Patriot Financial Group Insurance Agency’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 | $231K | Sell |
4,014
-4,170
| -51% | -$239K | 0.02% | 450 |
|
|
2026
Q1 | $496K | Buy |
8,184
+4,077
| +99% | +$238K | 0.03% | 443 |
|
|
2025
Q4 | $222K | Buy |
+4,107
| New | +$198K | 0.03% | 458 |
|
|
2025
Q3 | – | Sell |
-5,090
| Closed | -$236K | – | 493 |
|
|
2025
Q2 | $236K | Sell |
5,090
-213
| -4% | -$10.5K | 0.03% | 459 |
|
|
2025
Q1 | $323K | Buy |
5,303
+328
| +7% | +$19.1K | 0.04% | 371 |
|
|
2024
Q4 | $281K | Sell |
4,975
-620
| -11% | -$34.6K | 0.04% | 380 |
|
|
2024
Q3 | $289K | Buy |
5,595
+206
| +4% | +$9.66K | 0.04% | 391 |
|
|
2024
Q2 | $224K | Buy |
5,389
+447
| +9% | +$20K | 0.03% | 430 |
|
|
2024
Q1 | $268K | Buy |
4,942
+530
| +12% | +$27K | 0.04% | 394 |
|
|
2023
Q4 | $226K | Sell |
4,412
-344
| -7% | -$18.1K | 0.04% | 399 |
|
|
2023
Q3 | $276K | Sell |
4,756
-237
| -5% | -$14.5K | 0.06% | 348 |
|
|
2023
Q2 | $319K | Sell |
4,993
-136
| -3% | -$9.12K | 0.06% | 326 |
|
|
2023
Q1 | $356K | Sell |
5,129
-951
| -16% | -$67.1K | 0.07% | 291 |
|
|
2022
Q4 | $437K | Buy |
6,080
+836
| +16% | +$63K | 0.06% | 233 |
|
|
2022
Q3 | $373K | Buy |
5,244
+197
| +4% | +$14.3K | 0.09% | 244 |
|
|
2022
Q2 | $389K | Sell |
5,047
-319
| -6% | -$24.3K | 0.08% | 250 |
|
|
2022
Q1 | $392K | Sell |
5,366
-1,718
| -24% | -$115K | 0.07% | 275 |
|
|
2021
Q4 | $442K | Sell |
7,084
-14,791
| -68% | -$868K | 0.07% | 269 |
|
|
2021
Q3 | $1.29M | Sell |
21,875
-71
| -0.3% | -$4.68K | 0.23% | 104 |
|
|
2021
Q2 | $1.47M | Buy |
21,946
+647
| +3% | +$42.2K | 0.27% | 81 |
|
|
2021
Q1 | $1.34M | Sell |
21,299
-2,267
| -10% | -$141K | 0.31% | 64 |
|
|
2020
Q4 | $1.46M | Buy |
23,566
+3,300
| +16% | +$203K | 0.37% | 48 |
|
|
2020
Q3 | $1.22M | Sell |
20,266
-348
| -2% | -$20.9K | 0.4% | 49 |
|
|
2020
Q2 | $1.21M | Buy |
20,614
+13,516
| +190% | +$808K | 0.46% | 42 |
|
|
2020
Q1 | $396K | Buy |
7,098
+526
| +8% | +$32.1K | 0.18% | 117 |
|
|
2019
Q4 | $422K | Buy |
6,572
+1,456
| +28% | +$83.4K | 0.16% | 130 |
|
|
2019
Q3 | $259K | Buy |
5,116
+397
| +8% | +$18.7K | 0.12% | 162 |
|
|
2019
Q2 | $220K | Sell |
4,719
-5,315
| -53% | -$248K | 0.09% | 180 |
|
|
2019
Q1 | $479K | Buy |
10,034
+1,055
| +12% | +$52.6K | 0.25% | 67 |
|
|
2018
Q4 | $467K | Buy |
8,979
+685
| +8% | +$36.8K | 0.31% | 57 |
|
|
2018
Q3 | $515K | Buy |
8,294
+5,270
| +174% | +$313K | 0.31% | 53 |
|
|
2018
Q2 | $167K | Sell |
3,024
-6,199
| -67% | -$335K | 0.18% | 88 |
|
|
2018
Q1 | $572K | Sell |
9,223
-65
| -0.7% | -$4.18K | 0.42% | 54 |
|
|
2017
Q4 | $574K | Sell |
9,288
-297
| -3% | -$18.6K | 0.43% | 48 |
|
|
2017
Q3 | $615K | Buy |
9,585
+817
| +9% | +$47.7K | 0.55% | 32 |
|
|
2017
Q2 | $490K | Buy |
8,768
+574
| +7% | +$31.2K | 0.51% | 37 |
|
|
2017
Q1 | $435K | Sell |
8,194
-1,645
| -17% | -$90.2K | 0.46% | 41 |
|
|
2016
Q4 | $484K | Buy |
+9,839
| New | +$538K | 0.66% | 29 |
|
Other funds holding BMY
Patriot Financial Group Insurance Agency's BMY Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Bristol-Myers Squibb (BMY) stake by 51% in Q2 2026, selling an estimated $239K and leaving 4,014 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #450.
Patriot Financial Group Insurance Agency first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.47M in Q2 2021. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Patriot Financial Group Insurance Agency held 4,014 shares of Bristol-Myers Squibb worth $231K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 4,170 Bristol-Myers Squibb shares in Q2 2026, an estimated $239K.
- Bristol-Myers Squibb made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #450 holding.
- Patriot Financial Group Insurance Agency first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
- Patriot Financial Group Insurance Agency's Bristol-Myers Squibb position peaked at $1.47M in Q2 2021.
- 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.