Lloyd 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
Q2
$2.76K Sell
48
-14
-23% -$804 ﹤0.01% 475
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

Lloyd Advisory Services's BMY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 23% in Q2 2026, selling an estimated $804 and leaving 48 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Lloyd Advisory Services first reported a position in BMY in Q4 2019 and has held it in 16 quarters since. The position peaked at $572K in Q3 2023. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Lloyd Advisory Services held 48 shares of Bristol-Myers Squibb worth $2.76K as of Q2 2026.
  • Lloyd Advisory Services sold 14 Bristol-Myers Squibb shares in Q2 2026, an estimated $804.
  • Bristol-Myers Squibb made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #475 holding.
  • Lloyd Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 16 quarters since.
  • Lloyd Advisory Services's Bristol-Myers Squibb position peaked at $572K in Q3 2023.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.