Diversify Advisory Services’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
$381K Sell
6,608
-5,676
-46% -$331K 0.06% 140
2025
Q4
$679K Sell
12,284
-1,125
-8% -$54.1K 0.02% 500
2025
Q3
$617K Buy
13,409
+140
+1% +$6.54K 0.02% 497
2025
Q2
$618K Buy
13,269
+2,949
+29% +$145K 0.02% 465
2025
Q1
$508K Sell
10,320
-48
-0.5% -$2.8K 0.03% 359
2024
Q4
$579K Sell
10,368
-776
-7% -$43.4K 0.03% 337
2024
Q3
$588K Sell
11,144
-1,291
-10% -$60.6K 0.03% 351
2024
Q2
$508K Sell
12,435
-10,525
-46% -$471K 0.03% 379
2024
Q1
$1.22M Buy
+22,960
New +$1.17M 0.07% 210

Other funds holding BMY

Diversify Advisory Services's BMY Position: Q1 2026 in Review

Diversify Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 46% in Q1 2026, selling an estimated $331K and leaving 6,608 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #140.

Diversify Advisory Services first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Diversify Advisory Services held 6,608 shares of Bristol-Myers Squibb worth $381K as of Q1 2026.
  • Diversify Advisory Services sold 5,676 Bristol-Myers Squibb shares in Q1 2026, an estimated $331K.
  • Bristol-Myers Squibb made up 0.06% of Diversify Advisory Services's portfolio in Q1 2026, its #140 holding.
  • Diversify Advisory Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's Bristol-Myers Squibb position peaked at $1.22M in Q1 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.