Private Wealth Partners’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 | $340K | Hold |
5,600
| – | – | 0.03% | 141 |
|
|
2025
Q4 | $302K | Sell |
5,600
-350
| -6% | -$16.8K | 0.02% | 142 |
|
|
2025
Q3 | $268K | Sell |
5,950
-8,000
| -57% | -$374K | 0.02% | 144 |
|
|
2025
Q2 | $646K | Hold |
13,950
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $851K | Buy |
13,950
+1,049
| +8% | +$61.1K | 0.07% | 93 |
|
|
2024
Q4 | $730K | Buy |
12,901
+91
| +0.7% | +$5.08K | 0.06% | 106 |
|
|
2024
Q3 | $663K | Hold |
12,810
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $532K | Sell |
12,810
-300
| -2% | -$13.4K | 0.04% | 111 |
|
|
2024
Q1 | $711K | Hold |
13,110
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $673K | Sell |
13,110
-197
| -1% | -$10.3K | 0.06% | 99 |
|
|
2023
Q3 | $772K | Sell |
13,307
-104
| -0.8% | -$6.37K | 0.07% | 91 |
|
|
2023
Q2 | $858K | Sell |
13,411
-713
| -5% | -$47.8K | 0.08% | 89 |
|
|
2023
Q1 | $979K | Buy |
14,124
+209
| +2% | +$14.7K | 0.1% | 82 |
|
|
2022
Q4 | $1M | Buy |
13,915
+2,805
| +25% | +$212K | 0.11% | 76 |
|
|
2022
Q3 | $790K | Buy |
+11,110
| New | +$806K | 0.1% | 64 |
|
|
2021
Q1 | – | Sell |
-8,610
| Closed | -$534K | – | 81 |
|
|
2020
Q4 | $534K | Hold |
8,610
| – | – | 0.06% | 84 |
|
|
2020
Q3 | $519K | Sell |
8,610
-1,400
| -14% | -$84.3K | 0.06% | 78 |
|
|
2020
Q2 | $589K | Buy |
10,010
+1,400
| +16% | +$83.7K | 0.08% | 75 |
|
|
2020
Q1 | $480K | Buy |
+8,610
| New | +$526K | 0.08% | 84 |
|
|
2019
Q4 | – | Sell |
-8,110
| Closed | -$411K | – | 125 |
|
|
2019
Q3 | $411K | Buy |
8,110
+2,200
| +37% | +$103K | 0.06% | 85 |
|
|
2019
Q2 | $268K | Buy |
+5,910
| New | +$275K | 0.04% | 112 |
|
|
2018
Q2 | – | Sell |
-5,750
| Closed | -$364K | – | 120 |
|
|
2018
Q1 | $364K | Sell |
5,750
-70
| -1% | -$4.5K | 0.06% | 98 |
|
|
2017
Q4 | $357K | Sell |
5,820
-1,000
| -15% | -$62.5K | 0.07% | 105 |
|
|
2017
Q3 | $435K | Sell |
6,820
-1,530
| -18% | -$89.3K | 0.09% | 96 |
|
|
2017
Q2 | $465K | Buy |
8,350
+1,400
| +20% | +$76.2K | 0.1% | 85 |
|
|
2017
Q1 | $378K | Sell |
6,950
-300
| -4% | -$16.5K | 0.08% | 89 |
|
|
2016
Q4 | $424K | Sell |
7,250
-500
| -6% | -$27.3K | 0.1% | 83 |
|
|
2016
Q3 | $418K | Hold |
7,750
| – | – | 0.1% | 89 |
|
|
2016
Q2 | $570K | Buy |
7,750
+2,350
| +44% | +$166K | 0.14% | 86 |
|
|
2016
Q1 | $345K | Hold |
5,400
| – | – | 0.08% | 102 |
|
|
2015
Q4 | $371K | Sell |
5,400
-65
| -1% | -$4.29K | 0.09% | 103 |
|
|
2015
Q3 | $324K | Buy |
5,465
+415
| +8% | +$26.3K | 0.08% | 109 |
|
|
2015
Q2 | $336K | Buy |
5,050
+950
| +23% | +$62.6K | 0.08% | 115 |
|
|
2015
Q1 | $264K | Sell |
4,100
-22,060
| -84% | -$1.38M | 0.06% | 127 |
|
|
2014
Q4 | $1.54M | Hold |
26,160
| – | – | 0.36% | 66 |
|
|
2014
Q3 | $1.34M | Sell |
26,160
-296
| -1% | -$14.8K | 0.29% | 81 |
|
|
2014
Q2 | $1.28M | Buy |
26,456
+1,850
| +8% | +$91.2K | 0.28% | 81 |
|
|
2014
Q1 | $1.28M | Sell |
24,606
-640
| -3% | -$34.1K | 0.3% | 75 |
|
|
2013
Q4 | $1.34M | Sell |
25,246
-700
| -3% | -$35.7K | 0.3% | 76 |
|
|
2013
Q3 | $1.2M | Sell |
25,946
-50
| -0.2% | -$2.19K | 0.28% | 81 |
|
|
2013
Q2 | $1.16M | Buy |
+25,996
| New | +$1.13M | 0.29% | 79 |
|
Other funds holding BMY
VCM
VPM
Private Wealth Partners's BMY Position: Q1 2026 in Review
Private Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,600 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #141.
Private Wealth Partners first reported a position in BMY in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.54M in Q4 2014. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Private Wealth Partners held 5,600 shares of Bristol-Myers Squibb worth $340K as of Q1 2026.
- Private Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q1 2026.
- Bristol-Myers Squibb made up 0.03% of Private Wealth Partners's portfolio in Q1 2026, its #141 holding.
- Private Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 41 quarters since.
- Private Wealth Partners's Bristol-Myers Squibb position peaked at $1.54M in Q4 2014.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.