Naples Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Naples Global Advisors’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	$5.26M	Buy	86,761 +1,231	+1%	+$71.8K	0.38%	77
2025 Q4	$4.61M	Buy	85,530 +3,887	+5%	+$187K	0.34%	82
2025 Q3	$3.68M	Buy	81,643 +2,130	+3%	+$99.5K	0.29%	96
2025 Q2	$3.68M	Sell	79,513 -1,330	-2%	-$65.3K	0.32%	90
2025 Q1	$4.93M	Buy	80,843 +334	+0.4%	+$19.5K	0.47%	69
2024 Q4	$4.55M	Buy	80,509 +35	+0%	+$1.96K	0.43%	71
2024 Q3	$4.16M	Sell	80,474 -2,112	-3%	-$99.1K	0.39%	77
2024 Q2	$3.43M	Sell	82,586 -217	-0.3%	-$9.71K	0.34%	83
2024 Q1	$4.49M	Buy	82,803 +7,365	+10%	+$375K	0.46%	65
2023 Q4	$3.87M	Buy	75,438 +9,489	+14%	+$498K	0.43%	69
2023 Q3	$3.83M	Buy	65,949 +6,836	+12%	+$419K	0.46%	64
2023 Q2	$3.78M	Buy	59,113 +3,188	+6%	+$214K	0.44%	65
2023 Q1	$3.88M	Buy	55,925 +2,193	+4%	+$155K	0.48%	63
2022 Q4	$3.87M	Buy	53,732 +253	+0.5%	+$19.1K	0.49%	59
2022 Q3	$3.8M	Buy	53,479 +3,130	+6%	+$227K	0.52%	56
2022 Q2	$3.9M	Buy	50,349 +679	+1%	+$51.7K	0.51%	55
2022 Q1	$3.63M	Buy	49,670 +2,283	+5%	+$153K	0.42%	78
2021 Q4	$2.96M	Buy	47,387 +2,687	+6%	+$158K	0.34%	90
2021 Q3	$2.65M	Buy	44,700 +7,177	+19%	+$473K	0.35%	89
2021 Q2	$2.51M	Buy	37,523 +3,532	+10%	+$230K	0.35%	89
2021 Q1	$2.15M	Buy	33,991 +2,037	+6%	+$127K	0.33%	93
2020 Q4	$1.98M	Buy	31,954 +356	+1%	+$21.9K	0.34%	89
2020 Q3	$1.91M	Buy	31,598 +1,647	+5%	+$99.1K	0.37%	81
2020 Q2	$1.76M	Buy	29,951 +3,612	+14%	+$216K	0.38%	78
2020 Q1	$1.47M	Buy	26,339 +224	+0.9%	+$13.7K	0.38%	78
2019 Q4	$1.68M	Buy	26,115 +670	+3%	+$38.4K	0.35%	89
2019 Q3	$1.29M	Buy	25,445 +1,201	+5%	+$56.4K	0.3%	112
2019 Q2	$1.1M	Buy	24,244 +2,112	+10%	+$98.4K	0.27%	122
2019 Q1	$1.06M	Buy	22,132 +1,035	+5%	+$51.6K	0.27%	126
2018 Q4	$1.01M	Buy	21,097 +283	+1%	+$15.2K	0.29%	122
2018 Q3	$1.29M	Buy	20,814 +643	+3%	+$38.2K	0.34%	98
2018 Q2	$1.12M	Buy	20,171 +2,404	+14%	+$130K	0.31%	110
2018 Q1	$1.12M	Buy	17,767 +99	+0.6%	+$6.37K	0.33%	101
2017 Q4	$1.08M	Buy	17,668 +1,049	+6%	+$65.6K	0.32%	109
2017 Q3	$1.06M	Buy	16,619 +248	+2%	+$14.5K	0.35%	100
2017 Q2	$912K	Hold	16,371	–	–	0.32%	118
2017 Q1	$890K	Buy	16,371 +95	+0.6%	+$5.21K	0.32%	118
2016 Q4	$951K	Sell	16,276 -2,810	-15%	-$154K	0.37%	107
2016 Q3	$1.03M	Buy	19,086 +4,000	+27%	+$257K	0.4%	90
2016 Q2	$1.11M	Buy	15,086 +500	+3%	+$35.3K	0.45%	81
2016 Q1	$932K	Buy	14,586 +10,510	+258%	+$663K	0.39%	99
2015 Q4	$280K	Hold	4,076	–	–	0.14%	194
2015 Q3	$241K	Hold	4,076	–	–	0.12%	206
2015 Q2	$271K	Hold	4,076	–	–	0.13%	211
2015 Q1	$263K	Buy	4,076 +338	+9%	+$21.2K	0.13%	217
2014 Q4	$221K	Buy	+3,738	New	+$211K	0.12%	209