OneDigital Investment 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
Q2 | $5.93M | Sell |
102,842
-7,872
| -7% | -$452K | 0.05% | 287 |
|
|
2026
Q1 | $6.71M | Sell |
110,714
-2,059
| -2% | -$120K | 0.07% | 227 |
|
|
2025
Q4 | $6.08M | Buy |
112,773
+81,191
| +257% | +$3.91M | 0.06% | 238 |
|
|
2025
Q3 | $1.42M | Sell |
31,582
-2,442
| -7% | -$114K | 0.01% | 538 |
|
|
2025
Q2 | $1.57M | Sell |
34,024
-7,261
| -18% | -$356K | 0.02% | 499 |
|
|
2025
Q1 | $2.52M | Sell |
41,285
-2,190
| -5% | -$128K | 0.03% | 350 |
|
|
2024
Q4 | $2.46M | Sell |
43,475
-4,490
| -9% | -$251K | 0.03% | 369 |
|
|
2024
Q3 | $2.48M | Sell |
47,965
-1,731
| -3% | -$81.2K | 0.03% | 382 |
|
|
2024
Q2 | $2.06M | Buy |
49,696
+13,015
| +35% | +$582K | 0.03% | 415 |
|
|
2024
Q1 | $1.99M | Sell |
36,681
-8,608
| -19% | -$439K | 0.03% | 339 |
|
|
2023
Q4 | $2.32M | Sell |
45,289
-364
| -0.8% | -$19.1K | 0.04% | 285 |
|
|
2023
Q3 | $2.65M | Buy |
45,653
+1,096
| +2% | +$67.2K | 0.06% | 228 |
|
|
2023
Q2 | $2.85M | Sell |
44,557
-6,192
| -12% | -$415K | 0.06% | 216 |
|
|
2023
Q1 | $3.52M | Buy |
50,749
+4,929
| +11% | +$348K | 0.08% | 180 |
|
|
2022
Q4 | $3.3M | Buy |
45,820
+5,983
| +15% | +$451K | 0.1% | 176 |
|
|
2022
Q3 | $2.83M | Sell |
39,837
-3,772
| -9% | -$274K | 0.11% | 145 |
|
|
2022
Q2 | $3.36M | Buy |
43,609
+10,269
| +31% | +$782K | 0.14% | 102 |
|
|
2022
Q1 | $2.44M | Sell |
33,340
-2,035
| -6% | -$137K | 0.09% | 147 |
|
|
2021
Q4 | $2.21M | Buy |
35,375
+9,305
| +36% | +$546K | 0.08% | 155 |
|
|
2021
Q3 | $1.54M | Buy |
26,070
+22
| +0.1% | +$1.45K | 0.06% | 189 |
|
|
2021
Q2 | $1.74M | Buy |
26,048
+334
| +1% | +$21.8K | 0.07% | 177 |
|
|
2021
Q1 | $1.62M | Buy |
25,714
+2,190
| +9% | +$136K | 0.08% | 179 |
|
|
2020
Q4 | $1.46M | Buy |
23,524
+1,236
| +6% | +$76K | 0.08% | 183 |
|
|
2020
Q3 | $1.34M | Sell |
22,288
-2,096
| -9% | -$126K | 0.09% | 168 |
|
|
2020
Q2 | $1.43M | Buy |
24,384
+512
| +2% | +$30.6K | 0.1% | 168 |
|
|
2020
Q1 | $1.33M | Buy |
23,872
+504
| +2% | +$30.8K | 0.12% | 166 |
|
|
2019
Q4 | $1.5M | Buy |
23,368
+983
| +4% | +$56.3K | 0.12% | 153 |
|
|
2019
Q3 | $1.14M | Sell |
22,385
-5,060
| -18% | -$238K | 0.1% | 164 |
|
|
2019
Q2 | $1.24M | Buy |
27,445
+20,891
| +319% | +$973K | 0.1% | 126 |
|
|
2019
Q1 | $313K | Sell |
6,554
-120
| -2% | -$5.98K | 0.05% | 222 |
|
|
2018
Q4 | $347K | Sell |
6,674
-2,295
| -26% | -$123K | 0.06% | 200 |
|
|
2018
Q3 | $557K | Buy |
8,969
+2,816
| +46% | +$167K | 0.13% | 100 |
|
|
2018
Q2 | $340K | Buy |
6,153
+403
| +7% | +$21.8K | 0.07% | 157 |
|
|
2018
Q1 | $364K | Sell |
5,750
-13
| -0.2% | -$836 | 0.08% | 163 |
|
|
2017
Q4 | $353K | Buy |
5,763
+4
| +0.1% | +$250 | 0.04% | 165 |
|
|
2017
Q3 | $367K | Sell |
5,759
-1,892
| -25% | -$110K | 0.13% | 96 |
|
|
2017
Q2 | $427K | Buy |
+7,651
| New | +$416K | 0.13% | 123 |
|
Other funds holding BMY
OneDigital Investment Advisors's BMY Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7.1% in Q2 2026, selling an estimated $452K and leaving 102,842 shares worth $5.93M. The position accounts for 0.05% of the portfolio, ranked #287.
OneDigital Investment Advisors first reported a position in BMY in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.71M in Q1 2026. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- OneDigital Investment Advisors held 102,842 shares of Bristol-Myers Squibb worth $5.93M as of Q2 2026.
- OneDigital Investment Advisors sold 7,872 Bristol-Myers Squibb shares in Q2 2026, an estimated $452K.
- Bristol-Myers Squibb made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #287 holding.
- OneDigital Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Bristol-Myers Squibb position peaked at $6.71M in Q1 2026.
- 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.