Obermeyer Wealth Partners’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 | $943K | Sell |
15,553
-32
| -0.2% | -$1.86K | 0.04% | 117 |
|
|
2025
Q4 | $841K | Buy |
15,585
+5,503
| +55% | +$265K | 0.04% | 130 |
|
|
2025
Q3 | $455K | Sell |
10,082
-2,449
| -20% | -$114K | 0.02% | 181 |
|
|
2025
Q2 | $580K | Sell |
12,531
-559
| -4% | -$27.4K | 0.03% | 145 |
|
|
2025
Q1 | $798K | Buy |
13,090
+2,904
| +29% | +$169K | 0.04% | 114 |
|
|
2024
Q4 | $576K | Sell |
10,186
-1
| -0% | -$56 | 0.03% | 137 |
|
|
2024
Q3 | $527K | Sell |
10,187
-250
| -2% | -$11.7K | 0.03% | 150 |
|
|
2024
Q2 | $433K | Sell |
10,437
-600
| -5% | -$26.8K | 0.02% | 158 |
|
|
2024
Q1 | $599K | Sell |
11,037
-148
| -1% | -$7.54K | 0.04% | 129 |
|
|
2023
Q4 | $574K | Buy |
11,185
+450
| +4% | +$23.6K | 0.04% | 106 |
|
|
2023
Q3 | $623K | Buy |
10,735
+384
| +4% | +$23.5K | 0.05% | 98 |
|
|
2023
Q2 | $662K | Sell |
10,351
-215
| -2% | -$14.4K | 0.05% | 98 |
|
|
2023
Q1 | $732K | Sell |
10,566
-7,635
| -42% | -$539K | 0.05% | 85 |
|
|
2022
Q4 | $1.31M | Hold |
18,201
| – | – | 0.1% | 63 |
|
|
2022
Q3 | $1.29M | Buy |
18,201
+5,592
| +44% | +$406K | 0.1% | 61 |
|
|
2022
Q2 | $971K | Hold |
12,609
| – | – | 0.07% | 71 |
|
|
2022
Q1 | $921K | Buy |
12,609
+1,000
| +9% | +$67.1K | 0.06% | 79 |
|
|
2021
Q4 | $724K | Sell |
11,609
-2,043
| -15% | -$120K | 0.04% | 98 |
|
|
2021
Q3 | $808K | Sell |
13,652
-2,108
| -13% | -$139K | 0.04% | 83 |
|
|
2021
Q2 | $1.05M | Sell |
15,760
-1,183
| -7% | -$77.1K | 0.06% | 76 |
|
|
2021
Q1 | $1.07M | Sell |
16,943
-8,775
| -34% | -$546K | 0.07% | 73 |
|
|
2020
Q4 | $1.59M | Sell |
25,718
-1,700
| -6% | -$105K | 0.11% | 52 |
|
|
2020
Q3 | $1.65M | Sell |
27,418
-5,615
| -17% | -$338K | 0.12% | 48 |
|
|
2020
Q2 | $1.94M | Sell |
33,033
-362
| -1% | -$21.7K | 0.16% | 43 |
|
|
2020
Q1 | $1.86M | Sell |
33,395
-4,805
| -13% | -$294K | 0.2% | 40 |
|
|
2019
Q4 | $2.45M | Buy |
38,200
+26,687
| +232% | +$1.53M | 0.22% | 43 |
|
|
2019
Q3 | $584K | Sell |
11,513
-4,087
| -26% | -$192K | 0.05% | 70 |
|
|
2019
Q2 | $707K | Sell |
15,600
-350
| -2% | -$16.3K | 0.06% | 64 |
|
|
2019
Q1 | $761K | Sell |
15,950
-997
| -6% | -$49.7K | 0.07% | 60 |
|
|
2018
Q4 | $881K | Sell |
16,947
-750
| -4% | -$40.3K | 0.09% | 56 |
|
|
2018
Q3 | $1.1M | Sell |
17,697
-703
| -4% | -$41.7K | 0.09% | 52 |
|
|
2018
Q2 | $1.02M | Sell |
18,400
-1,079
| -6% | -$58.3K | 0.09% | 54 |
|
|
2018
Q1 | $1.23M | Sell |
19,479
-891
| -4% | -$57.3K | 0.11% | 45 |
|
|
2017
Q4 | $1.25M | Buy |
20,370
+551
| +3% | +$34.5K | 0.11% | 50 |
|
|
2017
Q3 | $1.26M | Buy |
19,819
+4,805
| +32% | +$281K | 0.11% | 50 |
|
|
2017
Q2 | $837K | Buy |
15,014
+300
| +2% | +$16.3K | 0.07% | 62 |
|
|
2017
Q1 | $800K | Sell |
14,714
-931
| -6% | -$51.1K | 0.07% | 62 |
|
|
2016
Q4 | $914K | Sell |
15,645
-3,079
| -16% | -$168K | 0.09% | 58 |
|
|
2016
Q3 | $1.01M | Sell |
18,724
-636
| -3% | -$40.9K | 0.1% | 54 |
|
|
2016
Q2 | $1.42M | Sell |
19,360
-1,310
| -6% | -$92.6K | 0.14% | 48 |
|
|
2016
Q1 | $1.32M | Sell |
20,670
-275
| -1% | -$17.3K | 0.12% | 49 |
|
|
2015
Q4 | $1.44M | Hold |
20,945
| – | – | 0.13% | 45 |
|
|
2015
Q3 | $1.24M | Sell |
20,945
-313
| -1% | -$19.9K | 0.13% | 45 |
|
|
2015
Q2 | $1.42M | Sell |
21,258
-325
| -2% | -$21.4K | 0.12% | 52 |
|
|
2015
Q1 | $1.39M | Sell |
21,583
-1,380
| -6% | -$86.4K | 0.11% | 64 |
|
|
2014
Q4 | $1.36M | Buy |
22,963
+476
| +2% | +$26.8K | 0.12% | 67 |
|
|
2014
Q3 | $1.15M | Buy |
22,487
+560
| +3% | +$28K | 0.28% | 31 |
|
|
2014
Q2 | $1.06M | Sell |
21,927
-100
| -0.5% | -$4.93K | 0.26% | 32 |
|
|
2014
Q1 | $1.14M | Sell |
22,027
-2,805
| -11% | -$149K | 0.29% | 31 |
|
|
2013
Q4 | $1.32M | Hold |
24,832
| – | – | 0.34% | 32 |
|
|
2013
Q3 | $1.15M | Sell |
24,832
-490
| -2% | -$21.5K | 0.32% | 32 |
|
|
2013
Q2 | $1.13M | Buy |
+25,322
| New | +$1.1M | 0.31% | 32 |
|
Other funds holding BMY
VCM
VPM
Obermeyer Wealth Partners's BMY Position: Q1 2026 in Review
Obermeyer Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.21% in Q1 2026, selling an estimated $1.86K and leaving 15,553 shares worth $943K. The position accounts for 0.04% of the portfolio, ranked #117.
Obermeyer Wealth Partners first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.45M in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Obermeyer Wealth Partners held 15,553 shares of Bristol-Myers Squibb worth $943K as of Q1 2026.
- Obermeyer Wealth Partners sold 32 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.86K.
- Bristol-Myers Squibb made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #117 holding.
- Obermeyer Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Obermeyer Wealth Partners's Bristol-Myers Squibb position peaked at $2.45M in Q4 2019.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.