Lloyd Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Lloyd Advisory Services’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	$3.73K	Buy	62 +24	+63%	+$1.4K	﹤0.01%	601
2025 Q4	$2.05K	Buy	+38	New	+$1.83K	﹤0.01%	452
2025 Q2	–	Sell	-3,416	Closed	-$208K	–	102
2025 Q1	$208K	Sell	3,416 -508	-13%	-$29.6K	0.1%	97
2024 Q4	$222K	Sell	3,924 -741	-16%	-$41.4K	0.11%	91
2024 Q3	$241K	Buy	+4,665	New	+$219K	0.12%	85
2023 Q4	–	Sell	-9,860	Closed	-$572K	–	170
2023 Q3	$572K	Buy	+9,860	New	+$604K	0.19%	121
2022 Q2	–	Sell	-2,588	Closed	-$189K	–	123
2022 Q1	$189K	Buy	2,588 +1,154	+80%	+$77.5K	0.09%	94
2021 Q4	$89K	Buy	+1,434	New	+$84.1K	0.04%	140
2021 Q3	–	Sell	-580	Closed	-$39K	–	389
2021 Q2	$39K	Hold	580	–	–	0.02%	177
2021 Q1	$37K	Sell	580 -1,317	-69%	-$81.9K	0.02%	164
2020 Q4	$118K	Sell	1,897 -93	-5%	-$5.72K	0.06%	74
2020 Q3	$120K	Buy	1,990 +261	+15%	+$15.7K	0.07%	71
2020 Q2	$102K	Buy	1,729 +1,035	+149%	+$61.9K	0.06%	77
2020 Q1	$39K	Sell	694 -132	-16%	-$8.07K	0.03%	100
2019 Q4	$53K	Buy	+826	New	+$47.3K	0.05%	113

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

Lloyd Advisory Services's BMY Position: Q1 2026 in Review

Lloyd Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 63% in Q1 2026, buying an estimated $1.4K and bringing the position to 62 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Lloyd Advisory Services first reported a position in BMY in Q4 2019 and has held it in 15 quarters since. The position peaked at $572K in Q3 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Lloyd Advisory Services held 62 shares of Bristol-Myers Squibb worth $3.73K as of Q1 2026.
Lloyd Advisory Services bought 24 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.4K.
Bristol-Myers Squibb made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #601 holding.
Lloyd Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's Bristol-Myers Squibb position peaked at $572K in Q3 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.