Claro 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
Q1 | $1.52M | Buy |
25,092
+7,724
| +44% | +$450K | 0.18% | 99 |
|
|
2025
Q4 | $937K | Buy |
17,368
+825
| +5% | +$39.7K | 0.13% | 139 |
|
|
2025
Q3 | $746K | Buy |
16,543
+384
| +2% | +$17.9K | 0.11% | 169 |
|
|
2025
Q2 | $748K | Sell |
16,159
-6,374
| -28% | -$313K | 0.12% | 155 |
|
|
2025
Q1 | $1.37M | Buy |
22,533
+766
| +4% | +$44.6K | 0.18% | 101 |
|
|
2024
Q4 | $1.23M | Sell |
21,767
-2,971
| -12% | -$166K | 0.17% | 112 |
|
|
2024
Q3 | $1.28M | Buy |
24,738
+1,530
| +7% | +$71.8K | 0.17% | 121 |
|
|
2024
Q2 | $964K | Buy |
23,208
+1,429
| +7% | +$63.9K | 0.15% | 133 |
|
|
2024
Q1 | $1.18M | Buy |
21,779
+2,923
| +16% | +$149K | 0.21% | 108 |
|
|
2023
Q4 | $968K | Sell |
18,856
-3,153
| -14% | -$166K | 0.21% | 106 |
|
|
2023
Q3 | $1.28M | Buy |
22,009
+887
| +4% | +$54.3K | 0.32% | 70 |
|
|
2023
Q2 | $1.35M | Buy |
21,122
+1,382
| +7% | +$92.7K | 0.34% | 63 |
|
|
2023
Q1 | $1.37M | Buy |
19,740
+1,489
| +8% | +$105K | 0.4% | 53 |
|
|
2022
Q4 | $1.31M | Buy |
18,251
+3,076
| +20% | +$232K | 0.43% | 56 |
|
|
2022
Q3 | $1.17M | Hold |
15,175
| – | – | 0.46% | 49 |
|
|
2022
Q2 | $1.17M | Buy |
15,175
+573
| +4% | +$43.6K | 0.46% | 49 |
|
|
2022
Q1 | $910K | Hold |
14,602
| – | – | 0.33% | 76 |
|
|
2021
Q4 | $910K | Buy |
14,602
+81
| +0.6% | +$4.75K | 0.33% | 76 |
|
|
2021
Q3 | $859K | Sell |
14,521
-1,602
| -10% | -$106K | 0.36% | 71 |
|
|
2021
Q2 | $1.08M | Buy |
16,123
+105
| +0.7% | +$6.85K | 0.48% | 49 |
|
|
2021
Q1 | $1.01M | Buy |
16,018
+2,051
| +15% | +$128K | 0.51% | 49 |
|
|
2020
Q4 | $866K | Sell |
13,967
-94
| -0.7% | -$5.78K | 0.46% | 61 |
|
|
2020
Q3 | $848K | Sell |
14,061
-435
| -3% | -$26.2K | 0.54% | 43 |
|
|
2020
Q2 | $852K | Buy |
14,496
+87
| +0.6% | +$5.2K | 0.59% | 38 |
|
|
2020
Q1 | $803K | Sell |
14,409
-48
| -0.3% | -$2.93K | 0.75% | 30 |
|
|
2019
Q4 | $928K | Buy |
14,457
+1,103
| +8% | +$63.2K | 0.71% | 36 |
|
|
2019
Q3 | $677K | Sell |
13,354
-812
| -6% | -$38.2K | 0.6% | 48 |
|
|
2019
Q2 | $642K | Buy |
14,166
+85
| +0.6% | +$3.96K | 0.59% | 51 |
|
|
2019
Q1 | $672K | Sell |
14,081
-656
| -4% | -$32.7K | 0.67% | 45 |
|
|
2018
Q4 | $915K | Buy |
+14,737
| New | +$792K | 0.73% | 27 |
|
Other funds holding BMY
VCM
VPM
Claro Advisors's BMY Position: Q1 2026 in Review
Claro Advisors increased its Bristol-Myers Squibb (BMY) stake by 44% in Q1 2026, buying an estimated $450K and bringing the position to 25,092 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #99.
Claro Advisors first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Claro Advisors held 25,092 shares of Bristol-Myers Squibb worth $1.52M as of Q1 2026.
- Claro Advisors bought 7,724 Bristol-Myers Squibb shares in Q1 2026, an estimated $450K.
- Bristol-Myers Squibb made up 0.18% of Claro Advisors's portfolio in Q1 2026, its #99 holding.
- Claro Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.