LVW 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 | $1M | Buy |
17,426
+2,289
| +15% | +$131K | 0.09% | 131 |
|
|
2026
Q1 | $918K | Buy |
15,137
+5,906
| +64% | +$344K | 0.09% | 124 |
|
|
2025
Q4 | $498K | Buy |
9,231
+2,174
| +31% | +$105K | 0.05% | 190 |
|
|
2025
Q3 | $318K | Buy |
7,057
+2,504
| +55% | +$117K | 0.03% | 268 |
|
|
2025
Q2 | $211K | Sell |
4,553
-291
| -6% | -$14.3K | 0.02% | 314 |
|
|
2025
Q1 | $295K | Sell |
4,844
-5,208
| -52% | -$304K | 0.04% | 239 |
|
|
2024
Q4 | $569K | Sell |
10,052
-1,571
| -14% | -$87.8K | 0.07% | 171 |
|
|
2024
Q3 | $601K | Sell |
11,623
-193
| -2% | -$9.05K | 0.08% | 167 |
|
|
2024
Q2 | $491K | Sell |
11,816
-10,614
| -47% | -$475K | 0.07% | 173 |
|
|
2024
Q1 | $1.22M | Buy |
22,430
+87
| +0.4% | +$4.43K | 0.21% | 81 |
|
|
2023
Q4 | $1.15M | Sell |
22,343
-15,973
| -42% | -$838K | 0.21% | 76 |
|
|
2023
Q3 | $2.22M | Sell |
38,316
-29,777
| -44% | -$1.82M | 0.46% | 47 |
|
|
2023
Q2 | $4.35M | Sell |
68,093
-3,505
| -5% | -$235K | 0.84% | 25 |
|
|
2023
Q1 | $4.96M | Buy |
71,598
+2,430
| +4% | +$171K | 0.97% | 20 |
|
|
2022
Q4 | $4.98M | Buy |
69,168
+656
| +1% | +$49.5K | 1.01% | 20 |
|
|
2022
Q3 | $4.87M | Buy |
68,512
+1,555
| +2% | +$113K | 1.09% | 18 |
|
|
2022
Q2 | $5.16M | Sell |
66,957
-263
| -0.4% | -$20K | 1.05% | 21 |
|
|
2022
Q1 | $4.91M | Buy |
67,220
+7,545
| +13% | +$507K | 0.83% | 30 |
|
|
2021
Q4 | $3.72M | Buy |
59,675
+4,501
| +8% | +$264K | 0.63% | 43 |
|
|
2021
Q3 | $3.27M | Buy |
55,174
+3,242
| +6% | +$214K | 0.56% | 47 |
|
|
2021
Q2 | $3.47M | Buy |
51,932
+16,161
| +45% | +$1.05M | 0.62% | 45 |
|
|
2021
Q1 | $2.26M | Buy |
35,771
+29,834
| +503% | +$1.86M | 0.43% | 54 |
|
|
2020
Q4 | $368K | Buy |
5,937
+2,310
| +64% | +$142K | 0.07% | 145 |
|
|
2020
Q3 | $219K | Buy |
+3,627
| New | +$218K | 0.05% | 178 |
|
|
2020
Q1 | – | Sell |
-3,702
| Closed | -$238K | – | 164 |
|
|
2019
Q4 | $238K | Buy |
+3,702
| New | +$212K | 0.05% | 160 |
|
|
2017
Q1 | – | Sell |
-3,444
| Closed | -$201K | – | 124 |
|
|
2016
Q4 | $201K | Buy |
+3,444
| New | +$188K | 0.07% | 141 |
|
|
2016
Q1 | – | Sell |
-3,247
| Closed | -$223K | – | 151 |
|
|
2015
Q4 | $223K | Buy |
+3,247
| New | +$215K | 0.09% | 135 |
|
|
2015
Q3 | – | Sell |
-3,315
| Closed | -$221K | – | 142 |
|
|
2015
Q2 | $221K | Hold |
3,315
| – | – | 0.09% | 135 |
|
|
2015
Q1 | $214K | Sell |
3,315
-100
| -3% | -$6.26K | 0.1% | 140 |
|
|
2014
Q4 | $202K | Buy |
+3,415
| New | +$193K | 0.11% | 151 |
|
Other funds holding BMY
AIM
FWIA
LVW Advisors's BMY Position: Q2 2026 in Review
LVW Advisors increased its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, buying an estimated $131K and bringing the position to 17,426 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #131.
LVW Advisors first reported a position in BMY in Q4 2014 and has held it in 30 quarters since. The position peaked at $5.16M in Q2 2022. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- LVW Advisors held 17,426 shares of Bristol-Myers Squibb worth $1M as of Q2 2026.
- LVW Advisors bought 2,289 Bristol-Myers Squibb shares in Q2 2026, an estimated $131K.
- Bristol-Myers Squibb made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #131 holding.
- LVW Advisors first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 30 quarters since.
- LVW Advisors's Bristol-Myers Squibb position peaked at $5.16M in Q2 2022.
- 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.