264
+3,025
| +37% | +$142K | 0.03% | 297 |
|
|
2024
Q2 | $342K | Sell |
8,239
-5,963
| -42% | -$267K | 0.02% | 400 |
|
|
2024
Q1 | $770K | Sell |
14,202
-1,287
| -8% | -$65.6K | 0.06% | 233 |
|
|
2023
Q4 | $795K | Sell |
15,489
-8,668
| -36% | -$455K | 0.06% | 215 |
|
|
2023
Q3 | $1.4M | Sell |
24,157
-251
| -1% | -$15.4K | 0.13% | 131 |
|
|
2023
Q2 | $1.56M | Buy |
24,408
+485
| +2% | +$32.5K | 0.14% | 121 |
|
|
2023
Q1 | $1.66M | Sell |
23,923
-168
| -0.7% | -$11.8K | 0.16% | 114 |
|
|
2022
Q4 | $1.73M | Sell |
24,091
-1,778
| -7% | -$134K | 0.18% | 109 |
|
|
2022
Q3 | $1.84M | Buy |
25,869
+65
| +0.3% | +$4.71K | 0.17% | 107 |
|
|
2022
Q2 | $1.9M | Buy |
25,804
+3,527
| +16% | +$269K | 0.16% | 103 |
|
|
2022
Q1 | $1.63M | Buy |
22,277
+2,727
| +14% | +$183K | 0.14% | 110 |
|
|
2021
Q4 | $1.22M | Sell |
19,550
-130
| -0.7% | -$7.63K | 0.11% | 134 |
|
|
2021
Q3 | $1.16M | Buy |
19,680
+203
| +1% | +$13.4K | 0.12% | 128 |
|
|
2021
Q2 | $1.3M | Buy |
19,477
+152
| +0.8% | +$9.91K | 0.13% | 126 |
|
|
2021
Q1 | $1.22M | Sell |
19,325
-280
| -1% | -$17.4K | 0.12% | 124 |
|
|
2020
Q4 | $1.22M | Sell |
19,605
-2,793
| -12% | -$172K | 0.13% | 122 |
|
|
2020
Q3 | $1.35M | Sell |
22,398
-3
| -0% | -$181 | 0.15% | 104 |
|
|
2020
Q2 | $1.32M | Buy |
22,401
+2,421
| +12% | +$145K | 0.16% | 95 |
|
|
2020
Q1 | $1.11M | Buy |
19,980
+1,363
| +7% | +$83.3K | 0.11% | 91 |
|
|
2019
Q4 | $1.2M | Buy |
18,617
+5,325
| +40% | +$305K | 0.16% | 101 |
|
|
2019
Q3 | $674K | Sell |
13,292
-638
| -5% | -$30K | 0.09% | 146 |
|
|
2019
Q2 | $632K | Buy |
13,930
+772
| +6% | +$36K | 0.08% | 160 |
|
|
2019
Q1 | $628K | Sell |
13,158
-609
| -4% | -$30.3K | 0.07% | 155 |
|
|
2018
Q4 | $716K | Sell |
13,767
-2,855
| -17% | -$153K | 0.09% | 129 |
|
|
2018
Q3 | $1.03M | Buy |
16,622
+225
| +1% | +$13.4K | 0.12% | 116 |
|
|
2018
Q2 | $907K | Buy |
16,397
+283
| +2% | +$15.3K | 0.11% | 117 |
|
|
2018
Q1 | $1.02M | Buy |
16,114
+2,602
| +19% | +$167K | 0.13% | 99 |
|
|
2017
Q4 | $828K | Sell |
13,512
-244
| -2% | -$15.3K | 0.11% | 124 |
|
|
2017
Q3 | $877K | Sell |
13,756
-65
| -0.5% | -$3.79K | 0.09% | 102 |
|
|
2017
Q2 | $770K | Sell |
13,821
-1,072
| -7% | -$58.3K | 0.08% | 116 |
|
|
2017
Q1 | $810K | Sell |
14,893
-2,472
| -14% | -$136K | 0.09% | 112 |
|
|
2016
Q4 | $1.01M | Sell |
17,365
-487
| -3% | -$26.6K | 0.14% | 84 |
|
|
2016
Q3 | $963K | Sell |
17,852
-1,245
| -7% | -$80K | 0.11% | 88 |
|
|
2016
Q2 | $1.41M | Buy |
19,097
+343
| +2% | +$24.2K | 0.16% | 68 |
|
|
2016
Q1 | $1.2M | Buy |
18,754
+633
| +3% | +$39.9K | 0.27% | 74 |
|
|
2015
Q4 | $1.25M | Buy |
18,121
+2,687
| +17% | +$178K | 0.31% | 67 |
|
|
2015
Q3 | $914K | Buy |
15,434
+520
| +3% | +$33K | 0.25% | 77 |
|
|
2015
Q2 | $992K | Sell |
14,914
-588
| -4% | -$38.8K | 0.26% | 72 |
|
|
2015
Q1 | $1M | Sell |
15,502
-27
| -0.2% | -$1.69K | 0.3% | 73 |
|
|
2014
Q4 | $917K | Buy |
15,529
+1,680
| +12% | +$94.7K | 0.34% | 65 |
|
|
2014
Q3 | $709K | Buy |
13,849
+3,685
| +36% | +$184K | 0.29% | 70 |
|
|
2014
Q2 | $493K | Buy |
10,164
+1,521
| +18% | +$75K | 0.22% | 85 |
|
|
2014
Q1 | $449K | Buy |
8,643
+1,410
| +19% | +$75K | 0.28% | 77 |
|
|
2013
Q4 | $384K | Buy |
+7,233
| New | +$368K | 0.3% | 71 |
|
Other funds holding BMY
VCM
VPM
Checchi Capital Advisers's BMY Position: Q1 2026 in Review
Checchi Capital Advisers increased its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, buying an estimated $104K and bringing the position to 10,869 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #292.
Checchi Capital Advisers first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.9M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Checchi Capital Advisers held 10,869 shares of Bristol-Myers Squibb worth $659K as of Q1 2026.
- Checchi Capital Advisers bought 1,785 Bristol-Myers Squibb shares in Q1 2026, an estimated $104K.
- Bristol-Myers Squibb made up 0.03% of Checchi Capital Advisers's portfolio in Q1 2026, its #292 holding.
- Checchi Capital Advisers first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
- Checchi Capital Advisers's Bristol-Myers Squibb position peaked at $1.9M in Q2 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.