Kelleher Financial 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 | $152K | Buy |
3,260
+500
| +18% | +$29.1K | 0.04% | 230 |
|
|
2025
Q4 | $149K | Sell |
2,760
-100
| -3% | -$4.81K | 0.03% | 257 |
|
|
2025
Q3 | $129K | Sell |
2,860
-1,500
| -34% | -$70.1K | 0.03% | 225 |
|
|
2025
Q2 | $202K | Buy |
4,360
+800
| +22% | +$39.3K | 0.07% | 132 |
|
|
2025
Q1 | $217K | Buy |
+3,560
| New | +$208K | 0.09% | 117 |
|
|
2024
Q2 | – | Sell |
-7,783
| Closed | -$422K | – | 113 |
|
|
2024
Q1 | $422K | Buy |
7,783
+950
| +14% | +$48.4K | 0.18% | 80 |
|
|
2023
Q4 | $351K | Sell |
6,833
-1,500
| -18% | -$78.7K | 0.16% | 77 |
|
|
2023
Q3 | $484K | Sell |
8,333
-500
| -6% | -$30.6K | 0.25% | 60 |
|
|
2023
Q2 | $565K | Buy |
8,833
+800
| +10% | +$53.6K | 0.33% | 55 |
|
|
2023
Q1 | $557K | Buy |
8,033
+3,200
| +66% | +$226K | 0.37% | 51 |
|
|
2022
Q4 | $348K | Hold |
4,833
| – | – | 0.26% | 64 |
|
|
2022
Q3 | $343K | Hold |
4,833
| – | – | 0.25% | 73 |
|
|
2022
Q2 | $372K | Hold |
4,833
| – | – | 0.17% | 91 |
|
|
2022
Q1 | $352K | Hold |
4,833
| – | – | 0.19% | 85 |
|
|
2021
Q4 | $301K | Buy |
+4,833
| New | +$284K | 0.16% | 96 |
|
|
2021
Q3 | – | Sell |
-5,158
| Closed | -$344K | – | 150 |
|
|
2021
Q2 | $344K | Sell |
5,158
-1,500
| -23% | -$97.8K | 0.19% | 85 |
|
|
2021
Q1 | $420K | Buy |
6,658
+1,500
| +29% | +$93.3K | 0.27% | 72 |
|
|
2020
Q4 | $319K | Buy |
+5,158
| New | +$317K | 0.24% | 74 |
|
|
2017
Q1 | – | Sell |
-9,981
| Closed | -$583K | – | 91 |
|
|
2016
Q4 | $583K | Sell |
9,981
-200
| -2% | -$10.9K | 0.32% | 69 |
|
|
2016
Q3 | $548K | Sell |
10,181
-300
| -3% | -$19.3K | 0.31% | 68 |
|
|
2016
Q2 | $770K | Sell |
10,481
-146
| -1% | -$10.3K | 0.47% | 52 |
|
|
2016
Q1 | $678K | Buy |
10,627
+446
| +4% | +$28.1K | 0.37% | 68 |
|
|
2015
Q4 | $700K | Hold |
10,181
| – | – | 0.47% | 54 |
|
|
2015
Q3 | $602K | Sell |
10,181
-300
| -3% | -$19K | 0.4% | 61 |
|
|
2015
Q2 | $697K | Buy |
10,481
+500
| +5% | +$33K | 0.4% | 59 |
|
|
2015
Q1 | $643K | Hold |
9,981
| – | – | 0.36% | 59 |
|
|
2014
Q4 | $589K | Hold |
9,981
| – | – | 0.32% | 61 |
|
|
2014
Q3 | $581K | Sell |
9,981
-80
| -0.8% | -$4K | 0.31% | 62 |
|
|
2014
Q2 | $488K | Hold |
10,061
| – | – | 0.25% | 68 |
|
|
2014
Q1 | $522K | Hold |
10,061
| – | – | 0.28% | 64 |
|
|
2013
Q4 | $535K | Sell |
10,061
-2,000
| -17% | -$102K | 0.28% | 65 |
|
|
2013
Q3 | $558K | Hold |
12,061
| – | – | 0.32% | 58 |
|
|
2013
Q2 | $539K | Buy |
+12,061
| New | +$524K | 0.33% | 58 |
|
Other funds holding BMY
VCM
VPM
Kelleher Financial Advisors's BMY Position: Q1 2026 in Review
Kelleher Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 18% in Q1 2026, buying an estimated $29.1K and bringing the position to 3,260 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #230.
Kelleher Financial Advisors first reported a position in BMY in Q2 2013 and has held it in 33 quarters since. The position peaked at $770K in Q2 2016. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Kelleher Financial Advisors held 3,260 shares of Bristol-Myers Squibb worth $152K as of Q1 2026.
- Kelleher Financial Advisors bought 500 Bristol-Myers Squibb shares in Q1 2026, an estimated $29.1K.
- Bristol-Myers Squibb made up 0.04% of Kelleher Financial Advisors's portfolio in Q1 2026, its #230 holding.
- Kelleher Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 33 quarters since.
- Kelleher Financial Advisors's Bristol-Myers Squibb position peaked at $770K in Q2 2016.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.