Lyell Wealth Management’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 | $339K | Hold |
5,595
| – | – | 0.02% | 175 |
|
|
2025
Q4 | $302K | Sell |
5,595
-50
| -0.9% | -$2.4K | 0.02% | 183 |
|
|
2025
Q3 | $255K | Hold |
5,645
| – | – | 0.02% | 195 |
|
|
2025
Q2 | $261K | Hold |
5,645
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $344K | Hold |
5,645
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $319K | Hold |
5,645
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $292K | Sell |
5,645
-125
| -2% | -$5.86K | 0.03% | 178 |
|
|
2024
Q2 | $240K | Sell |
5,770
-648
| -10% | -$29K | 0.02% | 187 |
|
|
2024
Q1 | $348K | Sell |
6,418
-1,105
| -15% | -$56.3K | 0.04% | 162 |
|
|
2023
Q4 | $386K | Sell |
7,523
-510
| -6% | -$26.8K | 0.04% | 144 |
|
|
2023
Q3 | $466K | Sell |
8,033
-3,150
| -28% | -$193K | 0.06% | 126 |
|
|
2023
Q2 | $715K | Sell |
11,183
-551
| -5% | -$36.9K | 0.09% | 118 |
|
|
2023
Q1 | $813K | Sell |
11,734
-752
| -6% | -$53K | 0.11% | 121 |
|
|
2022
Q4 | $898K | Sell |
12,486
-975
| -7% | -$73.5K | 0.14% | 106 |
|
|
2022
Q3 | $957K | Buy |
13,461
+848
| +7% | +$61.5K | 0.16% | 101 |
|
|
2022
Q2 | $978K | Buy |
12,613
+70
| +0.6% | +$5.33K | 0.16% | 103 |
|
|
2022
Q1 | $923K | Buy |
12,543
+1,730
| +16% | +$116K | 0.12% | 109 |
|
|
2021
Q4 | $674K | Sell |
10,813
-475
| -4% | -$27.9K | 0.08% | 123 |
|
|
2021
Q3 | $673K | Sell |
11,288
-1,550
| -12% | -$102K | 0.08% | 117 |
|
|
2021
Q2 | $858K | Sell |
12,838
-12
| -0.1% | -$782 | 0.11% | 112 |
|
|
2021
Q1 | $818K | Buy |
12,850
+3,857
| +43% | +$240K | 0.12% | 108 |
|
|
2020
Q4 | $562K | Buy |
8,993
+5,675
| +171% | +$349K | 0.09% | 104 |
|
|
2020
Q3 | $200K | Buy |
+3,318
| New | +$200K | 0.04% | 132 |
|
|
2020
Q1 | – | Sell |
-3,124
| Closed | -$201K | – | 122 |
|
|
2019
Q4 | $201K | Buy |
+3,124
| New | +$179K | 0.05% | 130 |
|
|
2019
Q1 | – | Sell |
-15,642
| Closed | -$813K | – | 120 |
|
|
2018
Q4 | $813K | Sell |
15,642
-870
| -5% | -$46.7K | 0.34% | 65 |
|
|
2018
Q3 | $1.02M | Sell |
16,512
-4,600
| -22% | -$273K | 0.35% | 66 |
|
|
2018
Q2 | $1.17M | Sell |
21,112
-12,807
| -38% | -$692K | 0.43% | 67 |
|
|
2018
Q1 | $2.15M | Sell |
33,919
-1,000
| -3% | -$64.3K | 0.79% | 52 |
|
|
2017
Q4 | $2.14M | Sell |
34,919
-5,061
| -13% | -$317K | 0.85% | 50 |
|
|
2017
Q3 | $2.55M | Buy |
39,980
+795
| +2% | +$46.4K | 1.1% | 39 |
|
|
2017
Q2 | $2.18M | Buy |
39,185
+3,895
| +11% | +$212K | 1.06% | 44 |
|
|
2017
Q1 | $1.92M | Sell |
35,290
-550
| -2% | -$30.2K | 1.04% | 45 |
|
|
2016
Q4 | $2.09M | Buy |
+35,840
| New | +$1.96M | 1.3% | 38 |
|
Other funds holding BMY
VCM
VPM
Lyell Wealth Management's BMY Position: Q1 2026 in Review
Lyell Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,595 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #175.
Lyell Wealth Management first reported a position in BMY in Q4 2016 and has held it in 33 quarters since. The position peaked at $2.55M in Q3 2017. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Lyell Wealth Management held 5,595 shares of Bristol-Myers Squibb worth $339K as of Q1 2026.
- Lyell Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
- Bristol-Myers Squibb made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #175 holding.
- Lyell Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 33 quarters since.
- Lyell Wealth Management's Bristol-Myers Squibb position peaked at $2.55M in Q3 2017.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.