King Wealth Management Group’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 | $413K | Sell |
6,812
-1,011
| -13% | -$58.9K | 0.05% | 118 |
|
|
2025
Q4 | $422K | Buy |
7,823
+507
| +7% | +$24.4K | 0.05% | 111 |
|
|
2025
Q3 | $330K | Buy |
7,316
+60
| +0.8% | +$2.8K | 0.04% | 125 |
|
|
2025
Q2 | $336K | Buy |
7,256
+57
| +0.8% | +$2.8K | 0.05% | 121 |
|
|
2025
Q1 | $439K | Sell |
7,199
-95
| -1% | -$5.54K | 0.07% | 99 |
|
|
2024
Q4 | $413K | Buy |
7,294
+182
| +3% | +$10.2K | 0.06% | 101 |
|
|
2024
Q3 | $368K | Sell |
7,112
-94
| -1% | -$4.41K | 0.06% | 109 |
|
|
2024
Q2 | $299K | Buy |
7,206
+312
| +5% | +$14K | 0.05% | 112 |
|
|
2024
Q1 | $374K | Buy |
6,894
+277
| +4% | +$14.1K | 0.07% | 95 |
|
|
2023
Q4 | $339K | Buy |
6,617
+116
| +2% | +$6.09K | 0.07% | 101 |
|
|
2023
Q3 | $377K | Buy |
6,501
+59
| +0.9% | +$3.62K | 0.08% | 93 |
|
|
2023
Q2 | $412K | Buy |
6,442
+113
| +2% | +$7.58K | 0.08% | 92 |
|
|
2023
Q1 | $439K | Buy |
6,329
+52
| +0.8% | +$3.67K | 0.1% | 87 |
|
|
2022
Q4 | $452K | Buy |
6,277
+2
| +0% | +$151 | 0.11% | 86 |
|
|
2022
Q3 | $446K | Buy |
6,275
+2
| +0% | +$145 | 0.11% | 86 |
|
|
2022
Q2 | $483K | Sell |
6,273
-88
| -1% | -$6.7K | 0.12% | 84 |
|
|
2022
Q1 | $465K | Sell |
6,361
-86
| -1% | -$5.77K | 0.09% | 94 |
|
|
2021
Q4 | $402K | Buy |
6,447
+4
| +0.1% | +$235 | 0.07% | 112 |
|
|
2021
Q3 | $381K | Sell |
6,443
-196
| -3% | -$12.9K | 0.08% | 115 |
|
|
2021
Q2 | $444K | Buy |
6,639
+5
| +0.1% | +$326 | 0.09% | 105 |
|
|
2021
Q1 | $419K | Buy |
6,634
+5
| +0.1% | +$311 | 0.09% | 104 |
|
|
2020
Q4 | $411K | Buy |
6,629
+5
| +0.1% | +$307 | 0.1% | 106 |
|
|
2020
Q3 | $399K | Sell |
6,624
-4,995
| -43% | -$301K | 0.1% | 102 |
|
|
2020
Q2 | $683K | Buy |
11,619
+6,004
| +107% | +$359K | 0.2% | 68 |
|
|
2020
Q1 | $313K | Sell |
5,615
-996
| -15% | -$60.9K | 0.14% | 94 |
|
|
2019
Q4 | $424K | Buy |
6,611
+453
| +7% | +$25.9K | 0.11% | 81 |
|
|
2019
Q3 | $313K | Sell |
6,158
-4,497
| -42% | -$211K | 0.09% | 100 |
|
|
2019
Q2 | $483K | Buy |
10,655
+1,503
| +16% | +$70K | 0.14% | 70 |
|
|
2019
Q1 | $436K | Sell |
9,152
-817
| -8% | -$40.7K | 0.14% | 76 |
|
|
2018
Q4 | $518K | Buy |
9,969
+4,051
| +68% | +$218K | 0.19% | 63 |
|
|
2018
Q3 | $368K | Buy |
5,918
+172
| +3% | +$10.2K | 0.12% | 84 |
|
|
2018
Q2 | $318K | Sell |
5,746
-397
| -6% | -$21.4K | 0.11% | 89 |
|
|
2018
Q1 | $389K | Buy |
6,143
+153
| +3% | +$9.84K | 0.14% | 76 |
|
|
2017
Q4 | $367K | Buy |
5,990
+2
| +0% | +$125 | 0.13% | 87 |
|
|
2017
Q3 | $382K | Buy |
5,988
+2
| +0% | +$117 | 0.14% | 83 |
|
|
2017
Q2 | $334K | Sell |
5,986
-598
| -9% | -$32.5K | 0.13% | 89 |
|
|
2017
Q1 | $358K | Sell |
6,584
-497
| -7% | -$27.3K | 0.15% | 83 |
|
|
2016
Q4 | $414K | Sell |
7,081
-3,786
| -35% | -$207K | 0.19% | 71 |
|
|
2016
Q3 | $586K | Buy |
10,867
+1,700
| +19% | +$109K | 0.29% | 54 |
|
|
2016
Q2 | $674K | Buy |
9,167
+25
| +0.3% | +$1.77K | 0.36% | 48 |
|
|
2016
Q1 | $584K | Hold |
9,142
| – | – | 0.31% | 52 |
|
|
2015
Q4 | $629K | Hold |
9,142
| – | – | 0.35% | 55 |
|
|
2015
Q3 | $541K | Buy |
9,142
+25
| +0.3% | +$1.59K | 0.33% | 52 |
|
|
2015
Q2 | $607K | Hold |
9,117
| – | – | 0.33% | 53 |
|
|
2015
Q1 | $588K | Sell |
9,117
-1,990
| -18% | -$125K | 0.34% | 50 |
|
|
2014
Q4 | $655K | Buy |
11,107
+2,095
| +23% | +$118K | 0.35% | 54 |
|
|
2014
Q3 | $461K | Hold |
9,012
| – | – | 0.29% | 62 |
|
|
2014
Q2 | $442K | Sell |
9,012
-354
| -4% | -$17.4K | 0.27% | 62 |
|
|
2014
Q1 | $487K | Sell |
9,366
-11,198
| -54% | -$596K | 0.34% | 52 |
|
|
2013
Q4 | $1.09M | Buy |
20,564
+285
| +1% | +$14.5K | 0.62% | 43 |
|
|
2013
Q3 | $939K | Sell |
20,279
-1,429
| -7% | -$62.7K | 0.61% | 43 |
|
|
2013
Q2 | $970K | Buy |
+21,708
| New | +$942K | 0.67% | 40 |
|
Other funds holding BMY
VCM
VPM
King Wealth Management Group's BMY Position: Q1 2026 in Review
King Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, selling an estimated $58.9K and leaving 6,812 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #118.
King Wealth Management Group first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.09M in Q4 2013. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- King Wealth Management Group held 6,812 shares of Bristol-Myers Squibb worth $413K as of Q1 2026.
- King Wealth Management Group sold 1,011 Bristol-Myers Squibb shares in Q1 2026, an estimated $58.9K.
- Bristol-Myers Squibb made up 0.05% of King Wealth Management Group's portfolio in Q1 2026, its #118 holding.
- King Wealth Management Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- King Wealth Management Group's Bristol-Myers Squibb position peaked at $1.09M in Q4 2013.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.