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Clearstead Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Clearstead 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 		$9.18M Buy
151,329
+25,436
+20% +$1.48M 0.08% 173
2025
Q4 		$6.79M Buy
125,893
+8,673
+7% +$417K 0.09% 169
2025
Q3 		$5.29M Sell
117,220
-1,735
-1% -$81K 0.07% 197
2025
Q2 		$5.51M Buy
118,955
+8,330
+8% +$409K 0.08% 186
2025
Q1 		$6.75M Sell
110,625
-1,072
-1% -$62.5K 0.1% 148
2024
Q4 		$6.32M Sell
111,697
-9,035
-7% -$505K 0.1% 157
2024
Q3 		$6.25M Sell
120,732
-2,819
-2% -$132K 0.1% 162
2024
Q2 		$5.13M Buy
123,551
+63,325
+105% +$2.83M 0.09% 174
2024
Q1 		$2.71M Sell
60,226
-6,574
-10% -$335K 0.13% 124
2023
Q4 		$3.43M Sell
66,800
-93,126
-58% -$4.89M 0.18% 102
2023
Q3 		$9.28M Buy
159,926
+84,806
+113% +$5.2M 0.27% 80
2023
Q2 		$4.8M Sell
75,120
-541
-0.7% -$36.3K 0.29% 72
2023
Q1 		$5.24M Sell
75,661
-102
-0.1% -$7.19K 0.38% 58
2022
Q4 		$5.45M Buy
75,763
+4,972
+7% +$375K 0.43% 50
2022
Q3 		$5.03M Sell
70,791
-4,043
-5% -$293K 0.46% 47
2022
Q2 		$5.76M Sell
74,834
-214
-0.3% -$16.3K 0.45% 51
2022
Q1 		$5.48M Buy
75,048
+926
+1% +$62.2K 0.37% 58
2021
Q4 		$4.62M Buy
74,122
+1,369
+2% +$80.3K 0.31% 64
2021
Q3 		$4.3M Buy
72,753
+1,403
+2% +$92.4K 0.32% 65
2021
Q2 		$4.77M Buy
71,350
+7,126
+11% +$465K 0.37% 59
2021
Q1 		$4.05M Buy
64,224
+5,200
+9% +$324K 0.34% 62
2020
Q4 		$3.66M Sell
59,024
-1,346
-2% -$82.8K 0.33% 63
2020
Q3 		$3.64M Sell
60,370
-7,340
-11% -$442K 0.39% 58
2020
Q2 		$3.98M Buy
67,710
+10,445
+18% +$625K 0.46% 48
2020
Q1 		$3.19M Sell
57,265
-6,659
-10% -$407K 0.46% 47
2019
Q4 		$4.1M Buy
63,924
+17,291
+37% +$990K 0.5% 49
2019
Q3 		$2.37M Sell
46,633
-1,700
-4% -$79.9K 0.32% 66
2019
Q2 		$2.19M Sell
48,333
-1,803
-4% -$84K 0.29% 71
2019
Q1 		$2.39M Sell
50,136
-3,618
-7% -$180K 0.33% 65
2018
Q4 		$2.79M Sell
53,754
-1,844
-3% -$99.1K 0.44% 56
2018
Q3 		$3.45M Sell
55,598
-5,515
-9% -$327K 0.47% 50
2018
Q2 		$3.38M Sell
61,113
-364
-0.6% -$19.7K 0.48% 48
2018
Q1 		$3.89M Buy
61,477
+2,936
+5% +$189K 0.56% 40
2017
Q4 		$3.59M Buy
58,541
+384
+0.7% +$24K 0.49% 46
2017
Q3 		$3.71M Sell
58,157
-84
-0.1% -$4.91K 0.48% 50
2017
Q2 		$3.25M Buy
58,241
+4,748
+9% +$258K 0.47% 50
2017
Q1 		$2.91M Sell
53,493
-534
-1% -$29.3K 0.42% 52
2016
Q4 		$3.16M Buy
+54,027
New +$2.95M 0.51% 45

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

Clearstead Advisors's BMY Position: Q1 2026 in Review

Clearstead Advisors increased its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, buying an estimated $1.48M and bringing the position to 151,329 shares worth $9.18M. The position accounts for 0.08% of the portfolio, ranked #173.

Clearstead Advisors first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.28M in Q3 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Clearstead Advisors held 151,329 shares of Bristol-Myers Squibb worth $9.18M as of Q1 2026.
  • Clearstead Advisors bought 25,436 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.48M.
  • Bristol-Myers Squibb made up 0.08% of Clearstead Advisors's portfolio in Q1 2026, its #173 holding.
  • Clearstead Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's Bristol-Myers Squibb position peaked at $9.28M in Q3 2023.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.