Pinnacle Associates’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 | $7.14M | Sell |
117,746
-324
| -0.3% | -$18.9K | 0.09% | 203 |
|
|
2025
Q4 | $6.37M | Buy |
118,070
+9,997
| +9% | +$481K | 0.08% | 223 |
|
|
2025
Q3 | $4.87M | Sell |
108,073
-9,396
| -8% | -$439K | 0.06% | 253 |
|
|
2025
Q2 | $5.44M | Sell |
117,469
-6,817
| -5% | -$335K | 0.08% | 229 |
|
|
2025
Q1 | $7.58M | Buy |
124,286
+4,203
| +4% | +$245K | 0.11% | 188 |
|
|
2024
Q4 | $6.79M | Sell |
120,083
-145,958
| -55% | -$8.16M | 0.09% | 201 |
|
|
2024
Q3 | $13.7M | Buy |
266,041
+70,905
| +36% | +$3.33M | 0.23% | 121 |
|
|
2024
Q2 | $8.1M | Sell |
195,136
-6,121
| -3% | -$274K | 0.13% | 180 |
|
|
2024
Q1 | $10.9M | Sell |
201,257
-64,784
| -24% | -$3.3M | 0.17% | 151 |
|
|
2023
Q4 | $13.7M | Sell |
266,041
-144,388
| -35% | -$7.58M | 0.23% | 122 |
|
|
2023
Q3 | $23.8M | Sell |
410,429
-10,368
| -2% | -$635K | 0.44% | 61 |
|
|
2023
Q2 | $26.9M | Buy |
420,797
+156,281
| +59% | +$10.5M | 0.47% | 56 |
|
|
2023
Q1 | $18.3M | Sell |
264,516
-890
| -0.3% | -$62.8K | 0.38% | 75 |
|
|
2022
Q4 | $19.1M | Sell |
265,406
-2,715
| -1% | -$205K | 0.42% | 65 |
|
|
2022
Q3 | $19.1M | Sell |
268,121
-7,007
| -3% | -$508K | 0.44% | 65 |
|
|
2022
Q2 | $21.2M | Buy |
275,128
+1,905
| +0.7% | +$145K | 0.46% | 58 |
|
|
2022
Q1 | $20M | Sell |
273,223
-18,257
| -6% | -$1.23M | 0.35% | 82 |
|
|
2021
Q4 | $18.2M | Sell |
291,480
-15,060
| -5% | -$883K | 0.31% | 95 |
|
|
2021
Q3 | $18.1M | Sell |
306,540
-13,232
| -4% | -$871K | 0.33% | 87 |
|
|
2021
Q2 | $21.4M | Sell |
319,772
-12,172
| -4% | -$794K | 0.39% | 75 |
|
|
2021
Q1 | $21M | Sell |
331,944
-14
| -0% | -$871 | 0.4% | 72 |
|
|
2020
Q4 | $20.6M | Sell |
331,958
-22,539
| -6% | -$1.39M | 0.42% | 69 |
|
|
2020
Q3 | $21.4M | Buy |
354,497
+19,299
| +6% | +$1.16M | 0.51% | 53 |
|
|
2020
Q2 | $19.7M | Sell |
335,198
-518
| -0.2% | -$31K | 0.49% | 56 |
|
|
2020
Q1 | $18.7M | Buy |
335,716
+30,334
| +10% | +$1.85M | 0.57% | 46 |
|
|
2019
Q4 | $19.6M | Buy |
305,382
+66,303
| +28% | +$3.8M | 0.43% | 68 |
|
|
2019
Q3 | $12.1M | Buy |
239,079
+4,355
| +2% | +$205K | 0.29% | 95 |
|
|
2019
Q2 | $10.6M | Sell |
234,724
-3,541
| -1% | -$165K | 0.25% | 115 |
|
|
2019
Q1 | $11.4M | Buy |
238,265
+9,816
| +4% | +$489K | 0.26% | 108 |
|
|
2018
Q4 | $11.9M | Sell |
228,449
-12,170
| -5% | -$654K | 0.31% | 92 |
|
|
2018
Q3 | $14.9M | Sell |
240,619
-4,925
| -2% | -$292K | 0.31% | 88 |
|
|
2018
Q2 | $13.6M | Buy |
245,544
+1,171
| +0.5% | +$63.2K | 0.28% | 100 |
|
|
2018
Q1 | $15.5M | Buy |
244,373
+610
| +0.3% | +$39.2K | 0.3% | 93 |
|
|
2017
Q4 | $14.9M | Buy |
243,763
+9,157
| +4% | +$573K | 0.29% | 91 |
|
|
2017
Q3 | $15M | Sell |
234,606
-37,618
| -14% | -$2.2M | 0.28% | 96 |
|
|
2017
Q2 | $15.2M | Sell |
272,224
-17,830
| -6% | -$970K | 0.29% | 97 |
|
|
2017
Q1 | $15.8M | Buy |
290,054
+27,793
| +11% | +$1.52M | 0.3% | 94 |
|
|
2016
Q4 | $15.3M | Buy |
262,261
+4,379
| +2% | +$239K | 0.31% | 91 |
|
|
2016
Q3 | $13.9M | Buy |
257,882
+1,474
| +0.6% | +$94.7K | 0.28% | 99 |
|
|
2016
Q2 | $18.9M | Sell |
256,408
-421
| -0.2% | -$29.7K | 0.41% | 77 |
|
|
2016
Q1 | $16.4M | Sell |
256,829
-5,522
| -2% | -$348K | 0.35% | 79 |
|
|
2015
Q4 | $18M | Sell |
262,351
-1,425
| -0.5% | -$94.2K | 0.38% | 78 |
|
|
2015
Q3 | $15.6M | Sell |
263,776
-5,111
| -2% | -$324K | 0.35% | 74 |
|
|
2015
Q2 | $17.9M | Sell |
268,887
-8,382
| -3% | -$552K | 0.33% | 81 |
|
|
2015
Q1 | $17.9M | Buy |
277,269
+13,594
| +5% | +$851K | 0.33% | 74 |
|
|
2014
Q4 | $15.6M | Buy |
263,675
+1,570
| +0.6% | +$88.5K | 0.31% | 87 |
|
|
2014
Q3 | $13.4M | Buy |
262,105
+16,377
| +7% | +$818K | 0.27% | 100 |
|
|
2014
Q2 | $11.9M | Buy |
245,728
+48,796
| +25% | +$2.4M | 0.23% | 103 |
|
|
2014
Q1 | $10.2M | Sell |
196,932
-27,899
| -12% | -$1.48M | 0.2% | 114 |
|
|
2013
Q4 | $11.9M | Sell |
224,831
-4,160
| -2% | -$212K | 0.23% | 104 |
|
|
2013
Q3 | $10.6M | Buy |
228,991
+2,866
| +1% | +$126K | 0.22% | 110 |
|
|
2013
Q2 | $10.1M | Buy |
+226,125
| New | +$9.82M | 0.23% | 110 |
|
Other funds holding BMY
VCM
VPM
Pinnacle Associates's BMY Position: Q1 2026 in Review
Pinnacle Associates reduced its Bristol-Myers Squibb (BMY) stake by 0.27% in Q1 2026, selling an estimated $18.9K and leaving 117,746 shares worth $7.14M. The position accounts for 0.09% of the portfolio, ranked #203.
Pinnacle Associates first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.9M in Q2 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Pinnacle Associates held 117,746 shares of Bristol-Myers Squibb worth $7.14M as of Q1 2026.
- Pinnacle Associates sold 324 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.9K.
- Bristol-Myers Squibb made up 0.09% of Pinnacle Associates's portfolio in Q1 2026, its #203 holding.
- Pinnacle Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's Bristol-Myers Squibb position peaked at $26.9M in Q2 2023.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.