Fortis 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
Q1
$730K Buy
12,042
+2,446
+25% +$143K 0.1% 186
2025
Q4
$518K Buy
+9,596
New +$462K 0.08% 193
2025
Q2
Sell
-19,901
Closed -$1.21M 244
2025
Q1
$1.21M Buy
+19,901
New +$1.16M 0.25% 67
2023
Q2
Sell
-125
Closed -$8.66K 166
2023
Q1
$8.66K Sell
125
-450
-78% -$31.7K ﹤0.01% 470
2022
Q4
$41.4K Buy
+575
New +$43.4K 0.02% 316

Other funds holding BMY

Fortis Capital Advisors's BMY Position: Q1 2026 in Review

Fortis Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $143K and bringing the position to 12,042 shares worth $730K. The position accounts for 0.1% of the portfolio, ranked #186.

Fortis Capital Advisors first reported a position in BMY in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Fortis Capital Advisors held 12,042 shares of Bristol-Myers Squibb worth $730K as of Q1 2026.
  • Fortis Capital Advisors bought 2,446 Bristol-Myers Squibb shares in Q1 2026, an estimated $143K.
  • Bristol-Myers Squibb made up 0.1% of Fortis Capital Advisors's portfolio in Q1 2026, its #186 holding.
  • Fortis Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 5 quarters since.
  • Fortis Capital Advisors's Bristol-Myers Squibb position peaked at $1.21M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.