River Wealth 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 | $349K | Buy |
5,758
+13
| +0.2% | +$758 | 0.04% | 170 |
|
|
2025
Q4 | $310K | Sell |
5,745
-450
| -7% | -$21.6K | 0.03% | 176 |
|
|
2025
Q3 | $279K | Sell |
6,195
-431
| -7% | -$20.1K | 0.03% | 184 |
|
|
2025
Q2 | $307K | Sell |
6,626
-782
| -11% | -$38.4K | 0.04% | 179 |
|
|
2025
Q1 | $452K | Sell |
7,408
-12
| -0.2% | -$699 | 0.06% | 152 |
|
|
2024
Q4 | $420K | Sell |
7,420
-736
| -9% | -$41.1K | 0.06% | 164 |
|
|
2024
Q3 | $422K | Sell |
8,156
-318
| -4% | -$14.9K | 0.06% | 157 |
|
|
2024
Q2 | $352K | Buy |
8,474
+796
| +10% | +$35.6K | 0.05% | 162 |
|
|
2024
Q1 | $416K | Buy |
7,678
+3,346
| +77% | +$170K | 0.06% | 146 |
|
|
2023
Q4 | $222K | Sell |
4,332
-2,072
| -32% | -$109K | 0.04% | 195 |
|
|
2023
Q3 | $372K | Sell |
6,404
-277
| -4% | -$17K | 0.07% | 152 |
|
|
2023
Q2 | $427K | Sell |
6,681
-36
| -0.5% | -$2.41K | 0.07% | 155 |
|
|
2023
Q1 | $466K | Sell |
6,717
-592
| -8% | -$41.8K | 0.08% | 150 |
|
|
2022
Q4 | $526K | Sell |
7,309
-39
| -0.5% | -$2.94K | 0.1% | 142 |
|
|
2022
Q3 | $522K | Sell |
7,348
-477
| -6% | -$34.6K | 0.11% | 136 |
|
|
2022
Q2 | $603K | Sell |
7,825
-412
| -5% | -$31.4K | 0.11% | 131 |
|
|
2022
Q1 | $602K | Sell |
8,237
-1,012
| -11% | -$68K | 0.1% | 140 |
|
|
2021
Q4 | $577K | Sell |
9,249
-82
| -0.9% | -$4.81K | 0.09% | 148 |
|
|
2021
Q3 | $552K | Buy |
9,331
+1,392
| +18% | +$91.7K | 0.09% | 145 |
|
|
2021
Q2 | $530K | Sell |
7,939
-4,117
| -34% | -$268K | 0.09% | 146 |
|
|
2021
Q1 | $761K | Buy |
12,056
+1,573
| +15% | +$97.9K | 0.14% | 123 |
|
|
2020
Q4 | $650K | Buy |
10,483
+206
| +2% | +$12.7K | 0.14% | 122 |
|
|
2020
Q3 | $620K | Buy |
10,277
+2,780
| +37% | +$167K | 0.16% | 121 |
|
|
2020
Q2 | $441K | Buy |
7,497
+642
| +9% | +$38.4K | 0.13% | 128 |
|
|
2020
Q1 | $382K | Buy |
6,855
+270
| +4% | +$16.5K | 0.15% | 120 |
|
|
2019
Q4 | $423K | Buy |
+6,585
| New | +$377K | 0.14% | 125 |
|
|
2019
Q1 | – | Sell |
-848
| Closed | -$44K | – | 186 |
|
|
2018
Q4 | $44K | Sell |
848
-261
| -24% | -$14K | 0.02% | 258 |
|
|
2018
Q3 | $69K | Sell |
1,109
-626
| -36% | -$37.1K | 0.03% | 241 |
|
|
2018
Q2 | $96K | Buy |
+1,735
| New | +$93.7K | 0.04% | 204 |
|
|
2018
Q1 | – | Sell |
-4,185
| Closed | -$256K | – | 162 |
|
|
2017
Q4 | $256K | Buy |
4,185
+335
| +9% | +$21K | 0.11% | 148 |
|
|
2017
Q3 | $245K | Sell |
3,850
-62
| -2% | -$3.62K | 0.11% | 143 |
|
|
2017
Q2 | $218K | Buy |
+3,912
| New | +$213K | 0.1% | 151 |
|
Other funds holding BMY
VCM
VPM
River Wealth Advisors's BMY Position: Q1 2026 in Review
River Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.23% in Q1 2026, buying an estimated $758 and bringing the position to 5,758 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #170.
River Wealth Advisors first reported a position in BMY in Q2 2017 and has held it in 32 quarters since. The position peaked at $761K in Q1 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- River Wealth Advisors held 5,758 shares of Bristol-Myers Squibb worth $349K as of Q1 2026.
- River Wealth Advisors bought 13 Bristol-Myers Squibb shares in Q1 2026, an estimated $758.
- Bristol-Myers Squibb made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #170 holding.
- River Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 32 quarters since.
- River Wealth Advisors's Bristol-Myers Squibb position peaked at $761K in Q1 2021.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.