Peak Asset Management’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 | $1.97M | Sell |
32,462
-935
| -3% | -$54.5K | 0.35% | 57 |
|
|
2025
Q4 | $1.8M | Buy |
33,397
+500
| +2% | +$24.1K | 0.31% | 60 |
|
|
2025
Q3 | $1.48M | Sell |
32,897
-4,608
| -12% | -$215K | 0.26% | 64 |
|
|
2025
Q2 | $1.74M | Sell |
37,505
-634
| -2% | -$31.1K | 0.32% | 60 |
|
|
2025
Q1 | $2.33M | Buy |
38,139
+375
| +1% | +$21.9K | 0.44% | 46 |
|
|
2024
Q4 | $2.14M | Hold |
37,764
| – | – | 0.4% | 50 |
|
|
2024
Q3 | $1.95M | Sell |
37,764
-250
| -0.7% | -$11.7K | 0.37% | 55 |
|
|
2024
Q2 | $1.58M | Sell |
38,014
-1,740
| -4% | -$77.9K | 0.31% | 63 |
|
|
2024
Q1 | $2.16M | Sell |
39,754
-13,554
| -25% | -$690K | 0.43% | 51 |
|
|
2023
Q4 | $2.74M | Sell |
53,308
-1,856
| -3% | -$97.4K | 0.6% | 42 |
|
|
2023
Q3 | $3.2M | Buy |
55,164
+2,421
| +5% | +$148K | 0.77% | 35 |
|
|
2023
Q2 | $3.37M | Buy |
52,743
+4,248
| +9% | +$285K | 0.78% | 33 |
|
|
2023
Q1 | $3.36M | Sell |
48,495
-280
| -0.6% | -$19.7K | 0.82% | 31 |
|
|
2022
Q4 | $3.51M | Sell |
48,775
-1,845
| -4% | -$139K | 0.92% | 29 |
|
|
2022
Q3 | $3.6M | Sell |
50,620
-901
| -2% | -$65.4K | 1.02% | 28 |
|
|
2022
Q2 | $3.97M | Sell |
51,521
-889
| -2% | -$67.7K | 1.09% | 28 |
|
|
2022
Q1 | $3.83M | Sell |
52,410
-33
| -0.1% | -$2.22K | 0.89% | 32 |
|
|
2021
Q4 | $3.27M | Buy |
52,443
+2,831
| +6% | +$166K | 0.75% | 34 |
|
|
2021
Q3 | $2.94M | Buy |
49,612
+6,385
| +15% | +$420K | 0.72% | 36 |
|
|
2021
Q2 | $2.89M | Buy |
43,227
+1,967
| +5% | +$128K | 0.72% | 37 |
|
|
2021
Q1 | $2.6M | Buy |
41,260
+7,005
| +20% | +$436K | 0.63% | 39 |
|
|
2020
Q4 | $2.13M | Buy |
34,255
+1,952
| +6% | +$120K | 0.56% | 42 |
|
|
2020
Q3 | $1.95M | Buy |
32,303
+75
| +0.2% | +$4.51K | 0.58% | 39 |
|
|
2020
Q2 | $1.9M | Sell |
32,228
-397
| -1% | -$23.7K | 0.6% | 36 |
|
|
2020
Q1 | $1.82M | Buy |
32,625
+2,954
| +10% | +$181K | 0.7% | 35 |
|
|
2019
Q4 | $1.91M | Buy |
29,671
+796
| +3% | +$45.6K | 0.58% | 37 |
|
|
2019
Q3 | $1.46M | Buy |
28,875
+4,405
| +18% | +$207K | 0.48% | 41 |
|
|
2019
Q2 | $1.11M | Buy |
24,470
+2,134
| +10% | +$99.4K | 0.36% | 53 |
|
|
2019
Q1 | $1.07M | Buy |
22,336
+7,110
| +47% | +$354K | 0.36% | 54 |
|
|
2018
Q4 | $791K | Buy |
15,226
+71
| +0.5% | +$3.81K | 0.3% | 62 |
|
|
2018
Q3 | $941K | Sell |
15,155
-340
| -2% | -$20.2K | 0.32% | 58 |
|
|
2018
Q2 | $857K | Buy |
15,495
+988
| +7% | +$53.4K | 0.31% | 56 |
|
|
2018
Q1 | $918K | Buy |
14,507
+933
| +7% | +$60K | 0.34% | 52 |
|
|
2017
Q4 | $832K | Sell |
13,574
-467
| -3% | -$29.2K | 0.3% | 56 |
|
|
2017
Q3 | $895K | Sell |
14,041
-617
| -4% | -$36K | 0.32% | 60 |
|
|
2017
Q2 | $817K | Buy |
14,658
+877
| +6% | +$47.7K | 0.3% | 59 |
|
|
2017
Q1 | $749K | Buy |
13,781
+68
| +0.5% | +$3.73K | 0.28% | 66 |
|
|
2016
Q4 | $801K | Buy |
13,713
+2,919
| +27% | +$160K | 0.32% | 63 |
|
|
2016
Q3 | $582K | Buy |
10,794
+2,163
| +25% | +$139K | 0.24% | 79 |
|
|
2016
Q2 | $635K | Hold |
8,631
| – | – | 0.28% | 68 |
|
|
2016
Q1 | $551K | Hold |
8,631
| – | – | 0.26% | 74 |
|
|
2015
Q4 | $594K | Sell |
8,631
-60
| -0.7% | -$3.96K | 0.29% | 57 |
|
|
2015
Q3 | $515K | Sell |
8,691
-430
| -5% | -$27.3K | 0.27% | 62 |
|
|
2015
Q2 | $607K | Sell |
9,121
-350
| -4% | -$23.1K | 0.32% | 59 |
|
|
2015
Q1 | $611K | Sell |
9,471
-485
| -5% | -$30.4K | 0.3% | 59 |
|
|
2014
Q4 | $588K | Buy |
+9,956
| New | +$561K | 0.31% | 59 |
|
Other funds holding BMY
VCM
VPM
Peak Asset Management's BMY Position: Q1 2026 in Review
Peak Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q1 2026, selling an estimated $54.5K and leaving 32,462 shares worth $1.97M. The position accounts for 0.35% of the portfolio, ranked #57.
Peak Asset Management first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.97M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Peak Asset Management held 32,462 shares of Bristol-Myers Squibb worth $1.97M as of Q1 2026.
- Peak Asset Management sold 935 Bristol-Myers Squibb shares in Q1 2026, an estimated $54.5K.
- Bristol-Myers Squibb made up 0.35% of Peak Asset Management's portfolio in Q1 2026, its #57 holding.
- Peak Asset Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
- Peak Asset Management's Bristol-Myers Squibb position peaked at $3.97M in Q2 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.