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
2019
Q3
Sell
-5
Closed -$1K 515
2019
Q2
$1K Buy
+5
New +$233 ﹤0.01% 468

Other funds holding BMY

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.