Mutual 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 | $2.63M | Sell |
43,415
-65,684
| -60% | -$3.83M | 0.06% | 316 |
|
|
2025
Q4 | $5.88M | Buy |
109,099
+217
| +0.2% | +$10.4K | 0.13% | 167 |
|
|
2025
Q3 | $4.77M | Buy |
108,882
+19,890
| +22% | +$929K | 0.11% | 190 |
|
|
2025
Q2 | $4.31M | Buy |
88,992
+20,095
| +29% | +$986K | 0.11% | 191 |
|
|
2025
Q1 | $3.3M | Buy |
68,897
+13,504
| +24% | +$787K | 0.09% | 206 |
|
|
2024
Q4 | $3.12M | Buy |
55,393
+741
| +1% | +$41.4K | 0.09% | 202 |
|
|
2024
Q3 | $2.89M | Sell |
54,652
-31,402
| -36% | -$1.47M | 0.08% | 213 |
|
|
2024
Q2 | $4.21M | Sell |
86,054
-13,867
| -14% | -$620K | 0.13% | 159 |
|
|
2024
Q1 | $5.42M | Buy |
99,921
+24,049
| +32% | +$1.23M | 0.17% | 117 |
|
|
2023
Q4 | $3.89M | Buy |
75,872
+38,153
| +101% | +$2M | 0.14% | 157 |
|
|
2023
Q3 | $2.19M | Sell |
37,719
-5,721
| -13% | -$351K | 0.09% | 222 |
|
|
2023
Q2 | $2.78M | Sell |
43,440
-5,236
| -11% | -$351K | 0.11% | 192 |
|
|
2023
Q1 | $3.37M | Buy |
48,676
+11,897
| +32% | +$839K | 0.14% | 157 |
|
|
2022
Q4 | $2.65M | Sell |
36,779
-12,562
| -25% | -$947K | 0.12% | 182 |
|
|
2022
Q3 | $3.51M | Sell |
49,341
-1,669
| -3% | -$121K | 0.18% | 118 |
|
|
2022
Q2 | $3.93M | Sell |
51,010
-303
| -0.6% | -$23.1K | 0.26% | 88 |
|
|
2022
Q1 | $3.75M | Sell |
51,313
-1,239
| -2% | -$83.2K | 0.21% | 102 |
|
|
2021
Q4 | $3.28M | Buy |
52,552
+1,967
| +4% | +$115K | 0.17% | 136 |
|
|
2021
Q3 | $2.99M | Buy |
50,585
+3,562
| +8% | +$235K | 0.18% | 140 |
|
|
2021
Q2 | $3.14M | Sell |
47,023
-548
| -1% | -$35.7K | 0.19% | 140 |
|
|
2021
Q1 | $3M | Sell |
47,571
-2,739
| -5% | -$170K | 0.21% | 117 |
|
|
2020
Q4 | $3.12M | Buy |
50,310
+4,924
| +11% | +$303K | 0.23% | 96 |
|
|
2020
Q3 | $2.74M | Buy |
45,386
+1,241
| +3% | +$74.7K | 0.24% | 94 |
|
|
2020
Q2 | $2.6M | Buy |
44,145
+2,803
| +7% | +$168K | 0.26% | 88 |
|
|
2020
Q1 | $2.3M | Buy |
41,342
+2,570
| +7% | +$157K | 0.31% | 76 |
|
|
2019
Q4 | $2.49M | Buy |
38,772
+9,376
| +32% | +$537K | 0.26% | 94 |
|
|
2019
Q3 | $1.49M | Buy |
29,396
+115
| +0.4% | +$5.41K | 0.2% | 128 |
|
|
2019
Q2 | $1.33M | Buy |
29,281
+968
| +3% | +$45.1K | 0.17% | 146 |
|
|
2019
Q1 | $1.35M | Buy |
28,313
+252
| +0.9% | +$12.6K | 0.2% | 124 |
|
|
2018
Q4 | $1.46M | Buy |
28,061
+1,123
| +4% | +$60.3K | 0.29% | 82 |
|
|
2018
Q3 | $1.67M | Buy |
26,938
+4,392
| +19% | +$261K | 0.25% | 96 |
|
|
2018
Q2 | $1.25M | Buy |
22,546
+1,114
| +5% | +$60.2K | 0.28% | 109 |
|
|
2018
Q1 | $1.36M | Buy |
21,432
+4,132
| +24% | +$266K | 0.34% | 87 |
|
|
2017
Q4 | $1.06M | Buy |
+17,300
| New | +$1.08M | 0.4% | 79 |
|
Other funds holding BMY
VCM
VPM
Mutual Advisors's BMY Position: Q1 2026 in Review
Mutual Advisors reduced its Bristol-Myers Squibb (BMY) stake by 60% in Q1 2026, selling an estimated $3.83M and leaving 43,415 shares worth $2.63M. The position accounts for 0.06% of the portfolio, ranked #316.
Mutual Advisors first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.88M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Mutual Advisors held 43,415 shares of Bristol-Myers Squibb worth $2.63M as of Q1 2026.
- Mutual Advisors sold 65,684 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.83M.
- Bristol-Myers Squibb made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #316 holding.
- Mutual Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Bristol-Myers Squibb position peaked at $5.88M in Q4 2025.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.