Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $112K | Sell |
1,843
-1,134
| -38% | -$66.1K | 0.01% | 214 |
|
|
2025
Q4 | $161K | Sell |
2,977
-2
| -0.1% | -$96 | 0.01% | 185 |
|
|
2025
Q3 | $134K | Buy |
2,979
+456
| +18% | +$21.3K | 0.01% | 206 |
|
|
2025
Q2 | $117K | Buy |
2,523
+1,401
| +125% | +$68.8K | 0.01% | 221 |
|
|
2025
Q1 | $68.4K | Sell |
1,122
-12
| -1% | -$699 | 0.01% | 293 |
|
|
2024
Q4 | $64.1K | Sell |
1,134
-1,089
| -49% | -$60.8K | 0.01% | 311 |
|
|
2024
Q3 | $115K | Buy |
2,223
+89
| +4% | +$4.17K | 0.01% | 261 |
|
|
2024
Q2 | $88.6K | Hold |
2,134
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $116K | Sell |
2,134
-47
| -2% | -$2.39K | 0.01% | 230 |
|
|
2023
Q4 | $112K | Sell |
2,181
-267
| -11% | -$14K | 0.01% | 235 |
|
|
2023
Q3 | $142K | Sell |
2,448
-48
| -2% | -$2.94K | 0.02% | 190 |
|
|
2023
Q2 | $160K | Buy |
2,496
+839
| +51% | +$56.3K | 0.02% | 183 |
|
|
2023
Q1 | $115K | Sell |
1,657
-49
| -3% | -$3.46K | 0.02% | 216 |
|
|
2022
Q4 | $123K | Buy |
1,706
+25
| +1% | +$1.89K | 0.02% | 206 |
|
|
2022
Q3 | $119K | Buy |
1,681
+248
| +17% | +$18K | 0.02% | 191 |
|
|
2022
Q2 | $110K | Sell |
1,433
-832
| -37% | -$63.4K | 0.02% | 203 |
|
|
2022
Q1 | $165K | Sell |
2,265
-158
| -7% | -$10.6K | 0.03% | 176 |
|
|
2021
Q4 | $151K | Buy |
2,423
+167
| +7% | +$9.8K | 0.02% | 210 |
|
|
2021
Q3 | $133K | Hold |
2,256
| – | – | 0.03% | 229 |
|
|
2021
Q2 | $151K | Sell |
2,256
-5,267
| -70% | -$343K | 0.04% | 210 |
|
|
2021
Q1 | $475K | Buy |
7,523
+667
| +10% | +$41.5K | 0.13% | 81 |
|
|
2020
Q4 | $425K | Buy |
6,856
+3,484
| +103% | +$214K | 0.13% | 95 |
|
|
2020
Q3 | $203K | Buy |
3,372
+30
| +0.9% | +$1.81K | 0.07% | 145 |
|
|
2020
Q2 | $197K | Sell |
3,342
-180
| -5% | -$10.8K | 0.08% | 129 |
|
|
2020
Q1 | $196K | Buy |
3,522
+129
| +4% | +$7.88K | 0.09% | 117 |
|
|
2019
Q4 | $218K | Buy |
3,393
+1,004
| +42% | +$57.5K | 0.08% | 144 |
|
|
2019
Q3 | $121K | Buy |
2,389
+400
| +20% | +$18.8K | 0.04% | 219 |
|
|
2019
Q2 | $90K | Hold |
1,989
| – | – | 0.03% | 234 |
|
|
2019
Q1 | $95K | Sell |
1,989
-300
| -13% | -$14.9K | 0.03% | 226 |
|
|
2018
Q4 | $119K | Sell |
2,289
-938
| -29% | -$50.4K | 0.04% | 189 |
|
|
2018
Q3 | $200K | Buy |
3,227
+974
| +43% | +$57.8K | 0.07% | 150 |
|
|
2018
Q2 | $125K | Sell |
2,253
-823
| -27% | -$44.4K | 0.06% | 206 |
|
|
2018
Q1 | $195K | Sell |
3,076
-114
| -4% | -$7.33K | 0.11% | 147 |
|
|
2017
Q4 | $195K | Buy |
3,190
+570
| +22% | +$35.7K | 0.11% | 142 |
|
|
2017
Q3 | $167K | Sell |
2,620
-491
| -16% | -$28.7K | 0.1% | 151 |
|
|
2017
Q2 | $173K | Sell |
3,111
-10,007
| -76% | -$545K | 0.11% | 136 |
|
|
2017
Q1 | $713K | Buy |
13,118
+10,300
| +366% | +$565K | 0.43% | 51 |
|
|
2016
Q4 | $165K | Buy |
2,818
+445
| +19% | +$24.3K | 0.1% | 143 |
|
|
2016
Q3 | $128K | Sell |
2,373
-576
| -20% | -$37K | 0.09% | 169 |
|
|
2016
Q2 | $217K | Buy |
2,949
+68
| +2% | +$4.8K | 0.16% | 109 |
|
|
2016
Q1 | $184K | Buy |
2,881
+98
| +4% | +$6.18K | 0.14% | 119 |
|
|
2015
Q4 | $191K | Sell |
2,783
-93
| -3% | -$6.15K | 0.14% | 114 |
|
|
2015
Q3 | $170K | Buy |
2,876
+574
| +25% | +$36.4K | 0.13% | 117 |
|
|
2015
Q2 | $153K | Buy |
2,302
+731
| +47% | +$48.2K | 0.11% | 144 |
|
|
2015
Q1 | $101K | Sell |
1,571
-2,080
| -57% | -$130K | 0.07% | 185 |
|
|
2014
Q4 | $216K | Buy |
3,651
+2,242
| +159% | +$126K | 0.16% | 99 |
|
|
2014
Q3 | $72K | Sell |
1,409
-1,076
| -43% | -$53.7K | 0.06% | 207 |
|
|
2014
Q2 | $121K | Buy |
2,485
+624
| +34% | +$30.8K | 0.11% | 128 |
|
|
2014
Q1 | $97K | Sell |
1,861
-941
| -34% | -$50.1K | 0.11% | 118 |
|
|
2013
Q4 | $149K | Buy |
2,802
+864
| +45% | +$44K | 0.08% | 109 |
|
|
2013
Q3 | $90K | Sell |
1,938
-53
| -3% | -$2.33K | 0.06% | 125 |
|
|
2013
Q2 | $89K | Buy |
+1,991
| New | +$86.4K | 0.07% | 111 |
|
Other funds holding BMY
VCM
VPM
Plante Moran Financial Advisors's BMY Position: Q1 2026 in Review
Plante Moran Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 38% in Q1 2026, selling an estimated $66.1K and leaving 1,843 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #214.
Plante Moran Financial Advisors first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $713K in Q1 2017. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Plante Moran Financial Advisors held 1,843 shares of Bristol-Myers Squibb worth $112K as of Q1 2026.
- Plante Moran Financial Advisors sold 1,134 Bristol-Myers Squibb shares in Q1 2026, an estimated $66.1K.
- Bristol-Myers Squibb made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #214 holding.
- Plante Moran Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- Plante Moran Financial Advisors's Bristol-Myers Squibb position peaked at $713K in Q1 2017.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.