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Mark Sheptoff Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Sell
3,700
-200
-5% -$11.7K 0.11% 99
2025
Q4 		$210K Buy
3,900
+3,150
+420% +$152K 0.1% 101
2025
Q3 		$33.8K Sell
750
-250
-25% -$11.7K 0.02% 224
2025
Q2 		$46.3K Buy
1,000
+700
+233% +$34.4K 0.02% 190
2025
Q1 		$18.3K Sell
300
-150
-33% -$8.74K 0.01% 254
2024
Q4 		$25.5K Sell
450
-2,350
-84% -$131K 0.01% 237
2024
Q3 		$145K Sell
2,800
-169
-6% -$7.93K 0.08% 104
2024
Q2 		$123K Sell
2,969
-100
-3% -$4.47K 0.07% 119
2024
Q1 		$166K Buy
3,069
+100
+3% +$5.09K 0.09% 108
2023
Q4 		$152K Hold
2,969
– – 0.09% 104
2023
Q3 		$172K Hold
2,969
– – 0.11% 95
2023
Q2 		$190K Hold
2,969
– – 0.11% 96
2023
Q1 		$206K Hold
2,969
– – 0.12% 94
2022
Q4 		$214K Buy
2,969
+90
+3% +$6.79K 0.13% 87
2022
Q3 		$205K Hold
2,879
– – 0.12% 85
2022
Q2 		$222K Hold
2,879
– – 0.13% 88
2022
Q1 		$210K Buy
2,879
+400
+16% +$26.9K 0.11% 104
2021
Q4 		$155K Buy
2,479
+119
+5% +$6.98K 0.07% 116
2021
Q3 		$140K Hold
2,360
– – 0.08% 120
2021
Q2 		$158K Hold
2,360
– – 0.08% 116
2021
Q1 		$149K Sell
2,360
-266
-10% -$16.6K 0.09% 115
2020
Q4 		$163K Hold
2,626
– – 0.09% 109
2020
Q3 		$158K Buy
2,626
+150
+6% +$9.03K 0.1% 104
2020
Q2 		$146K Sell
2,476
-109
-4% -$6.52K 0.09% 104
2020
Q1 		$144K Hold
2,585
– – 0.11% 90
2019
Q4 		$166K Buy
2,585
+109
+4% +$6.24K 0.1% 99
2019
Q3 		$126K Hold
2,476
– – 0.09% 104
2019
Q2 		$112K Hold
2,476
– – 0.08% 114
2019
Q1 		$118K Sell
2,476
-567
-19% -$28.2K 0.09% 111
2018
Q4 		$158K Sell
3,043
-667
-18% -$35.8K 0.13% 91
2018
Q3 		$230K Sell
3,710
-8,076
-69% -$479K 0.16% 93
2018
Q2 		$652K Sell
11,786
-7,521
-39% -$406K 0.48% 49
2018
Q1 		$1.22M Sell
19,307
-22,360
-54% -$1.44M 0.85% 33
2017
Q4 		$2.55M Sell
41,667
-1,796
-4% -$112K 1.66% 15
2017
Q3 		$2.77M Buy
43,463
+2,115
+5% +$123K 1.86% 14
2017
Q2 		$2.3M Buy
41,348
+2,704
+7% +$147K 1.58% 14
2017
Q1 		$2.1M Sell
38,644
-1,900
-5% -$104K 1.5% 17
2016
Q4 		$2.37M Sell
40,544
-398
-1% -$21.8K 1.76% 16
2016
Q3 		$2.21M Buy
40,942
+3,863
+10% +$248K 1.64% 18
2016
Q2 		$2.73M Buy
37,079
+11,777
+47% +$832K 2.04% 11
2016
Q1 		$1.62M Buy
25,302
+13,893
+122% +$876K 1.31% 22
2015
Q4 		$785K Sell
11,409
-453
-4% -$29.9K 0.64% 41
2015
Q3 		$702K Sell
11,862
-454
-4% -$28.8K 0.62% 42
2015
Q2 		$820K Buy
12,316
+662
+6% +$43.6K 0.66% 45
2015
Q1 		$752K Sell
11,654
-5,046
-30% -$316K 0.63% 44
2014
Q4 		$986K Buy
16,700
+10,700
+178% +$603K 0.87% 33
2014
Q3 		$307K Hold
6,000
– – 0.27% 86
2014
Q2 		$291K Hold
6,000
– – 0.25% 87
2014
Q1 		$312K Buy
+6,000
New +$319K 0.28% 82

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's BMY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Bristol-Myers Squibb (BMY) stake by 5.1% in Q1 2026, selling an estimated $11.7K and leaving 3,700 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #99.

Mark Sheptoff Financial Planning first reported a position in BMY in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.77M in Q3 2017. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Mark Sheptoff Financial Planning held 3,700 shares of Bristol-Myers Squibb worth $211K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.7K.
  • Bristol-Myers Squibb made up 0.11% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #99 holding.
  • Mark Sheptoff Financial Planning first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Bristol-Myers Squibb position peaked at $2.77M in Q3 2017.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.