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

Financial Advisors Network’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 		– Sell
-5,257
Closed -$284K – 207
2025
Q4 		$284K Sell
5,257
-14
-0.3% -$674 0.04% 160
2025
Q3 		$238K Buy
5,271
+230
+5% +$10.7K 0.03% 176
2025
Q2 		$233K Buy
5,041
+359
+8% +$17.6K 0.04% 173
2025
Q1 		$286K Sell
4,682
-1,810
-28% -$106K 0.05% 149
2024
Q4 		$367K Buy
+6,492
New +$363K 0.06% 131
2023
Q4 		$234K Buy
4,554
+254
+6% +$13.3K 0.05% 159
2023
Q3 		$250K Buy
+4,300
New +$263K 0.06% 133
2022
Q1 		– Sell
-11,705
Closed -$730K – 132
2021
Q4 		$730K Sell
11,705
-713
-6% -$41.8K 0.16% 61
2021
Q3 		$738K Buy
12,418
+1,147
+10% +$75.5K 0.17% 63
2021
Q2 		$753K Buy
11,271
+267
+2% +$17.4K 0.22% 59
2021
Q1 		$695K Buy
11,004
+6,288
+133% +$391K 0.22% 60
2020
Q4 		$293K Sell
4,716
-127
-3% -$7.81K 0.1% 91
2020
Q3 		$292K Sell
4,843
-660
-12% -$39.7K 0.11% 89
2020
Q2 		$324K Sell
5,503
-1,160
-17% -$69.4K 0.13% 84
2020
Q1 		$371K Buy
+6,663
New +$407K 0.18% 73
2019
Q1 		– Sell
-4,321
Closed -$225K – 100
2018
Q4 		$225K Buy
+4,321
New +$232K 0.14% 85
2017
Q1 		– Sell
-282
Closed -$13.5K – 137
2016
Q4 		$13.5K Buy
+282
New +$15.4K 0.01% 229

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

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

Financial Advisors Network sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 5,257 shares — an estimated $284K sold.

Financial Advisors Network first reported a position in BMY in Q4 2016 and held it in 17 quarters. The position peaked at $753K in Q2 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Financial Advisors Network reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Financial Advisors Network sold 5,257 Bristol-Myers Squibb shares in Q1 2026, an estimated $284K.
  • Financial Advisors Network first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 17 quarters.
  • Financial Advisors Network's Bristol-Myers Squibb position peaked at $753K in Q2 2021.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.