Sequoia 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
Q2
$10.4M Buy
179,874
+11,558
+7% +$664K 0.05% 222
2026
Q1
$10.2M Buy
168,316
+15,178
+10% +$885K 0.06% 206
2025
Q4
$8.26M Sell
153,138
-7,067
-4% -$340K 0.05% 229
2025
Q3
$7.23M Buy
160,205
+6,754
+4% +$315K 0.04% 241
2025
Q2
$7.1M Buy
153,451
+7,319
+5% +$359K 0.05% 219
2025
Q1
$8.91M Sell
146,132
-5,568
-4% -$325K 0.07% 204
2024
Q4
$8.58M Buy
151,700
+8,745
+6% +$489K 0.08% 194
2024
Q3
$7.4M Buy
142,955
+41,276
+41% +$1.94M 0.08% 176
2024
Q2
$4.22M Sell
101,679
-17,614
-15% -$788K 0.05% 210
2024
Q1
$6.47M Buy
119,293
+42,244
+55% +$2.15M 0.08% 174
2023
Q4
$3.95M Buy
77,049
+42,301
+122% +$2.22M 0.05% 240
2023
Q3
$2.02M Sell
34,748
-589
-2% -$36.1K 0.04% 230
2023
Q2
$2.26M Buy
35,337
+1,870
+6% +$125K 0.04% 226
2023
Q1
$2.32M Buy
33,467
+1,454
+5% +$103K 0.05% 201
2022
Q4
$2.3M Buy
32,013
+11,401
+55% +$860K 0.06% 191
2022
Q3
$1.47M Sell
20,612
-1,780
-8% -$129K 0.05% 181
2022
Q2
$1.72M Sell
22,392
-2,946
-12% -$224K 0.05% 190
2022
Q1
$1.85M Buy
25,338
+5,704
+29% +$383K 0.05% 199
2021
Q4
$1.22M Buy
19,634
+14,550
+286% +$854K 0.03% 222
2021
Q3
$301K Sell
5,084
-15,976
-76% -$1.05M 0.03% 201
2021
Q2
$1.41M Buy
21,060
+2,699
+15% +$176K 0.05% 174
2021
Q1
$1.16M Buy
18,361
+1,038
+6% +$64.6K 0.05% 176
2020
Q4
$1.07M Buy
17,323
+821
+5% +$50.5K 0.05% 182
2020
Q3
$995K Buy
16,502
+228
+1% +$13.7K 0.05% 167
2020
Q2
$957K Sell
16,274
-3,535
-18% -$211K 0.06% 156
2020
Q1
$1.1M Sell
19,809
-67,499
-77% -$4.13M 0.08% 111
2019
Q4
$5.6M Buy
87,308
+53,511
+158% +$3.06M 0.36% 42
2019
Q3
$1.71M Buy
33,797
+21,243
+169% +$998K 0.12% 96
2019
Q2
$569K Buy
12,554
+4,312
+52% +$201K 0.04% 174
2019
Q1
$393K Sell
8,242
-108
-1% -$5.38K 0.03% 227
2018
Q4
$434K Sell
8,350
-30
-0.4% -$1.61K 0.05% 155
2018
Q3
$520K Sell
8,380
-897
-10% -$53.2K 0.05% 157
2018
Q2
$513K Buy
9,277
+334
+4% +$18K 0.05% 156
2018
Q1
$566K Buy
8,943
+1,022
+13% +$65.7K 0.06% 151
2017
Q4
$485K Buy
7,921
+1,268
+19% +$79.3K 0.05% 169
2017
Q3
$424K Sell
6,653
-780
-10% -$45.5K 0.05% 170
2017
Q2
$414K Buy
7,433
+358
+5% +$19.5K 0.05% 163
2017
Q1
$385K Buy
7,075
+826
+13% +$45.3K 0.05% 163
2016
Q4
$365K Buy
6,249
+251
+4% +$13.7K 0.05% 167
2016
Q3
$323K Sell
5,998
-1,085
-15% -$69.7K 0.06% 161
2016
Q2
$521K Buy
7,083
+225
+3% +$15.9K 0.15% 111
2016
Q1
$438K Buy
6,858
+1,203
+21% +$75.9K 0.14% 102
2015
Q4
$389K Buy
5,655
+1,022
+22% +$67.5K 0.16% 101
2015
Q3
$274K Sell
4,633
-422
-8% -$26.8K 0.12% 128
2015
Q2
$336K Sell
5,055
-15
-0.3% -$989 0.14% 127
2015
Q1
$327K Buy
5,070
+79
+2% +$4.95K 0.15% 119
2014
Q4
$295K Sell
4,991
-151
-3% -$8.52K 0.2% 108
2014
Q3
$263K Buy
+5,142
New +$257K 0.18% 125
2014
Q2
Sell
-4,069
Closed -$211K 160
2014
Q1
$211K Buy
+4,069
New +$217K 0.18% 147

Other funds holding BMY

Sequoia Financial Advisors's BMY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2026, buying an estimated $664K and bringing the position to 179,874 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #222.

Sequoia Financial Advisors first reported a position in BMY in Q1 2014 and has held it in 49 quarters since. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sequoia Financial Advisors held 179,874 shares of Bristol-Myers Squibb worth $10.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 11,558 Bristol-Myers Squibb shares in Q2 2026, an estimated $664K.
  • Bristol-Myers Squibb made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • Sequoia Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 49 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.