Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Sell |
26,235
-923
| -3% | -$53K | 0.18% | 92 |
|
|
2026
Q1 | $1.65M | Buy |
27,158
+2,072
| +8% | +$121K | 0.23% | 79 |
|
|
2025
Q4 | $1.35M | Buy |
25,086
+5,129
| +26% | +$247K | 0.19% | 96 |
|
|
2025
Q3 | $900K | Buy |
19,957
+247
| +1% | +$11.5K | 0.12% | 146 |
|
|
2025
Q2 | $912K | Buy |
19,710
+6,329
| +47% | +$311K | 0.14% | 119 |
|
|
2025
Q1 | $816K | Buy |
13,381
+813
| +6% | +$47.4K | 0.14% | 126 |
|
|
2024
Q4 | $711K | Buy |
12,568
+2,511
| +25% | +$140K | 0.12% | 146 |
|
|
2024
Q3 | $520K | Buy |
10,057
+539
| +6% | +$25.3K | 0.09% | 187 |
|
|
2024
Q2 | $395K | Buy |
9,518
+4,189
| +79% | +$187K | 0.07% | 212 |
|
|
2024
Q1 | $289K | Buy |
5,329
+44
| +0.8% | +$2.24K | 0.05% | 256 |
|
|
2023
Q4 | $271K | Sell |
5,285
-1,640
| -24% | -$86.1K | 0.05% | 245 |
|
|
2023
Q3 | $402K | Sell |
6,925
-325
| -4% | -$19.9K | 0.08% | 168 |
|
|
2023
Q2 | $464K | Sell |
7,250
-476
| -6% | -$31.9K | 0.09% | 145 |
|
|
2023
Q1 | $535K | Buy |
7,726
+283
| +4% | +$20K | 0.11% | 116 |
|
|
2022
Q4 | $536K | Buy |
7,443
+1,700
| +30% | +$128K | 0.12% | 109 |
|
|
2022
Q3 | $408K | Sell |
5,743
-356
| -6% | -$25.8K | 0.1% | 117 |
|
|
2022
Q2 | $470K | Buy |
6,099
+1,264
| +26% | +$96.3K | 0.12% | 95 |
|
|
2022
Q1 | $353K | Buy |
4,835
+372
| +8% | +$25K | 0.08% | 149 |
|
|
2021
Q4 | $278K | Buy |
4,463
+212
| +5% | +$12.4K | 0.06% | 153 |
|
|
2021
Q3 | $252K | Buy |
4,251
+427
| +11% | +$28.1K | 0.06% | 152 |
|
|
2021
Q2 | $256K | Sell |
3,824
-842
| -18% | -$54.9K | 0.06% | 144 |
|
|
2021
Q1 | $295K | Buy |
4,666
+995
| +27% | +$61.9K | 0.08% | 111 |
|
|
2020
Q4 | $228K | Sell |
3,671
-268
| -7% | -$16.5K | 0.06% | 127 |
|
|
2020
Q3 | $237K | Buy |
+3,939
| New | +$237K | 0.07% | 107 |
|
|
2020
Q1 | – | Sell |
-4,193
| Closed | -$269K | – | 68 |
|
|
2019
Q4 | $269K | Buy |
+4,193
| New | +$240K | 0.09% | 102 |
|
|
2019
Q2 | – | Sell |
-3,943
| Closed | -$188K | – | 220 |
|
|
2019
Q1 | $188K | Sell |
3,943
-1,041
| -21% | -$51.9K | 0.06% | 111 |
|
|
2018
Q4 | $259K | Sell |
4,984
-102
| -2% | -$5.48K | 0.1% | 86 |
|
|
2018
Q3 | $315K | Sell |
5,086
-1,215
| -19% | -$72.1K | 0.11% | 73 |
|
|
2018
Q2 | $358K | Buy |
6,301
+4,166
| +195% | +$225K | 0.14% | 64 |
|
|
2018
Q1 | $130K | Sell |
2,135
-55
| -3% | -$3.54K | 0.05% | 145 |
|
|
2017
Q4 | $134K | Buy |
+2,190
| New | +$137K | 0.06% | 151 |
|
Other funds holding BMY
Legacy Financial Advisors's BMY Position: Q2 2026 in Review
Legacy Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q2 2026, selling an estimated $53K and leaving 26,235 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #92.
Legacy Financial Advisors first reported a position in BMY in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.65M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Legacy Financial Advisors held 26,235 shares of Bristol-Myers Squibb worth $1.51M as of Q2 2026.
- Legacy Financial Advisors sold 923 Bristol-Myers Squibb shares in Q2 2026, an estimated $53K.
- Bristol-Myers Squibb made up 0.18% of Legacy Financial Advisors's portfolio in Q2 2026, its #92 holding.
- Legacy Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 31 quarters since.
- Legacy Financial Advisors's Bristol-Myers Squibb position peaked at $1.65M in Q1 2026.
- 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.