NWF 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
2026
Q1
$398K Buy
6,565
+161
+3% +$9.39K 0.05% 241
2025
Q4
$345K Buy
6,404
+202
+3% +$9.72K 0.04% 262
2025
Q3
$280K Sell
6,202
-439
-7% -$20.5K 0.03% 306
2025
Q2
$307K Buy
6,641
+102
+2% +$5.01K 0.04% 290
2025
Q1
$399K Buy
+6,539
New +$381K 0.06% 208
2024
Q4
Sell
-6,348
Closed -$328K 301
2024
Q3
$328K Buy
6,348
+10
+0.2% +$469 0.05% 226
2024
Q2
$263K Sell
6,338
-554
-8% -$24.8K 0.04% 240
2024
Q1
$374K Buy
6,892
+160
+2% +$8.15K 0.06% 199
2023
Q4
$345K Buy
6,732
+1,190
+21% +$62.5K 0.07% 184
2023
Q3
$322K Buy
5,542
+652
+13% +$40K 0.08% 176
2023
Q2
$313K Hold
4,890
0.07% 181
2023
Q1
$313K Buy
+4,890
New +$345K 0.07% 180

Other funds holding BMY

NWF Advisory Services's BMY Position: Q1 2026 in Review

NWF Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q1 2026, buying an estimated $9.39K and bringing the position to 6,565 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #241.

NWF Advisory Services first reported a position in BMY in Q1 2023 and has held it in 12 quarters since. The position peaked at $399K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • NWF Advisory Services held 6,565 shares of Bristol-Myers Squibb worth $398K as of Q1 2026.
  • NWF Advisory Services bought 161 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.39K.
  • Bristol-Myers Squibb made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #241 holding.
  • NWF Advisory Services first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 12 quarters since.
  • NWF Advisory Services's Bristol-Myers Squibb position peaked at $399K in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.