Loring Wolcott & Coolidge Fiduciary 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
Q2 | $487K | Sell |
8,457
-50
| -0.6% | -$2.87K | ﹤0.01% | 235 |
|
|
2026
Q1 | $499K | Buy |
8,507
+262
| +3% | +$15.3K | 0.01% | 234 |
|
|
2025
Q4 | $458K | Sell |
8,245
-20
| -0.2% | -$962 | ﹤0.01% | 250 |
|
|
2025
Q3 | $362K | Sell |
8,265
-5,538
| -40% | -$259K | ﹤0.01% | 270 |
|
|
2025
Q2 | $639K | Sell |
13,803
-355
| -3% | -$17.4K | 0.01% | 191 |
|
|
2025
Q1 | $687K | Hold |
14,158
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $858K | Sell |
14,158
-5,430
| -28% | -$303K | 0.01% | 177 |
|
|
2024
Q3 | $1.04M | Sell |
19,588
-610
| -3% | -$28.6K | 0.01% | 160 |
|
|
2024
Q2 | $832K | Sell |
20,198
-2,164
| -10% | -$96.8K | 0.01% | 165 |
|
|
2024
Q1 | $1.1M | Sell |
22,362
-10,599
| -32% | -$540K | 0.01% | 141 |
|
|
2023
Q4 | $1.61M | Sell |
32,961
-13,855
| -30% | -$727K | 0.02% | 125 |
|
|
2023
Q3 | $2.39M | Sell |
46,816
-5,914
| -11% | -$362K | 0.03% | 104 |
|
|
2023
Q2 | $3.37M | Sell |
52,730
-635
| -1% | -$42.6K | 0.04% | 94 |
|
|
2023
Q1 | $3.7M | Sell |
53,365
-1,287
| -2% | -$90.8K | 0.04% | 95 |
|
|
2022
Q4 | $3.93M | Sell |
54,652
-243
| -0.4% | -$18.3K | 0.05% | 91 |
|
|
2022
Q3 | $3.9M | Sell |
54,895
-199
| -0.4% | -$14.4K | 0.05% | 87 |
|
|
2022
Q2 | $4.24M | Buy |
55,094
+1,203
| +2% | +$91.6K | 0.05% | 90 |
|
|
2022
Q1 | $3.94M | Buy |
53,891
+5,568
| +12% | +$374K | 0.04% | 97 |
|
|
2021
Q4 | $3.01M | Sell |
48,323
-200
| -0.4% | -$11.7K | 0.03% | 107 |
|
|
2021
Q3 | $2.87M | Sell |
48,523
-1,831
| -4% | -$121K | 0.03% | 103 |
|
|
2021
Q2 | $3.37M | Buy |
50,354
+3,551
| +8% | +$232K | 0.03% | 101 |
|
|
2021
Q1 | $2.96M | Sell |
46,803
-8,420
| -15% | -$524K | 0.03% | 103 |
|
|
2020
Q4 | $3.43M | Sell |
55,223
-2,855
| -5% | -$176K | 0.04% | 100 |
|
|
2020
Q3 | $3.5M | Sell |
58,078
-1,765
| -3% | -$106K | 0.04% | 93 |
|
|
2020
Q2 | $3.52M | Sell |
59,843
-408
| -0.7% | -$24.4K | 0.05% | 92 |
|
|
2020
Q1 | $3.36M | Sell |
60,251
-422
| -0.7% | -$25.8K | 0.06% | 86 |
|
|
2019
Q4 | $3.9M | Buy |
60,673
+30,151
| +99% | +$1.73M | 0.05% | 91 |
|
|
2019
Q3 | $1.55M | Buy |
30,522
+2,359
| +8% | +$111K | 0.02% | 128 |
|
|
2019
Q2 | $1.28M | Sell |
28,163
-41
| -0.1% | -$1.91K | 0.02% | 139 |
|
|
2019
Q1 | $1.35M | Sell |
28,204
-1,386
| -5% | -$69K | 0.02% | 138 |
|
|
2018
Q4 | $1.54M | Sell |
29,590
-2,264
| -7% | -$122K | 0.03% | 125 |
|
|
2018
Q3 | $1.98M | Hold |
31,854
| – | – | 0.03% | 126 |
|
|
2018
Q2 | $1.76M | Sell |
31,854
-1,946
| -6% | -$105K | 0.03% | 131 |
|
|
2018
Q1 | $2.14M | Sell |
33,800
-875
| -3% | -$56.3K | 0.04% | 122 |
|
|
2017
Q4 | $2.13M | Sell |
34,675
-665
| -2% | -$41.6K | 0.04% | 123 |
|
|
2017
Q3 | $2.25M | Buy |
35,340
+325
| +0.9% | +$19K | 0.04% | 116 |
|
|
2017
Q2 | $1.99M | Hold |
35,015
| – | – | 0.04% | 120 |
|
|
2017
Q1 | $1.91M | Sell |
35,015
-1,214
| -3% | -$66.6K | 0.04% | 119 |
|
|
2016
Q4 | $2.12M | Buy |
36,229
+590
| +2% | +$32.3K | 0.05% | 113 |
|
|
2016
Q3 | $1.92M | Buy |
35,639
+10,125
| +40% | +$650K | 0.04% | 118 |
|
|
2016
Q2 | $1.88M | Buy |
25,514
+4,320
| +20% | +$305K | 0.04% | 118 |
|
|
2016
Q1 | $1.35M | Hold |
21,194
| – | – | 0.03% | 135 |
|
|
2015
Q4 | $1.46M | Buy |
21,194
+6,121
| +41% | +$404K | 0.04% | 132 |
|
|
2015
Q3 | $1M | Hold |
15,073
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $1M | Sell |
15,073
-1,508
| -9% | -$99.4K | 0.03% | 155 |
|
|
2015
Q1 | $1.07M | Sell |
16,581
-1,845
| -10% | -$116K | 0.03% | 152 |
|
|
2014
Q4 | $1.09M | Sell |
18,426
-2,708
| -13% | -$153K | 0.03% | 149 |
|
|
2014
Q3 | $1.08M | Buy |
21,134
+480
| +2% | +$24K | 0.03% | 145 |
|
|
2014
Q2 | $1M | Sell |
20,654
-916
| -4% | -$45.1K | 0.03% | 149 |
|
|
2014
Q1 | $1.12M | Buy |
21,570
+1,468
| +7% | +$78.1K | 0.03% | 141 |
|
|
2013
Q4 | $1.07M | Buy |
20,102
+6,650
| +49% | +$339K | 0.03% | 144 |
|
|
2013
Q3 | $623K | Sell |
13,452
-1,115
| -8% | -$48.9K | 0.02% | 170 |
|
|
2013
Q2 | $651K | Buy |
+14,567
| New | +$632K | 0.02% | 176 |
|
Other funds holding BMY
Loring Wolcott & Coolidge Fiduciary Advisors's BMY Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.59% in Q2 2026, selling an estimated $2.87K and leaving 8,457 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #235.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.24M in Q2 2022. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 8,457 shares of Bristol-Myers Squibb worth $487K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.87K.
- Bristol-Myers Squibb made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #235 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Bristol-Myers Squibb position peaked at $4.24M in Q2 2022.
- 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.