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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.