Lido 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
Q1 | $7.15M | Sell |
117,866
-9,477
| -7% | -$552K | 0.02% | 385 |
|
|
2025
Q4 | $6.23M | Buy |
127,343
+13,498
| +12% | +$649K | 0.02% | 407 |
|
|
2025
Q3 | $5.13M | Buy |
113,845
+37,278
| +49% | +$1.74M | 0.02% | 442 |
|
|
2025
Q2 | $3.54M | Sell |
76,567
-38,770
| -34% | -$1.9M | 0.01% | 452 |
|
|
2025
Q1 | $7.03M | Buy |
115,337
+3,382
| +3% | +$197K | 0.03% | 289 |
|
|
2024
Q4 | $6.33M | Sell |
111,955
-22,073
| -16% | -$1.23M | 0.03% | 286 |
|
|
2024
Q3 | $6.93M | Buy |
134,028
+5,263
| +4% | +$247K | 0.03% | 264 |
|
|
2024
Q2 | $5.35M | Sell |
128,765
-40,359
| -24% | -$1.81M | 0.03% | 275 |
|
|
2024
Q1 | $9.17M | Buy |
169,124
+37,046
| +28% | +$1.89M | 0.05% | 187 |
|
|
2023
Q4 | $6.78M | Buy |
132,078
+20,687
| +19% | +$1.09M | 0.05% | 225 |
|
|
2023
Q3 | $6.47M | Sell |
111,391
-67,009
| -38% | -$4.11M | 0.05% | 191 |
|
|
2023
Q2 | $11.4M | Buy |
178,400
+9,160
| +5% | +$614K | 0.08% | 139 |
|
|
2023
Q1 | $11.7M | Buy |
169,240
+90,239
| +114% | +$6.36M | 0.11% | 111 |
|
|
2022
Q4 | $5.68M | Buy |
79,001
+5,436
| +7% | +$410K | 0.07% | 152 |
|
|
2022
Q3 | $5.23M | Sell |
73,565
-1,285
| -2% | -$93.2K | 0.07% | 144 |
|
|
2022
Q2 | $5.76M | Buy |
74,850
+8,080
| +12% | +$615K | 0.08% | 122 |
|
|
2022
Q1 | $4.88M | Buy |
66,770
+16,545
| +33% | +$1.11M | 0.05% | 154 |
|
|
2021
Q4 | $3.13M | Buy |
50,225
+4,452
| +10% | +$261K | 0.03% | 207 |
|
|
2021
Q3 | $2.71M | Buy |
45,773
+10,785
| +31% | +$710K | 0.04% | 227 |
|
|
2021
Q2 | $2.34M | Buy |
34,988
+2,331
| +7% | +$152K | 0.03% | 245 |
|
|
2021
Q1 | $2.08M | Sell |
32,657
-4,327
| -12% | -$269K | 0.04% | 220 |
|
|
2020
Q4 | $2.31M | Buy |
36,984
+6,337
| +21% | +$390K | 0.05% | 197 |
|
|
2020
Q3 | $1.85M | Sell |
30,647
-2,054
| -6% | -$124K | 0.05% | 176 |
|
|
2020
Q2 | $1.92M | Buy |
32,701
+3,271
| +11% | +$196K | 0.06% | 163 |
|
|
2020
Q1 | $1.64M | Sell |
29,430
-8,754
| -23% | -$535K | 0.07% | 158 |
|
|
2019
Q4 | $2.45M | Buy |
38,184
+12,068
| +46% | +$691K | 0.1% | 124 |
|
|
2019
Q3 | $1.32M | Buy |
26,116
+8,223
| +46% | +$386K | 0.07% | 172 |
|
|
2019
Q2 | $811K | Buy |
17,893
+3,594
| +25% | +$167K | 0.05% | 225 |
|
|
2019
Q1 | $682K | Sell |
14,299
-877
| -6% | -$43.7K | 0.04% | 242 |
|
|
2018
Q4 | $788K | Buy |
15,176
+2,032
| +15% | +$109K | 0.08% | 153 |
|
|
2018
Q3 | $815K | Buy |
13,144
+9,199
| +233% | +$546K | 0.08% | 157 |
|
|
2018
Q2 | $218K | Sell |
3,945
-76
| -2% | -$4.11K | 0.03% | 385 |
|
|
2018
Q1 | $254K | Sell |
4,021
-105
| -3% | -$6.75K | 0.03% | 308 |
|
|
2017
Q4 | $252K | Sell |
4,126
-204
| -5% | -$12.8K | 0.04% | 254 |
|
|
2017
Q3 | $267K | Sell |
4,330
-2,075
| -32% | -$121K | 0.04% | 223 |
|
|
2017
Q2 | $357K | Sell |
6,405
-672
| -9% | -$36.6K | 0.07% | 147 |
|
|
2017
Q1 | $389K | Buy |
+7,077
| New | +$388K | 0.11% | 120 |
|
|
2016
Q3 | – | Sell |
-6,729
| Closed | -$495K | – | 159 |
|
|
2016
Q2 | $495K | Buy |
+6,729
| New | +$475K | 0.15% | 62 |
|
Other funds holding BMY
VCM
VPM
Lido Advisors's BMY Position: Q1 2026 in Review
Lido Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7.4% in Q1 2026, selling an estimated $552K and leaving 117,866 shares worth $7.15M. The position accounts for 0.02% of the portfolio, ranked #385.
Lido Advisors first reported a position in BMY in Q2 2016 and has held it in 38 quarters since. The position peaked at $11.7M in Q1 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Lido Advisors held 117,866 shares of Bristol-Myers Squibb worth $7.15M as of Q1 2026.
- Lido Advisors sold 9,477 Bristol-Myers Squibb shares in Q1 2026, an estimated $552K.
- Bristol-Myers Squibb made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #385 holding.
- Lido Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 38 quarters since.
- Lido Advisors's Bristol-Myers Squibb position peaked at $11.7M in Q1 2023.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.