Mount Yale Investment 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
Q1 | $724K | Buy |
11,941
+5,486
| +85% | +$320K | 0.02% | 597 |
|
|
2025
Q4 | $348K | Buy |
6,455
+1,019
| +19% | +$49K | 0.02% | 555 |
|
|
2025
Q3 | $245K | Sell |
5,436
-15,553
| -74% | -$726K | 0.02% | 568 |
|
|
2025
Q2 | $972K | Sell |
20,989
-33,654
| -62% | -$1.65M | 0.08% | 209 |
|
|
2025
Q1 | $3.33M | Sell |
54,643
-487
| -0.9% | -$28.4K | 0.29% | 73 |
|
|
2024
Q4 | $3.12M | Buy |
55,130
+532
| +1% | +$29.7K | 0.25% | 79 |
|
|
2024
Q3 | $2.82M | Sell |
54,598
-109,763
| -67% | -$5.15M | 0.27% | 84 |
|
|
2024
Q2 | $6.83M | Sell |
164,361
-16,103
| -9% | -$721K | 0.54% | 22 |
|
|
2024
Q1 | $9.79M | Buy |
180,464
+9,238
| +5% | +$471K | 0.75% | 15 |
|
|
2023
Q4 | $8.79M | Buy |
171,226
+88,111
| +106% | +$4.63M | 0.83% | 10 |
|
|
2023
Q3 | $4.82M | Sell |
83,115
-1,037
| -1% | -$63.5K | 0.52% | 36 |
|
|
2023
Q2 | $5.38M | Buy |
84,152
+924
| +1% | +$62K | 0.57% | 37 |
|
|
2023
Q1 | $5.77M | Buy |
83,228
+2,541
| +3% | +$179K | 0.65% | 31 |
|
|
2022
Q4 | $5.81M | Buy |
80,687
+3,383
| +4% | +$255K | 0.66% | 38 |
|
|
2022
Q3 | $5.5M | Buy |
77,304
+1,687
| +2% | +$122K | 0.73% | 23 |
|
|
2022
Q2 | $5.82M | Sell |
75,617
-977
| -1% | -$74.4K | 0.73% | 24 |
|
|
2022
Q1 | $5.59M | Sell |
76,594
-97,789
| -56% | -$6.57M | 0.61% | 35 |
|
|
2021
Q4 | $10.9M | Buy |
174,383
+5,844
| +3% | +$343K | 1.13% | 8 |
|
|
2021
Q3 | $9.97M | Buy |
168,539
+3,123
| +2% | +$206K | 1.15% | 7 |
|
|
2021
Q2 | $11.1M | Buy |
165,416
+1,525
| +0.9% | +$99.4K | 1.34% | 5 |
|
|
2021
Q1 | $10.3M | Sell |
163,891
-7,744
| -5% | -$482K | 1.35% | 5 |
|
|
2020
Q4 | $10.6M | Sell |
171,635
-2,315
| -1% | -$142K | 1.49% | 5 |
|
|
2020
Q3 | $10.5M | Buy |
173,950
+275
| +0.2% | +$16.6K | 1.49% | 7 |
|
|
2020
Q2 | $10.2M | Sell |
173,675
-41,553
| -19% | -$2.49M | 1.83% | 4 |
|
|
2020
Q1 | $12M | Sell |
215,228
-1,176
| -0.5% | -$71.9K | 2.71% | 2 |
|
|
2019
Q4 | $13.6M | Buy |
216,404
+77,051
| +55% | +$4.41M | 2.37% | 2 |
|
|
2019
Q3 | $8.14M | Sell |
139,353
-12,046
| -8% | -$566K | 1.46% | 11 |
|
|
2019
Q2 | $7M | Buy |
151,399
+1,793
| +1% | +$83.5K | 1.29% | 23 |
|
|
2019
Q1 | $7.14M | Buy |
149,606
+3,793
| +3% | +$189K | 1.34% | 20 |
|
|
2018
Q4 | $7.3M | Buy |
145,813
+4,356
| +3% | +$234K | 1.48% | 16 |
|
|
2018
Q3 | $7.5M | Buy |
141,457
+139,198
| +6,162% | +$8.26M | 1.31% | 17 |
|
|
2018
Q2 | $125K | Sell |
2,259
-570
| -20% | -$30.8K | 0.02% | 393 |
|
|
2018
Q1 | $179K | Buy |
+2,829
| New | +$182K | 0.04% | 308 |
|
Other funds holding BMY
VCM
VPM
Mount Yale Investment Advisors's BMY Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 85% in Q1 2026, buying an estimated $320K and bringing the position to 11,941 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #597.
Mount Yale Investment Advisors first reported a position in BMY in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.6M in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Mount Yale Investment Advisors held 11,941 shares of Bristol-Myers Squibb worth $724K as of Q1 2026.
- Mount Yale Investment Advisors bought 5,486 Bristol-Myers Squibb shares in Q1 2026, an estimated $320K.
- Bristol-Myers Squibb made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #597 holding.
- Mount Yale Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Bristol-Myers Squibb position peaked at $13.6M in Q4 2019.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.