Kovack 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 | $2.17M | Buy |
35,493
+65
| +0.2% | +$3.79K | 0.12% | 173 |
|
|
2025
Q4 | $1.91M | Buy |
35,428
+17,745
| +100% | +$854K | 0.09% | 219 |
|
|
2025
Q3 | $798K | Sell |
17,683
-467
| -3% | -$21.8K | 0.08% | 240 |
|
|
2025
Q2 | $840K | Sell |
18,150
-1,913
| -10% | -$93.9K | 0.08% | 223 |
|
|
2025
Q1 | $1.22M | Buy |
20,063
+515
| +3% | +$30K | 0.13% | 149 |
|
|
2024
Q4 | $1.11M | Buy |
19,548
+2,306
| +13% | +$129K | 0.11% | 160 |
|
|
2024
Q3 | $892K | Sell |
17,242
-2,080
| -11% | -$97.6K | 0.09% | 178 |
|
|
2024
Q2 | $802K | Sell |
19,322
-11,167
| -37% | -$500K | 0.09% | 203 |
|
|
2024
Q1 | $1.65M | Buy |
30,489
+7,464
| +32% | +$380K | 0.2% | 103 |
|
|
2023
Q4 | $1.18M | Buy |
23,025
+5,279
| +30% | +$277K | 0.14% | 148 |
|
|
2023
Q3 | $1.03M | Buy |
17,746
+2,295
| +15% | +$141K | 0.14% | 145 |
|
|
2023
Q2 | $988K | Buy |
15,451
+546
| +4% | +$36.6K | 0.13% | 156 |
|
|
2023
Q1 | $1.03M | Buy |
14,905
+489
| +3% | +$34.5K | 0.14% | 150 |
|
|
2022
Q4 | $1.04M | Sell |
14,416
-76
| -0.5% | -$5.73K | 0.15% | 141 |
|
|
2022
Q3 | $1.03M | Sell |
14,492
-3
| -0% | -$218 | 0.15% | 150 |
|
|
2022
Q2 | $1.12M | Sell |
14,495
-2,661
| -16% | -$203K | 0.15% | 146 |
|
|
2022
Q1 | $1.25M | Sell |
17,156
-558
| -3% | -$37.5K | 0.13% | 168 |
|
|
2021
Q4 | $1.1M | Sell |
17,714
-2,051
| -10% | -$120K | 0.11% | 203 |
|
|
2021
Q3 | $1.17M | Sell |
19,765
-5,865
| -23% | -$386K | 0.13% | 181 |
|
|
2021
Q2 | $1.71M | Sell |
25,630
-659
| -3% | -$43K | 0.2% | 134 |
|
|
2021
Q1 | $1.66M | Sell |
26,289
-6,134
| -19% | -$382K | 0.22% | 124 |
|
|
2020
Q4 | $2.01M | Sell |
32,423
-680
| -2% | -$41.8K | 0.29% | 95 |
|
|
2020
Q3 | $2M | Buy |
33,103
+204
| +0.6% | +$12.3K | 0.36% | 72 |
|
|
2020
Q2 | $1.93M | Buy |
32,899
+3,993
| +14% | +$239K | 0.38% | 69 |
|
|
2020
Q1 | $1.61M | Buy |
28,906
+93
| +0.3% | +$5.68K | 0.37% | 75 |
|
|
2019
Q4 | $1.85M | Buy |
28,813
+10,262
| +55% | +$588K | 0.33% | 74 |
|
|
2019
Q3 | $941K | Buy |
18,551
+1,592
| +9% | +$74.8K | 0.19% | 133 |
|
|
2019
Q2 | $769K | Buy |
16,959
+6,702
| +65% | +$312K | 0.18% | 136 |
|
|
2019
Q1 | $489K | Sell |
10,257
-961
| -9% | -$47.9K | 0.12% | 203 |
|
|
2018
Q4 | $583K | Buy |
11,218
+325
| +3% | +$17.5K | 0.17% | 144 |
|
|
2018
Q3 | $676K | Buy |
10,893
+698
| +7% | +$41.4K | 0.17% | 147 |
|
|
2018
Q2 | $564K | Sell |
10,195
-4,287
| -30% | -$232K | 0.16% | 157 |
|
|
2018
Q1 | $916K | Buy |
14,482
+1,239
| +9% | +$79.7K | 0.23% | 108 |
|
|
2017
Q4 | $812K | Sell |
13,243
-1,207
| -8% | -$75.5K | 0.21% | 121 |
|
|
2017
Q3 | $921K | Buy |
14,450
+1,031
| +8% | +$60.2K | 0.31% | 78 |
|
|
2017
Q2 | $748K | Buy |
13,419
+3,944
| +42% | +$215K | 0.24% | 100 |
|
|
2017
Q1 | $515K | Buy |
9,475
+1,065
| +13% | +$58.4K | 0.2% | 123 |
|
|
2016
Q4 | $491K | Buy |
8,410
+2,082
| +33% | +$114K | 0.23% | 102 |
|
|
2016
Q3 | $341K | Buy |
6,328
+1,471
| +30% | +$94.5K | 0.17% | 149 |
|
|
2016
Q2 | $357K | Buy |
4,857
+509
| +12% | +$36K | 0.19% | 127 |
|
|
2016
Q1 | $278K | Buy |
4,348
+177
| +4% | +$11.2K | 0.17% | 145 |
|
|
2015
Q4 | $287K | Buy |
4,171
+302
| +8% | +$20K | 0.19% | 143 |
|
|
2015
Q3 | $229K | Sell |
3,869
-483
| -11% | -$30.6K | 0.16% | 161 |
|
|
2015
Q2 | $290K | Buy |
4,352
+582
| +15% | +$38.4K | 0.21% | 132 |
|
|
2015
Q1 | $243K | Sell |
3,770
-1,993
| -35% | -$125K | 0.21% | 129 |
|
|
2014
Q4 | $340K | Sell |
5,763
-180
| -3% | -$10.2K | 0.35% | 77 |
|
|
2014
Q3 | $304K | Sell |
5,943
-184
| -3% | -$9.19K | 0.45% | 49 |
|
|
2014
Q2 | $297K | Buy |
6,127
+1,554
| +34% | +$76.6K | 0.43% | 50 |
|
|
2014
Q1 | $229K | Buy |
4,573
+350
| +8% | +$18.6K | 0.78% | 42 |
|
|
2013
Q4 | $224K | Sell |
4,223
-1,916
| -31% | -$97.6K | 1.22% | 36 |
|
|
2013
Q3 | $284K | Buy |
+6,139
| New | +$269K | 1.46% | 21 |
|
Other funds holding BMY
VCM
VPM
Kovack Advisors's BMY Position: Q1 2026 in Review
Kovack Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.18% in Q1 2026, buying an estimated $3.79K and bringing the position to 35,493 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #173.
Kovack Advisors first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Kovack Advisors held 35,493 shares of Bristol-Myers Squibb worth $2.17M as of Q1 2026.
- Kovack Advisors bought 65 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.79K.
- Bristol-Myers Squibb made up 0.12% of Kovack Advisors's portfolio in Q1 2026, its #173 holding.
- Kovack Advisors first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.