Kovack Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Kovack Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3	Closed	-$1K	–	530
2020 Q2	$1K	Buy	+3	New	+$179	﹤0.01%	492
2019 Q4	–	Sell	-3	Closed	-$2K	–	490
2019 Q3	$2K	Sell	3 -5	-63%	-$235	﹤0.01%	494
2019 Q2	$2K	Buy	8 +4	+100%	+$186	﹤0.01%	460
2019 Q1	$2K	Buy	+4	New	+$199	﹤0.01%	440
2015 Q3	–	Sell	-1	Closed	-$1K	–	225
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	207
2015 Q1	$1K	Sell	1 -2	-67%	-$125	﹤0.01%	182
2014 Q4	$2K	Sell	3 -6	-67%	-$338	﹤0.01%	159
2014 Q3	$2K	Sell	9 -10	-53%	-$500	﹤0.01%	115
2014 Q2	$1K	Buy	19 +9	+90%	+$444	﹤0.01%	110
2014 Q1	$2K	Buy	10 +4	+67%	+$213	0.01%	77
2013 Q4	$2K	Sell	6 -19	-76%	-$968	0.01%	65
2013 Q3	$7K	Buy	+25	New	+$1.1K	0.04%	60

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kovack Advisors's BMY Position: Q2 2026 in Review

Kovack Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.9% in Q2 2026, selling an estimated $58.7K and leaving 34,471 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #215.

Kovack Advisors first reported a position in BMY in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.17M in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kovack Advisors held 34,471 shares of Bristol-Myers Squibb worth $1.97M as of Q2 2026.
Kovack Advisors sold 1,022 Bristol-Myers Squibb shares in Q2 2026, an estimated $58.7K.
Bristol-Myers Squibb made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #215 holding.
Kovack Advisors first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 52 quarters since.
Kovack Advisors's Bristol-Myers Squibb position peaked at $2.17M in Q1 2026.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.