Pinnacle Wealth Management Advisory Group’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 | $1.74M | Sell |
28,643
-1,303
| -4% | -$76K | 0.12% | 129 |
|
|
2025
Q4 | $1.62M | Buy |
29,946
+14,253
| +91% | +$686K | 0.11% | 123 |
|
|
2025
Q3 | $708K | Sell |
15,693
-2,131
| -12% | -$99.5K | 0.05% | 184 |
|
|
2025
Q2 | $825K | Sell |
17,824
-3,095
| -15% | -$152K | 0.07% | 161 |
|
|
2025
Q1 | $1.28M | Buy |
20,919
+2,050
| +11% | +$119K | 0.12% | 119 |
|
|
2024
Q4 | $1.07M | Buy |
18,869
+971
| +5% | +$54.3K | 0.1% | 129 |
|
|
2024
Q3 | $926K | Buy |
17,898
+42
| +0.2% | +$1.97K | 0.09% | 140 |
|
|
2024
Q2 | $742K | Sell |
17,856
-952
| -5% | -$42.6K | 0.08% | 150 |
|
|
2024
Q1 | $1.02M | Sell |
18,808
-2,693
| -13% | -$137K | 0.11% | 127 |
|
|
2023
Q4 | $1.1M | Sell |
21,501
-3,880
| -15% | -$204K | 0.13% | 115 |
|
|
2023
Q3 | $1.47M | Sell |
25,381
-613
| -2% | -$37.6K | 0.19% | 94 |
|
|
2023
Q2 | $1.66M | Buy |
25,994
+2,884
| +12% | +$193K | 0.21% | 91 |
|
|
2023
Q1 | $1.6M | Sell |
23,110
-6,404
| -22% | -$452K | 0.22% | 91 |
|
|
2022
Q4 | $2.12M | Sell |
29,514
-1,173
| -4% | -$88.4K | 0.32% | 69 |
|
|
2022
Q3 | $2.18M | Buy |
30,687
+3,270
| +12% | +$237K | 0.36% | 64 |
|
|
2022
Q2 | $2.11M | Buy |
27,417
+2,650
| +11% | +$202K | 0.34% | 74 |
|
|
2022
Q1 | $1.81M | Sell |
24,767
-6
| -0% | -$403 | 0.26% | 91 |
|
|
2021
Q4 | $1.54M | Sell |
24,773
-433
| -2% | -$25.4K | 0.25% | 90 |
|
|
2021
Q3 | $1.49M | Sell |
25,206
-354
| -1% | -$23.3K | 0.35% | 77 |
|
|
2021
Q2 | $1.71M | Buy |
25,560
+1,892
| +8% | +$123K | 0.4% | 68 |
|
|
2021
Q1 | $1.49M | Sell |
23,668
-457
| -2% | -$28.4K | 0.42% | 65 |
|
|
2020
Q4 | $1.5M | Buy |
24,125
+818
| +4% | +$50.3K | 0.46% | 61 |
|
|
2020
Q3 | $1.41M | Buy |
23,307
+87
| +0.4% | +$5.24K | 0.49% | 58 |
|
|
2020
Q2 | $1.36M | Buy |
23,220
+2,167
| +10% | +$130K | 0.51% | 55 |
|
|
2020
Q1 | $1.17M | Sell |
21,053
-898
| -4% | -$54.9K | 0.57% | 49 |
|
|
2019
Q4 | $1.41M | Buy |
21,951
+1,537
| +8% | +$88K | 0.53% | 54 |
|
|
2019
Q3 | $1.03M | Buy |
20,414
+607
| +3% | +$28.5K | 0.43% | 72 |
|
|
2019
Q2 | $898K | Buy |
19,807
+337
| +2% | +$15.7K | 0.38% | 74 |
|
|
2019
Q1 | $929K | Buy |
19,470
+177
| +0.9% | +$8.82K | 0.42% | 75 |
|
|
2018
Q4 | $1M | Sell |
19,293
-588
| -3% | -$31.6K | 0.54% | 59 |
|
|
2018
Q3 | $1.23M | Sell |
19,881
-1,435
| -7% | -$85.2K | 0.61% | 49 |
|
|
2018
Q2 | $1.18M | Sell |
21,316
-548
| -3% | -$29.6K | 0.63% | 48 |
|
|
2018
Q1 | $1.38M | Sell |
21,864
-1,969
| -8% | -$127K | 0.78% | 37 |
|
|
2017
Q4 | $1.46M | Sell |
23,833
-373
| -2% | -$23.3K | 0.81% | 35 |
|
|
2017
Q3 | $1.54M | Sell |
24,206
-324
| -1% | -$18.9K | 0.9% | 32 |
|
|
2017
Q2 | $1.37M | Buy |
24,530
+848
| +4% | +$46.1K | 0.85% | 36 |
|
|
2017
Q1 | $1.29M | Buy |
23,682
+3,675
| +18% | +$202K | 0.89% | 31 |
|
|
2016
Q4 | $1.17M | Sell |
20,007
-51
| -0.3% | -$2.79K | 0.84% | 39 |
|
|
2016
Q3 | $1.08M | Buy |
20,058
+275
| +1% | +$17.7K | 0.82% | 38 |
|
|
2016
Q2 | $1.46M | Buy |
19,783
+901
| +5% | +$63.7K | 1.15% | 23 |
|
|
2016
Q1 | $1.21M | Sell |
18,882
-190
| -1% | -$12K | 1.07% | 30 |
|
|
2015
Q4 | $1.31M | Sell |
19,072
-700
| -4% | -$46.3K | 1.2% | 27 |
|
|
2015
Q3 | $1.17M | Buy |
19,772
+75
| +0.4% | +$4.76K | 1.13% | 28 |
|
|
2015
Q2 | $1.31M | Sell |
19,697
-6,875
| -26% | -$453K | 1.21% | 24 |
|
|
2015
Q1 | $1.71M | Buy |
26,572
+275
| +1% | +$17.2K | 1.54% | 16 |
|
|
2014
Q4 | $1.55M | Buy |
+26,297
| New | +$1.48M | 1.44% | 20 |
|
Other funds holding BMY
VCM
VPM
Pinnacle Wealth Management Advisory Group's BMY Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 4.4% in Q1 2026, selling an estimated $76K and leaving 28,643 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #129.
Pinnacle Wealth Management Advisory Group first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.18M in Q3 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 28,643 shares of Bristol-Myers Squibb worth $1.74M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 1,303 Bristol-Myers Squibb shares in Q1 2026, an estimated $76K.
- Bristol-Myers Squibb made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #129 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
- Pinnacle Wealth Management Advisory Group's Bristol-Myers Squibb position peaked at $2.18M in Q3 2022.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.