Creative Financial Designs’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 | $186K | Sell |
3,069
-54
| -2% | -$3.15K | 0.01% | 534 |
|
|
2025
Q4 | $168K | Buy |
3,123
+1,990
| +176% | +$95.7K | 0.01% | 510 |
|
|
2025
Q3 | $51.1K | Buy |
1,133
+10
| +0.9% | +$467 | ﹤0.01% | 842 |
|
|
2025
Q2 | $52K | Buy |
1,123
+237
| +27% | +$11.6K | ﹤0.01% | 852 |
|
|
2025
Q1 | $54K | Buy |
886
+137
| +18% | +$7.99K | ﹤0.01% | 806 |
|
|
2024
Q4 | $42.4K | Buy |
749
+51
| +7% | +$2.85K | ﹤0.01% | 841 |
|
|
2024
Q3 | $36.1K | Hold |
698
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $29K | Hold |
698
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $37.9K | Buy |
698
+112
| +19% | +$5.71K | ﹤0.01% | 800 |
|
|
2023
Q4 | $30.1K | Buy |
586
+33
| +6% | +$1.73K | ﹤0.01% | 814 |
|
|
2023
Q3 | $32.1K | Sell |
553
-109
| -16% | -$6.68K | ﹤0.01% | 740 |
|
|
2023
Q2 | $42.3K | Buy |
662
+156
| +31% | +$10.5K | 0.01% | 673 |
|
|
2023
Q1 | $35.1K | Hold |
506
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $36.4K | Sell |
506
-65
| -11% | -$4.9K | 0.01% | 627 |
|
|
2022
Q3 | $41K | Sell |
571
-79
| -12% | -$5.73K | 0.01% | 593 |
|
|
2022
Q2 | $50K | Hold |
650
| – | – | 0.01% | 544 |
|
|
2022
Q1 | $47K | Sell |
650
-6,278
| -91% | -$422K | 0.01% | 573 |
|
|
2021
Q4 | $432K | Buy |
6,928
+490
| +8% | +$28.7K | 0.07% | 207 |
|
|
2021
Q3 | $381K | Sell |
6,438
-206
| -3% | -$13.6K | 0.06% | 212 |
|
|
2021
Q2 | $444K | Buy |
6,644
+1,463
| +28% | +$95.4K | 0.08% | 194 |
|
|
2021
Q1 | $327K | Buy |
5,181
+16
| +0.3% | +$995 | 0.06% | 215 |
|
|
2020
Q4 | $320K | Sell |
5,165
-240
| -4% | -$14.8K | 0.07% | 206 |
|
|
2020
Q3 | $326K | Buy |
5,405
+3,894
| +258% | +$234K | 0.08% | 182 |
|
|
2020
Q2 | $89K | Buy |
1,511
+175
| +13% | +$10.5K | 0.03% | 309 |
|
|
2020
Q1 | $74K | Hold |
1,336
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $85K | Buy |
1,336
+331
| +33% | +$19K | 0.04% | 207 |
|
|
2019
Q3 | $49K | Sell |
1,005
-150
| -13% | -$7.05K | 0.03% | 235 |
|
|
2019
Q2 | $53K | Hold |
1,155
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $55K | Hold |
1,155
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $60K | Buy |
1,155
+23
| +2% | +$1.24K | 0.04% | 172 |
|
|
2018
Q3 | $70K | Buy |
1,132
+221
| +24% | +$13.1K | 0.04% | 189 |
|
|
2018
Q2 | $50K | Sell |
911
-800
| -47% | -$43.2K | 0.03% | 239 |
|
|
2018
Q1 | $108K | Hold |
1,711
| – | – | 0.07% | 163 |
|
|
2017
Q4 | $105K | Buy |
1,711
+950
| +125% | +$59.4K | 0.07% | 163 |
|
|
2017
Q3 | $49K | Buy |
761
+125
| +20% | +$7.3K | 0.03% | 244 |
|
|
2017
Q2 | $35K | Buy |
636
+528
| +489% | +$28.7K | 0.02% | 264 |
|
|
2017
Q1 | $6K | Buy |
108
+67
| +163% | +$3.67K | ﹤0.01% | 452 |
|
|
2016
Q4 | $2K | Buy |
+41
| New | +$2.24K | ﹤0.01% | 571 |
|
Other funds holding BMY
VCM
VPM
Creative Financial Designs's BMY Position: Q1 2026 in Review
Creative Financial Designs reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q1 2026, selling an estimated $3.15K and leaving 3,069 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #534.
Creative Financial Designs first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $444K in Q2 2021. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Creative Financial Designs held 3,069 shares of Bristol-Myers Squibb worth $186K as of Q1 2026.
- Creative Financial Designs sold 54 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.15K.
- Bristol-Myers Squibb made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #534 holding.
- Creative Financial Designs first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Bristol-Myers Squibb position peaked at $444K in Q2 2021.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.