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
2020
Q3
Sell
-60,000
Closed -$1K 661
2020
Q2
$1K Hold
60,000
﹤0.01% 640
2020
Q1
$1K Hold
60,000
﹤0.01% 563
2019
Q4
$1K Buy
60,000
+59,400
+9,900% +$3.4M ﹤0.01% 597
2019
Q3
$1K Buy
+600
New +$28.2K ﹤0.01% 564

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. 1,866 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.
  • 1,866 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.