Elevated Capital 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
Q2
$327K Sell
5,669
-1,923
-25% -$110K 0.09% 193
2026
Q1
$460K Buy
7,592
+4,185
+123% +$244K 0.12% 189
2025
Q4
$184K Buy
+3,407
New +$164K 0.04% 264

Other funds holding BMY

Elevated Capital Advisors's BMY Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q2 2026, selling an estimated $110K and leaving 5,669 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #193.

Elevated Capital Advisors first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q1 2026. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Elevated Capital Advisors held 5,669 shares of Bristol-Myers Squibb worth $327K as of Q2 2026.
  • Elevated Capital Advisors sold 1,923 Bristol-Myers Squibb shares in Q2 2026, an estimated $110K.
  • Bristol-Myers Squibb made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Elevated Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Bristol-Myers Squibb position peaked at $460K in Q1 2026.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.