Level Four Advisory Services’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 | $2.23M | Buy |
36,717
+4,961
| +16% | +$289K | 0.07% | 275 |
|
|
2025
Q4 | $1.71M | Buy |
31,756
+6,701
| +27% | +$322K | 0.06% | 307 |
|
|
2025
Q3 | $1.13M | Buy |
25,055
+968
| +4% | +$45.2K | 0.04% | 381 |
|
|
2025
Q2 | $1.12M | Sell |
24,087
-1,920
| -7% | -$94.2K | 0.04% | 356 |
|
|
2025
Q1 | $1.59M | Buy |
26,007
+2,164
| +9% | +$126K | 0.07% | 276 |
|
|
2024
Q4 | $1.35M | Sell |
23,843
-879
| -4% | -$49.1K | 0.06% | 292 |
|
|
2024
Q3 | $1.38M | Buy |
24,722
+2,400
| +11% | +$113K | 0.06% | 287 |
|
|
2024
Q2 | $927K | Sell |
22,322
-4,070
| -15% | -$182K | 0.04% | 353 |
|
|
2024
Q1 | $1.35M | Hold |
26,392
| – | – | 0.07% | 255 |
|
|
2023
Q4 | $1.35M | Sell |
26,392
-3,527
| -12% | -$185K | 0.08% | 253 |
|
|
2023
Q3 | $1.74M | Sell |
29,919
-3,473
| -10% | -$213K | 0.11% | 206 |
|
|
2023
Q2 | $2.14M | Sell |
33,392
-3,694
| -10% | -$248K | 0.13% | 177 |
|
|
2023
Q1 | $2.57M | Buy |
37,086
+2,362
| +7% | +$167K | 0.17% | 147 |
|
|
2022
Q4 | $2.5M | Buy |
34,724
+10,409
| +43% | +$785K | 0.19% | 132 |
|
|
2022
Q3 | $1.73M | Sell |
24,315
-1,228
| -5% | -$89.1K | 0.17% | 144 |
|
|
2022
Q2 | $1.97M | Sell |
25,543
-1,476
| -5% | -$112K | 0.19% | 133 |
|
|
2022
Q1 | $1.97M | Buy |
27,019
+897
| +3% | +$60.2K | 0.15% | 150 |
|
|
2021
Q4 | $1.63M | Buy |
26,122
+4,144
| +19% | +$243K | 0.12% | 179 |
|
|
2021
Q3 | $1.3M | Sell |
21,978
-13,900
| -39% | -$915K | 0.14% | 163 |
|
|
2021
Q2 | $2.4M | Sell |
35,878
-1,041
| -3% | -$67.9K | 0.17% | 143 |
|
|
2021
Q1 | $2.33M | Buy |
36,919
+354
| +1% | +$22K | 0.18% | 142 |
|
|
2020
Q4 | $2.27M | Buy |
36,565
+1,255
| +4% | +$77.2K | 0.18% | 138 |
|
|
2020
Q3 | $2.13M | Buy |
35,310
+1,164
| +3% | +$70.1K | 0.16% | 140 |
|
|
2020
Q2 | $2.02M | Buy |
34,146
+2,924
| +9% | +$175K | 0.16% | 151 |
|
|
2020
Q1 | $1.74M | Buy |
31,222
+900
| +3% | +$55K | 0.21% | 119 |
|
|
2019
Q4 | $1.95M | Buy |
30,322
+9,468
| +45% | +$542K | 0.08% | 222 |
|
|
2019
Q3 | $1.06M | Buy |
20,854
+974
| +5% | +$45.8K | 0.11% | 196 |
|
|
2019
Q2 | $901K | Buy |
19,880
+5,517
| +38% | +$257K | 0.09% | 221 |
|
|
2019
Q1 | $686K | Buy |
14,363
+2,811
| +24% | +$140K | 0.08% | 255 |
|
|
2018
Q4 | $600K | Buy |
11,552
+960
| +9% | +$51.6K | 0.07% | 258 |
|
|
2018
Q3 | $658K | Buy |
10,592
+106
| +1% | +$6.29K | 0.07% | 282 |
|
|
2018
Q2 | $580K | Sell |
10,486
-5,277
| -33% | -$285K | 0.04% | 347 |
|
|
2018
Q1 | $997K | Sell |
15,763
-1,050
| -6% | -$67.5K | 0.08% | 235 |
|
|
2017
Q4 | $1.03M | Buy |
16,813
+96
| +0.6% | +$6K | 0.08% | 229 |
|
|
2017
Q3 | $1.07M | Buy |
16,717
+4,042
| +32% | +$236K | 0.09% | 206 |
|
|
2017
Q2 | $673K | Sell |
12,675
-272
| -2% | -$14.8K | 0.1% | 206 |
|
|
2017
Q1 | $688K | Sell |
12,947
-1,586
| -11% | -$87K | 0.07% | 267 |
|
|
2016
Q4 | $849K | Buy |
+14,533
| New | +$795K | 0.11% | 193 |
|
Other funds holding BMY
VCM
VPM
Level Four Advisory Services's BMY Position: Q1 2026 in Review
Level Four Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 16% in Q1 2026, buying an estimated $289K and bringing the position to 36,717 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #275.
Level Four Advisory Services first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.57M in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Level Four Advisory Services held 36,717 shares of Bristol-Myers Squibb worth $2.23M as of Q1 2026.
- Level Four Advisory Services bought 4,961 Bristol-Myers Squibb shares in Q1 2026, an estimated $289K.
- Bristol-Myers Squibb made up 0.07% of Level Four Advisory Services's portfolio in Q1 2026, its #275 holding.
- Level Four Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
- Level Four Advisory Services's Bristol-Myers Squibb position peaked at $2.57M in Q1 2023.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.