Lido Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lido Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$394K	Hold	6,500	–	–	﹤0.01%	1429
2025 Q4	$351K	Hold	6,500	–	–	﹤0.01%	1482
2025 Q3	$293K	Hold	6,500	–	–	﹤0.01%	1500
2025 Q2	$301K	Buy	6,500 +1,500	+30%	+$73.6K	﹤0.01%	1345
2025 Q1	$305K	Hold	5,000	–	–	﹤0.01%	1209
2024 Q4	$283K	Sell	5,000 -2,200	-31%	-$123K	﹤0.01%	1233
2024 Q3	$373K	Hold	7,200	–	–	﹤0.01%	1069
2024 Q2	$299K	Buy	7,200 +1,700	+31%	+$76.1K	﹤0.01%	1123
2024 Q1	$298K	Sell	5,500 -6,600	-55%	-$336K	﹤0.01%	1100
2023 Q4	$621K	Hold	12,100	–	–	﹤0.01%	783
2023 Q3	$702K	Hold	12,100	–	–	0.01%	646
2023 Q2	$774K	Sell	12,100 -2,500	-17%	-$168K	0.01%	603
2023 Q1	$1.01M	Buy	14,600 +3,300	+29%	+$233K	0.01%	479
2022 Q4	$813K	Sell	11,300 -4,400	-28%	-$332K	0.01%	457
2022 Q3	$1.12M	Hold	15,700	–	–	0.01%	343
2022 Q2	$1.21M	Buy	15,700 +2,500	+19%	+$190K	0.02%	306
2022 Q1	$963K	Buy	+13,200	New	+$886K	0.01%	403

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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. 2,518 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.
2,518 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.