Heritage Wealth 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 | $66.7K | Buy |
1,100
+200
| +22% | +$11.7K | ﹤0.01% | 289 |
|
|
2025
Q4 | $48.5K | Hold |
900
| – | – | ﹤0.01% | 322 |
|
|
2025
Q3 | $40.6K | Hold |
900
| – | – | ﹤0.01% | 318 |
|
|
2025
Q2 | $41.7K | Hold |
900
| – | – | ﹤0.01% | 311 |
|
|
2025
Q1 | $54.9K | Hold |
900
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $50.9K | Hold |
900
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $46.6K | Sell |
900
-1,170
| -57% | -$54.9K | ﹤0.01% | 333 |
|
|
2024
Q2 | $86K | Sell |
2,070
-408
| -16% | -$18.3K | ﹤0.01% | 264 |
|
|
2024
Q1 | $134K | Sell |
2,478
-1,188
| -32% | -$60.5K | 0.01% | 240 |
|
|
2023
Q4 | $188K | Buy |
3,666
+1,287
| +54% | +$67.6K | 0.01% | 219 |
|
|
2023
Q3 | $138K | Sell |
2,379
-203
| -8% | -$12.4K | 0.01% | 227 |
|
|
2023
Q2 | $165K | Sell |
2,582
-35
| -1% | -$2.35K | 0.01% | 221 |
|
|
2023
Q1 | $181K | Sell |
2,617
-218
| -8% | -$15.4K | 0.01% | 209 |
|
|
2022
Q4 | $204K | Buy |
2,835
+700
| +33% | +$52.8K | 0.01% | 207 |
|
|
2022
Q3 | $152K | Buy |
2,135
+33
| +2% | +$2.39K | 0.01% | 222 |
|
|
2022
Q2 | $162K | Sell |
2,102
-64
| -3% | -$4.87K | 0.01% | 219 |
|
|
2022
Q1 | $158K | Sell |
2,166
-1,700
| -44% | -$114K | 0.01% | 216 |
|
|
2021
Q4 | $241K | Hold |
3,866
| – | – | 0.01% | 193 |
|
|
2021
Q3 | $229K | Sell |
3,866
-1,559
| -29% | -$103K | 0.01% | 188 |
|
|
2021
Q2 | $362K | Sell |
5,425
-165
| -3% | -$10.8K | 0.02% | 154 |
|
|
2021
Q1 | $353K | Sell |
5,590
-574
| -9% | -$35.7K | 0.02% | 161 |
|
|
2020
Q4 | $382K | Buy |
6,164
+4,881
| +380% | +$300K | 0.02% | 150 |
|
|
2020
Q3 | $77.4K | Sell |
1,283
-700
| -35% | -$42.1K | 0.01% | 233 |
|
|
2020
Q2 | $117K | Sell |
1,983
-320
| -14% | -$19.1K | 0.02% | 188 |
|
|
2020
Q1 | $128K | Buy |
2,303
+475
| +26% | +$29K | 0.02% | 162 |
|
|
2019
Q4 | $117K | Buy |
1,828
+1,063
| +139% | +$60.9K | 0.02% | 215 |
|
|
2019
Q3 | $38K | Sell |
765
-2,317
| -75% | -$109K | 0.01% | 300 |
|
|
2019
Q2 | $140K | Buy |
3,082
+1,033
| +50% | +$48.1K | 0.02% | 169 |
|
|
2019
Q1 | $97.8K | Hold |
2,049
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $106K | Sell |
2,049
-112
| -5% | -$6.02K | 0.02% | 160 |
|
|
2018
Q3 | $134K | Buy |
+2,161
| New | +$128K | 0.03% | 144 |
|
|
2016
Q3 | – | Sell |
-3,284
| Closed | -$241K | – | 89 |
|
|
2016
Q2 | $241K | Buy |
+3,284
| New | +$232K | 0.16% | 83 |
|
Other funds holding BMY
VCM
VPM
Heritage Wealth Advisors's BMY Position: Q1 2026 in Review
Heritage Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 22% in Q1 2026, buying an estimated $11.7K and bringing the position to 1,100 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #289.
Heritage Wealth Advisors first reported a position in BMY in Q2 2016 and has held it in 32 quarters since. The position peaked at $382K in Q4 2020. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Heritage Wealth Advisors held 1,100 shares of Bristol-Myers Squibb worth $66.7K as of Q1 2026.
- Heritage Wealth Advisors bought 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.7K.
- Bristol-Myers Squibb made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #289 holding.
- Heritage Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Bristol-Myers Squibb position peaked at $382K in Q4 2020.
- 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.