L.J. Altfest & Co’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 | $1.69M | Sell |
27,862
-233
| -0.8% | -$13.6K | 0.18% | 99 |
|
|
2025
Q4 | $1.52M | Buy |
28,095
+430
| +2% | +$20.7K | 0.17% | 98 |
|
|
2025
Q3 | $1.25M | Sell |
27,665
-6,195
| -18% | -$289K | 0.14% | 111 |
|
|
2025
Q2 | $1.57M | Sell |
33,860
-4,053
| -11% | -$199K | 0.18% | 91 |
|
|
2025
Q1 | $2.31M | Buy |
37,913
+1,745
| +5% | +$102K | 0.29% | 61 |
|
|
2024
Q4 | $2.05M | Buy |
36,168
+9,222
| +34% | +$515K | 0.26% | 71 |
|
|
2024
Q3 | $1.39M | Buy |
26,946
+580
| +2% | +$27.2K | 0.19% | 91 |
|
|
2024
Q2 | $1.09M | Sell |
26,366
-83
| -0.3% | -$3.71K | 0.15% | 105 |
|
|
2024
Q1 | $1.43M | Sell |
26,449
-232
| -0.9% | -$11.8K | 0.2% | 82 |
|
|
2023
Q4 | $1.37M | Sell |
26,681
-3,468
| -12% | -$182K | 0.2% | 91 |
|
|
2023
Q3 | $1.75M | Sell |
30,149
-2,712
| -8% | -$166K | 0.28% | 58 |
|
|
2023
Q2 | $2.1M | Buy |
32,861
+2,406
| +8% | +$161K | 0.32% | 50 |
|
|
2023
Q1 | $2.11M | Sell |
30,455
-164
| -0.5% | -$11.6K | 0.33% | 45 |
|
|
2022
Q4 | $2.2M | Sell |
30,619
-703
| -2% | -$53K | 0.37% | 54 |
|
|
2022
Q3 | $2.23M | Sell |
31,322
-46
| -0.1% | -$3.34K | 0.42% | 41 |
|
|
2022
Q2 | $2.42M | Sell |
31,368
-270
| -0.9% | -$20.6K | 0.43% | 40 |
|
|
2022
Q1 | $2.31M | Sell |
31,638
-7,921
| -20% | -$532K | 0.41% | 43 |
|
|
2021
Q4 | $2.47M | Buy |
39,559
+8,921
| +29% | +$523K | 0.47% | 46 |
|
|
2021
Q3 | $1.81M | Sell |
30,638
-3,329
| -10% | -$219K | 0.38% | 43 |
|
|
2021
Q2 | $2.27M | Sell |
33,967
-381
| -1% | -$24.8K | 0.49% | 36 |
|
|
2021
Q1 | $2.17M | Buy |
34,348
+302
| +0.9% | +$18.8K | 0.51% | 37 |
|
|
2020
Q4 | $2.11M | Buy |
34,046
+3,345
| +11% | +$206K | 0.52% | 33 |
|
|
2020
Q3 | $1.85M | Sell |
30,701
-1,383
| -4% | -$83.2K | 0.49% | 32 |
|
|
2020
Q2 | $1.89M | Sell |
32,084
-4,723
| -13% | -$282K | 0.54% | 31 |
|
|
2020
Q1 | $2.05M | Sell |
36,807
-315
| -0.8% | -$19.3K | 0.64% | 25 |
|
|
2019
Q4 | $2.38M | Buy |
37,122
+153
| +0.4% | +$8.76K | 0.6% | 32 |
|
|
2019
Q3 | $1.88M | Sell |
36,969
-5,683
| -13% | -$267K | 0.48% | 33 |
|
|
2019
Q2 | $1.93M | Sell |
42,652
-1,343
| -3% | -$62.6K | 0.51% | 35 |
|
|
2019
Q1 | $2.1M | Sell |
43,995
-1,230
| -3% | -$61.3K | 0.51% | 34 |
|
|
2018
Q4 | $2.35M | Sell |
45,225
-2,564
| -5% | -$138K | 0.66% | 24 |
|
|
2018
Q3 | $2.97M | Sell |
47,789
-161
| -0.3% | -$9.55K | 0.86% | 20 |
|
|
2018
Q2 | $2.65M | Sell |
47,950
-11,724
| -20% | -$633K | 0.99% | 18 |
|
|
2018
Q1 | $3.77M | Sell |
59,674
-1,126
| -2% | -$72.4K | 1.63% | 13 |
|
|
2017
Q4 | $3.73M | Buy |
60,800
+3,237
| +6% | +$202K | 1.41% | 12 |
|
|
2017
Q3 | $3.67M | Buy |
57,563
+653
| +1% | +$38.1K | 1.78% | 9 |
|
|
2017
Q2 | $3.17M | Buy |
56,910
+6,772
| +14% | +$369K | 1.91% | 10 |
|
|
2017
Q1 | $2.73M | Buy |
50,138
+4,254
| +9% | +$233K | 1.08% | 17 |
|
|
2016
Q4 | $2.68M | Sell |
45,884
-574
| -1% | -$31.4K | 1.34% | 14 |
|
|
2016
Q3 | $2.5M | Buy |
46,458
+349
| +0.8% | +$22.4K | 1.67% | 14 |
|
|
2016
Q2 | $3.39M | Sell |
46,109
-501
| -1% | -$35.4K | 2.36% | 9 |
|
|
2016
Q1 | $2.98M | Buy |
46,610
+259
| +0.6% | +$16.3K | 3.06% | 6 |
|
|
2015
Q4 | $3.19M | Sell |
46,351
-1,345
| -3% | -$88.9K | 3.12% | 6 |
|
|
2015
Q3 | $2.82M | Sell |
47,696
-1,085
| -2% | -$68.8K | 2.79% | 7 |
|
|
2015
Q2 | $3.25M | Sell |
48,781
-637
| -1% | -$42K | 2.98% | 5 |
|
|
2015
Q1 | $3.19M | Sell |
49,418
-426
| -0.9% | -$26.7K | 2.97% | 6 |
|
|
2014
Q4 | $2.94M | Sell |
49,844
-599
| -1% | -$33.8K | 2.41% | 6 |
|
|
2014
Q3 | $2.56M | Sell |
50,443
-2,586
| -5% | -$129K | 2.52% | 8 |
|
|
2014
Q2 | $2.55M | Buy |
53,029
+1,738
| +3% | +$85.6K | 2.51% | 8 |
|
|
2014
Q1 | $2.5M | Sell |
51,291
-370
| -0.7% | -$19.7K | 2.33% | 8 |
|
|
2013
Q4 | $2.75M | Buy |
+51,661
| New | +$2.63M | 2.34% | 6 |
|
Other funds holding BMY
VCM
VPM
L.J. Altfest & Co's BMY Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Bristol-Myers Squibb (BMY) stake by 0.83% in Q1 2026, selling an estimated $13.6K and leaving 27,862 shares worth $1.69M. The position accounts for 0.18% of the portfolio, ranked #99.
L.J. Altfest & Co first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.77M in Q1 2018. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- L.J. Altfest & Co held 27,862 shares of Bristol-Myers Squibb worth $1.69M as of Q1 2026.
- L.J. Altfest & Co sold 233 Bristol-Myers Squibb shares in Q1 2026, an estimated $13.6K.
- Bristol-Myers Squibb made up 0.18% of L.J. Altfest & Co's portfolio in Q1 2026, its #99 holding.
- L.J. Altfest & Co first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
- L.J. Altfest & Co's Bristol-Myers Squibb position peaked at $3.77M in Q1 2018.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.