DFA
BMY icon

Delta Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Delta Financial 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 		$1.6M Buy
26,446
+420
+2% +$24.5K 0.42% 64
2025
Q4 		$1.4M Buy
26,026
+2,414
+10% +$116K 0.37% 76
2025
Q3 		$1.06M Buy
23,612
+5,507
+30% +$257K 0.3% 81
2025
Q2 		$838K Sell
18,105
-701
-4% -$34.4K 0.29% 77
2025
Q1 		$1.15M Sell
18,806
-148
-0.8% -$8.63K 0.43% 66
2024
Q4 		$1.07M Sell
18,954
-372
-2% -$20.8K 0.4% 68
2024
Q3 		$1,000K Buy
19,326
+2,969
+18% +$139K 0.36% 76
2024
Q2 		$679K Sell
16,357
-960
-6% -$43K 0.26% 79
2024
Q1 		$939K Sell
17,317
-671
-4% -$34.2K 0.37% 74
2023
Q4 		$923K Sell
17,988
-11,231
-38% -$590K 0.4% 72
2023
Q3 		$1.7M Sell
29,219
-56
-0.2% -$3.43K 0.76% 48
2023
Q2 		$1.87M Buy
29,275
+3,936
+16% +$264K 0.83% 44
2023
Q1 		$1.76M Sell
25,339
-773
-3% -$54.5K 0.85% 45
2022
Q4 		$1.88M Buy
26,112
+32
+0.1% +$2.41K 0.91% 40
2022
Q3 		$1.85M Buy
26,080
+203
+0.8% +$14.7K 0.98% 38
2022
Q2 		$1.99M Sell
25,877
-375
-1% -$28.6K 0.99% 36
2022
Q1 		$1.92M Sell
26,252
-254
-1% -$17.1K 0.82% 45
2021
Q4 		$1.65M Buy
26,506
+305
+1% +$17.9K 0.67% 55
2021
Q3 		$1.55M Buy
26,201
+161
+0.6% +$10.6K 0.69% 54
2021
Q2 		$1.74M Sell
26,040
-105
-0.4% -$6.85K 0.77% 50
2021
Q1 		$1.65M Buy
26,145
+362
+1% +$22.5K 0.77% 51
2020
Q4 		$1.6M Sell
25,783
-371
-1% -$22.8K 0.8% 49
2020
Q3 		$1.58M Sell
26,154
-897
-3% -$54K 0.87% 45
2020
Q2 		$1.59M Sell
27,051
-2,014
-7% -$120K 0.94% 40
2020
Q1 		$1.62M Sell
29,065
-1,804
-6% -$110K 1.11% 31
2019
Q4 		$1.98M Buy
30,869
+11,509
+59% +$659K 0.78% 53
2019
Q3 		$982K Buy
19,360
+4,990
+35% +$235K 0.4% 82
2019
Q2 		$652K Buy
+14,370
New +$669K 0.27% 88

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

Delta Financial Advisors's BMY Position: Q1 2026 in Review

Delta Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q1 2026, buying an estimated $24.5K and bringing the position to 26,446 shares worth $1.6M. The position accounts for 0.42% of the portfolio, ranked #64.

Delta Financial Advisors first reported a position in BMY in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.99M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Delta Financial Advisors held 26,446 shares of Bristol-Myers Squibb worth $1.6M as of Q1 2026.
  • Delta Financial Advisors bought 420 Bristol-Myers Squibb shares in Q1 2026, an estimated $24.5K.
  • Bristol-Myers Squibb made up 0.42% of Delta Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Delta Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Bristol-Myers Squibb position peaked at $1.99M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.