LPL Financial’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 | $195M | Buy |
3,212,769
+359,262
| +13% | +$20.9M | 0.05% | 348 |
|
|
2025
Q4 | $154M | Buy |
2,853,507
+134,497
| +5% | +$6.47M | 0.04% | 406 |
|
|
2025
Q3 | $123M | Buy |
2,719,010
+199,985
| +8% | +$9.34M | 0.04% | 455 |
|
|
2025
Q2 | $117M | Sell |
2,519,025
-749,529
| -23% | -$36.8M | 0.04% | 427 |
|
|
2025
Q1 | $199M | Sell |
3,268,554
-122,853
| -4% | -$7.16M | 0.08% | 245 |
|
|
2024
Q4 | $192M | Buy |
3,391,407
+344,201
| +11% | +$19.2M | 0.08% | 224 |
|
|
2024
Q3 | $158M | Buy |
3,047,206
+80,435
| +3% | +$3.77M | 0.07% | 249 |
|
|
2024
Q2 | $123M | Buy |
2,966,771
+529,123
| +22% | +$23.7M | 0.06% | 273 |
|
|
2024
Q1 | $132M | Buy |
2,437,648
+533,070
| +28% | +$27.2M | 0.07% | 247 |
|
|
2023
Q4 | $97.7M | Sell |
1,904,578
-121,474
| -6% | -$6.38M | 0.06% | 289 |
|
|
2023
Q3 | $118M | Buy |
2,026,052
+72,947
| +4% | +$4.47M | 0.08% | 217 |
|
|
2023
Q2 | $125M | Buy |
1,953,105
+131,293
| +7% | +$8.8M | 0.09% | 205 |
|
|
2023
Q1 | $126M | Buy |
1,821,812
+224,031
| +14% | +$15.8M | 0.1% | 191 |
|
|
2022
Q4 | $115M | Sell |
1,597,781
-64,039
| -4% | -$4.83M | 0.1% | 195 |
|
|
2022
Q3 | $118M | Sell |
1,661,820
-30,252
| -2% | -$2.19M | 0.11% | 166 |
|
|
2022
Q2 | $130M | Buy |
1,692,072
+67,035
| +4% | +$5.11M | 0.12% | 158 |
|
|
2022
Q1 | $119M | Buy |
1,625,037
+176,074
| +12% | +$11.8M | 0.1% | 185 |
|
|
2021
Q4 | $90.3M | Buy |
1,448,963
+167,661
| +13% | +$9.84M | 0.08% | 241 |
|
|
2021
Q3 | $75.8M | Buy |
1,281,302
+57,017
| +5% | +$3.75M | 0.07% | 255 |
|
|
2021
Q2 | $81.8M | Buy |
1,224,285
+64,427
| +6% | +$4.2M | 0.08% | 224 |
|
|
2021
Q1 | $73.2M | Buy |
1,159,858
+52,858
| +5% | +$3.29M | 0.08% | 226 |
|
|
2020
Q4 | $68.7M | Buy |
1,107,000
+95,811
| +9% | +$5.89M | 0.09% | 213 |
|
|
2020
Q3 | $61M | Buy |
1,011,189
+100,138
| +11% | +$6.03M | 0.1% | 197 |
|
|
2020
Q2 | $53.6M | Buy |
911,051
+132,219
| +17% | +$7.91M | 0.09% | 198 |
|
|
2020
Q1 | $43.4M | Buy |
778,832
+21,657
| +3% | +$1.32M | 0.09% | 188 |
|
|
2019
Q4 | $48.6M | Buy |
757,175
+141,389
| +23% | +$8.1M | 0.09% | 198 |
|
|
2019
Q3 | $31.2M | Sell |
615,786
-11,152
| -2% | -$524K | 0.06% | 247 |
|
|
2019
Q2 | $28.4M | Buy |
626,938
+37,124
| +6% | +$1.73M | 0.06% | 260 |
|
|
2019
Q1 | $28.1M | Buy |
589,814
+62,821
| +12% | +$3.13M | 0.06% | 261 |
|
|
2018
Q4 | $27.4M | Sell |
526,993
-1,202
| -0.2% | -$64.6K | 0.07% | 231 |
|
|
2018
Q3 | $32.8M | Sell |
528,195
-10,684
| -2% | -$634K | 0.08% | 217 |
|
|
2018
Q2 | $29.8M | Buy |
538,879
+11,615
| +2% | +$627K | 0.08% | 209 |
|
|
2018
Q1 | $33.3M | Sell |
527,264
-345
| -0.1% | -$22.2K | 0.09% | 193 |
|
|
2017
Q4 | $32.3M | Buy |
527,609
+46,114
| +10% | +$2.88M | 0.1% | 181 |
|
|
2017
Q3 | $30.7M | Sell |
481,495
-6,658
| -1% | -$389K | 0.11% | 170 |
|
|
2017
Q2 | $27.2M | Buy |
488,153
+465,991
| +2,103% | +$25.4M | 0.1% | 180 |
|
|
2017
Q1 | $1.2M | Sell |
22,162
-16,099
| -42% | -$883K | 0.01% | 1137 |
|
|
2016
Q4 | $2.27M | Sell |
38,261
-52,935
| -58% | -$2.89M | 0.02% | 735 |
|
|
2016
Q3 | $5.03M | Buy |
91,196
+24,784
| +37% | +$1.59M | 0.05% | 375 |
|
|
2016
Q2 | $4.91M | Sell |
66,412
-561,771
| -89% | -$39.7M | 0.04% | 380 |
|
|
2016
Q1 | $41.3M | Sell |
628,183
-61,845
| -9% | -$3.9M | 0.12% | 166 |
|
|
2015
Q4 | $47.2M | Buy |
690,028
+289,323
| +72% | +$19.1M | 0.13% | 143 |
|
|
2015
Q3 | $24.8M | Sell |
400,705
-8,774
| -2% | -$557K | 0.14% | 148 |
|
|
2015
Q2 | $27.6M | Buy |
409,479
+21,788
| +6% | +$1.44M | 0.14% | 151 |
|
|
2015
Q1 | $24.6M | Buy |
387,691
+28,900
| +8% | +$1.81M | 0.13% | 150 |
|
|
2014
Q4 | $21.2M | Sell |
358,791
-1,166
| -0.3% | -$65.8K | 0.12% | 166 |
|
|
2014
Q3 | $18.2M | Buy |
359,957
+16,401
| +5% | +$819K | 0.11% | 183 |
|
|
2014
Q2 | $16.7M | Sell |
343,556
-18,641
| -5% | -$919K | 0.1% | 189 |
|
|
2014
Q1 | $18.8M | Sell |
362,197
-8,924
| -2% | -$475K | 0.12% | 169 |
|
|
2013
Q4 | $19.7M | Sell |
371,121
-56,409
| -13% | -$2.87M | 0.12% | 159 |
|
|
2013
Q3 | $20.4M | Buy |
427,530
+16,295
| +4% | +$715K | 0.14% | 150 |
|
|
2013
Q2 | $18.4M | Buy |
+411,235
| New | +$17.9M | 0.13% | 139 |
|
Other funds holding BMY
VCM
VPM
LPL Financial's BMY Position: Q1 2026 in Review
LPL Financial increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $20.9M and bringing the position to 3,212,769 shares worth $195M. The position accounts for 0.05% of the portfolio, ranked #348.
LPL Financial first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $199M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- LPL Financial held 3,212,769 shares of Bristol-Myers Squibb worth $195M as of Q1 2026.
- LPL Financial bought 359,262 Bristol-Myers Squibb shares in Q1 2026, an estimated $20.9M.
- Bristol-Myers Squibb made up 0.05% of LPL Financial's portfolio in Q1 2026, its #348 holding.
- LPL Financial first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Bristol-Myers Squibb position peaked at $199M in Q1 2025.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.