Krilogy Financial’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 | $4.13M | Sell |
70,047
-3,421
| -5% | -$199K | 0.13% | 135 |
|
|
2025
Q4 | $4.01M | Buy |
73,468
+28,033
| +62% | +$1.35M | 0.14% | 124 |
|
|
2025
Q3 | $2.11M | Buy |
45,435
+33,843
| +292% | +$1.58M | 0.08% | 189 |
|
|
2025
Q2 | $537K | Buy |
11,592
+651
| +6% | +$32K | 0.03% | 216 |
|
|
2025
Q1 | $667K | Buy |
10,941
+856
| +8% | +$49.9K | 0.04% | 191 |
|
|
2024
Q4 | $570K | Buy |
+10,085
| New | +$563K | 0.04% | 192 |
|
|
2023
Q4 | – | Sell |
-10,748
| Closed | -$624K | – | 201 |
|
|
2023
Q3 | $624K | Sell |
10,748
-5,035
| -32% | -$309K | 0.06% | 171 |
|
|
2023
Q2 | $1.01M | Sell |
15,783
-13,004
| -45% | -$872K | 0.09% | 149 |
|
|
2023
Q1 | $2M | Sell |
28,787
-25,197
| -47% | -$1.78M | 0.17% | 111 |
|
|
2022
Q4 | $3.88M | Buy |
53,984
+39,046
| +261% | +$2.94M | 0.37% | 51 |
|
|
2022
Q3 | $1.06M | Buy |
14,938
+373
| +3% | +$27.1K | 0.13% | 113 |
|
|
2022
Q2 | $1.12M | Sell |
14,565
-728
| -5% | -$55.4K | 0.13% | 110 |
|
|
2022
Q1 | $1.12M | Sell |
15,293
-1,739
| -10% | -$117K | 0.11% | 123 |
|
|
2021
Q4 | $1.06M | Buy |
17,032
+1,335
| +9% | +$78.3K | 0.11% | 127 |
|
|
2021
Q3 | $929K | Buy |
15,697
+7,438
| +90% | +$490K | 0.09% | 140 |
|
|
2021
Q2 | $552K | Sell |
8,259
-445
| -5% | -$29K | 0.06% | 171 |
|
|
2021
Q1 | $549K | Buy |
8,704
+2,237
| +35% | +$139K | 0.06% | 167 |
|
|
2020
Q4 | $401K | Buy |
6,467
+5
| +0.1% | +$307 | 0.05% | 193 |
|
|
2020
Q3 | $390K | Buy |
6,462
+86
| +1% | +$5.18K | 0.05% | 180 |
|
|
2020
Q2 | $375K | Buy |
6,376
+234
| +4% | +$14K | 0.06% | 168 |
|
|
2020
Q1 | $342K | Sell |
6,142
-904
| -13% | -$55.3K | 0.07% | 147 |
|
|
2019
Q4 | $452K | Buy |
7,046
+2,553
| +57% | +$146K | 0.07% | 132 |
|
|
2019
Q3 | $228K | Buy |
+4,493
| New | +$211K | 0.04% | 171 |
|
|
2018
Q4 | – | Sell |
-1,143
| Closed | -$71K | – | 196 |
|
|
2018
Q3 | $71K | Buy |
+1,143
| New | +$67.8K | 0.02% | 268 |
|
|
2018
Q2 | – | Sell |
-1,078
| Closed | -$68K | – | 213 |
|
|
2018
Q1 | $68K | Hold |
1,078
| – | – | 0.02% | 288 |
|
|
2017
Q4 | $66K | Sell |
1,078
-496
| -32% | -$31K | 0.02% | 288 |
|
|
2017
Q3 | $100K | Sell |
1,574
-146
| -8% | -$8.53K | 0.03% | 242 |
|
|
2017
Q2 | $96K | Sell |
1,720
-234
| -12% | -$12.7K | 0.03% | 218 |
|
|
2017
Q1 | $114K | Hold |
1,954
| – | – | 0.04% | 186 |
|
|
2016
Q4 | $114K | Sell |
1,954
-27
| -1% | -$1.48K | 0.04% | 186 |
|
|
2016
Q3 | $107K | Sell |
1,981
-486
| -20% | -$31.2K | 0.03% | 199 |
|
|
2016
Q2 | $181K | Buy |
2,467
+583
| +31% | +$41.2K | 0.06% | 129 |
|
|
2016
Q1 | $120K | Buy |
+1,884
| New | +$119K | 0.05% | 147 |
|
|
2015
Q4 | – | Sell |
-788
| Closed | -$47K | – | 430 |
|
|
2015
Q3 | $47K | Buy |
+788
| New | +$50K | 0.02% | 212 |
|
Other funds holding BMY
VCM
VPM
Krilogy Financial's BMY Position: Q1 2026 in Review
Krilogy Financial reduced its Bristol-Myers Squibb (BMY) stake by 4.7% in Q1 2026, selling an estimated $199K and leaving 70,047 shares worth $4.13M. The position accounts for 0.13% of the portfolio, ranked #135.
Krilogy Financial first reported a position in BMY in Q3 2015 and has held it in 34 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Krilogy Financial held 70,047 shares of Bristol-Myers Squibb worth $4.13M as of Q1 2026.
- Krilogy Financial sold 3,421 Bristol-Myers Squibb shares in Q1 2026, an estimated $199K.
- Bristol-Myers Squibb made up 0.13% of Krilogy Financial's portfolio in Q1 2026, its #135 holding.
- Krilogy Financial first reported a position in Bristol-Myers Squibb in Q3 2015 and has held it in 34 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.