Focused Wealth Management’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 | $330K | Buy |
5,443
+1,385
| +34% | +$80.7K | 0.03% | 147 |
|
|
2025
Q4 | $219K | Buy |
+4,058
| New | +$195K | 0.02% | 172 |
|
|
2025
Q2 | – | Sell |
-3,987
| Closed | -$243K | – | 210 |
|
|
2025
Q1 | $243K | Sell |
3,987
-543
| -12% | -$31.7K | 0.03% | 144 |
|
|
2024
Q4 | $256K | Buy |
4,530
+39
| +0.9% | +$2.18K | 0.03% | 127 |
|
|
2024
Q3 | $232K | Buy |
+4,491
| New | +$211K | 0.03% | 176 |
|
|
2024
Q2 | – | Sell |
-5,746
| Closed | -$312K | – | 235 |
|
|
2024
Q1 | $312K | Buy |
5,746
+389
| +7% | +$19.8K | 0.05% | 119 |
|
|
2023
Q4 | $275K | Sell |
5,357
-569
| -10% | -$29.9K | 0.05% | 112 |
|
|
2023
Q3 | $344K | Buy |
5,926
+22
| +0.4% | +$1.35K | 0.06% | 91 |
|
|
2023
Q2 | $378K | Buy |
5,904
+70
| +1% | +$4.69K | 0.07% | 92 |
|
|
2023
Q1 | $404K | Sell |
5,834
-41
| -0.7% | -$2.89K | 0.08% | 85 |
|
|
2022
Q4 | $423K | Buy |
5,875
+16
| +0.3% | +$1.21K | 0.09% | 84 |
|
|
2022
Q3 | $417K | Buy |
5,859
+17
| +0.3% | +$1.23K | 0.09% | 84 |
|
|
2022
Q2 | $450K | Buy |
5,842
+9
| +0.2% | +$685 | 0.08% | 86 |
|
|
2022
Q1 | $426K | Sell |
5,833
-2,583
| -31% | -$173K | 0.07% | 99 |
|
|
2021
Q4 | $525K | Buy |
8,416
+520
| +7% | +$30.5K | 0.08% | 92 |
|
|
2021
Q3 | $467K | Buy |
7,896
+24
| +0.3% | +$1.58K | 0.08% | 102 |
|
|
2021
Q2 | $526K | Buy |
7,872
+35
| +0.4% | +$2.28K | 0.09% | 91 |
|
|
2021
Q1 | $495K | Buy |
7,837
+422
| +6% | +$26.3K | 0.09% | 97 |
|
|
2020
Q4 | $460K | Sell |
7,415
-437
| -6% | -$26.9K | 0.09% | 95 |
|
|
2020
Q3 | $473K | Buy |
7,852
+1,965
| +33% | +$118K | 0.1% | 85 |
|
|
2020
Q2 | $346K | Buy |
5,887
+162
| +3% | +$9.69K | 0.08% | 103 |
|
|
2020
Q1 | $319K | Buy |
5,725
+11
| +0.2% | +$672 | 0.09% | 92 |
|
|
2019
Q4 | $367K | Sell |
5,714
-151
| -3% | -$8.65K | 0.09% | 98 |
|
|
2019
Q3 | $297K | Sell |
5,865
-1,874
| -24% | -$88.1K | 0.08% | 103 |
|
|
2019
Q2 | $351K | Sell |
7,739
-280
| -3% | -$13K | 0.09% | 97 |
|
|
2019
Q1 | $383K | Buy |
8,019
+355
| +5% | +$17.7K | 0.12% | 96 |
|
|
2018
Q4 | $398K | Buy |
7,664
+1,345
| +21% | +$72.3K | 0.14% | 92 |
|
|
2018
Q3 | $392K | Buy |
6,319
+1,333
| +27% | +$79.1K | 0.13% | 94 |
|
|
2018
Q2 | $276K | Sell |
4,986
-7,039
| -59% | -$380K | 0.1% | 118 |
|
|
2018
Q1 | $761K | Buy |
12,025
+2,615
| +28% | +$168K | 0.24% | 64 |
|
|
2017
Q4 | $577K | Sell |
9,410
-4,993
| -35% | -$312K | 0.19% | 76 |
|
|
2017
Q3 | $918K | Buy |
14,403
+3,298
| +30% | +$193K | 0.31% | 54 |
|
|
2017
Q2 | $619K | Buy |
11,105
+26
| +0.2% | +$1.42K | 0.23% | 65 |
|
|
2017
Q1 | $602K | Buy |
11,079
+1,332
| +14% | +$73.1K | 0.24% | 66 |
|
|
2016
Q4 | $570K | Buy |
9,747
+1,028
| +12% | +$56.2K | 0.24% | 66 |
|
|
2016
Q3 | $470K | Buy |
8,719
+969
| +13% | +$62.2K | 0.21% | 75 |
|
|
2016
Q2 | $570K | Buy |
7,750
+22
| +0.3% | +$1.55K | 0.26% | 58 |
|
|
2016
Q1 | $494K | Sell |
7,728
-176
| -2% | -$11.1K | 0.27% | 60 |
|
|
2015
Q4 | $544K | Buy |
7,904
+21
| +0.3% | +$1.39K | 0.31% | 54 |
|
|
2015
Q3 | $467K | Buy |
7,883
+22
| +0.3% | +$1.4K | 0.3% | 56 |
|
|
2015
Q2 | $523K | Sell |
7,861
-1,279
| -14% | -$84.3K | 0.32% | 50 |
|
|
2015
Q1 | $590K | Buy |
9,140
+23
| +0.3% | +$1.44K | 0.36% | 51 |
|
|
2014
Q4 | $538K | Buy |
9,117
+24
| +0.3% | +$1.35K | 0.38% | 50 |
|
|
2014
Q3 | $465K | Buy |
9,093
+328
| +4% | +$16.4K | 0.36% | 61 |
|
|
2014
Q2 | $425K | Sell |
8,765
-657
| -7% | -$32.4K | 0.33% | 57 |
|
|
2014
Q1 | $489K | Buy |
9,422
+32
| +0.3% | +$1.7K | 0.41% | 51 |
|
|
2013
Q4 | $499K | Buy |
9,390
+21
| +0.2% | +$1.07K | 0.42% | 50 |
|
|
2013
Q3 | $434K | Buy |
+9,369
| New | +$411K | 0.41% | 50 |
|
Other funds holding BMY
VCM
VPM
Focused Wealth Management's BMY Position: Q1 2026 in Review
Focused Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 34% in Q1 2026, buying an estimated $80.7K and bringing the position to 5,443 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #147.
Focused Wealth Management first reported a position in BMY in Q3 2013 and has held it in 48 quarters since. The position peaked at $918K in Q3 2017. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Focused Wealth Management held 5,443 shares of Bristol-Myers Squibb worth $330K as of Q1 2026.
- Focused Wealth Management bought 1,385 Bristol-Myers Squibb shares in Q1 2026, an estimated $80.7K.
- Bristol-Myers Squibb made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #147 holding.
- Focused Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 48 quarters since.
- Focused Wealth Management's Bristol-Myers Squibb position peaked at $918K in Q3 2017.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.