Nicolet Advisory Services’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
2025
Q4
$1.01M Buy
18,088
+2,906
+19% +$140K 0.07% 139
2025
Q3
$678K Sell
15,182
-597
-4% -$27.9K 0.05% 187
2025
Q2
$698K Sell
15,779
-941
-6% -$46.2K 0.06% 171
2025
Q1
$844K Buy
16,720
+1,290
+8% +$75.2K 0.08% 133
2024
Q4
$861K Sell
15,430
-537
-3% -$30K 0.08% 132
2024
Q3
$865K Buy
15,967
+549
+4% +$25.8K 0.08% 131
2024
Q2
$634K Buy
15,418
+2,818
+22% +$126K 0.06% 156
2024
Q1
$650K Buy
12,600
+4,844
+62% +$247K 0.07% 139
2023
Q4
$405K Sell
7,756
-4,901
-39% -$257K 0.04% 192
2023
Q3
$718K Buy
12,657
+4,573
+57% +$280K 0.08% 124
2023
Q2
$513K Buy
8,084
+695
+9% +$46.6K 0.06% 154
2023
Q1
$523K Buy
7,389
+1,241
+20% +$87.5K 0.06% 145
2022
Q4
$442K Buy
6,148
+1,708
+38% +$129K 0.06% 137
2022
Q3
$304K Buy
4,440
+954
+27% +$69.2K 0.05% 136
2022
Q2
$262K Buy
3,486
+151
+5% +$11.5K 0.04% 146
2022
Q1
$259K Buy
+3,335
New +$224K 0.03% 165
2021
Q4
Sell
-4,795
Closed -$286K 212
2021
Q3
$286K Buy
4,795
+695
+17% +$45.8K 0.04% 156
2021
Q2
$274K Buy
+4,100
New +$267K 0.04% 152
2020
Q3
Sell
-5,775
Closed -$340K 186
2020
Q2
$340K Buy
5,775
+100
+2% +$5.98K 0.05% 140
2020
Q1
$316K Buy
+5,675
New +$347K 0.06% 134

Other funds holding BMY

Nicolet Advisory Services's BMY Position: Q4 2025 in Review

Nicolet Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 19% in Q4 2025, buying an estimated $140K and bringing the position to 18,088 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #139.

Nicolet Advisory Services first reported a position in BMY in Q1 2020 and has held it in 20 quarters since. 2,448 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • Nicolet Advisory Services held 18,088 shares of Bristol-Myers Squibb worth $1.01M as of Q4 2025.
  • Nicolet Advisory Services bought 2,906 Bristol-Myers Squibb shares in Q4 2025, an estimated $140K.
  • Bristol-Myers Squibb made up 0.07% of Nicolet Advisory Services's portfolio in Q4 2025, its #139 holding.
  • Nicolet Advisory Services first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 20 quarters since.
  • 2,448 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.