MOTCO’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
$289K Hold
4,773
0.03% 178
2025
Q4
$257K Buy
4,773
+232
+5% +$11.2K 0.02% 185
2025
Q3
$205K Buy
4,541
+551
+14% +$25.7K 0.02% 207
2025
Q2
$173K Sell
3,990
-140
-3% -$6.87K 0.02% 212
2025
Q1
$252K Buy
4,130
+156
+4% +$9.09K 0.03% 170
2024
Q4
$225K Sell
3,974
-2,800
-41% -$156K 0.02% 181
2024
Q3
$350K Sell
6,774
-81,432
-92% -$3.82M 0.04% 164
2024
Q2
$3.66M Buy
88,206
+7,143
+9% +$320K 0.22% 121
2024
Q1
$4.4M Sell
81,063
-652
-0.8% -$33.2K 0.26% 116
2023
Q4
$4.19M Sell
81,715
-19,606
-19% -$1.03M 0.27% 114
2023
Q3
$5.88M Buy
101,321
+2,814
+3% +$172K 0.4% 87
2023
Q2
$6.3M Sell
98,507
-339
-0.3% -$22.7K 0.41% 86
2023
Q1
$6.85M Buy
98,846
+2,435
+3% +$172K 0.46% 82
2022
Q4
$6.94M Sell
96,411
-4,683
-5% -$353K 0.52% 78
2022
Q3
$7.19M Buy
101,094
+2,042
+2% +$148K 0.57% 54
2022
Q2
$7.63M Sell
99,052
-16,763
-14% -$1.28M 0.57% 47
2022
Q1
$8.46M Sell
115,815
-251
-0.2% -$16.9K 0.55% 52
2021
Q4
$7.24M Buy
116,066
+4,566
+4% +$268K 0.45% 89
2021
Q3
$6.6M Buy
111,500
+6,950
+7% +$458K 0.43% 90
2021
Q2
$6.99M Buy
104,550
+7,617
+8% +$497K 0.46% 83
2021
Q1
$6.12M Buy
96,933
+7,215
+8% +$449K 0.43% 85
2020
Q4
$5.57M Sell
89,718
-5,454
-6% -$335K 0.41% 87
2020
Q3
$5.74M Buy
95,172
+79,733
+516% +$4.8M 0.46% 77
2020
Q2
$908K Sell
15,439
-275
-2% -$16.4K 0.08% 133
2020
Q1
$876K Buy
15,714
+124
+0.8% +$7.58K 0.09% 136
2019
Q4
$1M Buy
15,590
+2,011
+15% +$115K 0.08% 134
2019
Q3
$689K Sell
13,579
-452
-3% -$21.2K 0.06% 144
2019
Q2
$637K Sell
14,031
-331
-2% -$15.4K 0.06% 146
2019
Q1
$685K Sell
14,362
-2,114
-13% -$105K 0.07% 142
2018
Q4
$857K Buy
16,476
+48
+0.3% +$2.58K 0.09% 136
2018
Q3
$1.02M Sell
16,428
-1,666
-9% -$98.9K 0.1% 134
2018
Q2
$1M Sell
18,094
-277
-2% -$15K 0.1% 131
2018
Q1
$1.16M Buy
18,371
+490
+3% +$31.5K 0.12% 129
2017
Q4
$1.1M Sell
17,881
-783
-4% -$49K 0.11% 130
2017
Q3
$1.19M Sell
18,664
-1,300
-7% -$75.9K 0.12% 130
2017
Q2
$1.11M Hold
19,964
0.12% 131
2017
Q1
$1.09M Sell
19,964
-3,347
-14% -$184K 0.12% 132
2016
Q4
$1.36M Sell
23,311
-2,565
-10% -$140K 0.15% 125
2016
Q3
$1.4M Hold
25,876
0.16% 125
2016
Q2
$1.9M Sell
25,876
-490
-2% -$34.6K 0.21% 115
2016
Q1
$1.68M Buy
26,366
+446
+2% +$28.1K 0.19% 116
2015
Q4
$1.78M Sell
25,920
-266
-1% -$17.6K 0.21% 113
2015
Q3
$1.55M Sell
26,186
-887
-3% -$56.3K 0.19% 119
2015
Q2
$1.8M Sell
27,073
-4,977
-16% -$328K 0.21% 118
2015
Q1
$2.07M Sell
32,050
-4,780
-13% -$299K 0.23% 116
2014
Q4
$2.17M Sell
36,830
-38,717
-51% -$2.18M 0.23% 113
2014
Q3
$3.87M Sell
75,547
-84,073
-53% -$4.2M 0.41% 88
2014
Q2
$7.74M Buy
159,620
+1,969
+1% +$97K 0.85% 34
2014
Q1
$8.19M Sell
157,651
-3,112
-2% -$166K 0.94% 27
2013
Q4
$8.54M Sell
160,763
-2,631
-2% -$134K 0.99% 26
2013
Q3
$7.56M Buy
163,394
+905
+0.6% +$39.7K 0.92% 26
2013
Q2
$7.26M Buy
+162,489
New +$7.05M 0.92% 23

Other funds holding BMY

MOTCO's BMY Position: Q1 2026 in Review

MOTCO held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,773 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #178.

MOTCO first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.54M in Q4 2013. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • MOTCO held 4,773 shares of Bristol-Myers Squibb worth $289K as of Q1 2026.
  • MOTCO left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of MOTCO's portfolio in Q1 2026, its #178 holding.
  • MOTCO first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's Bristol-Myers Squibb position peaked at $8.54M in Q4 2013.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.