SFE Investment Counsel’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 | $741K | Sell |
12,212
-1,910
| -14% | -$111K | 0.12% | 98 |
|
|
2025
Q4 | $762K | Sell |
14,122
-4,987
| -26% | -$240K | 0.12% | 97 |
|
|
2025
Q3 | $862K | Sell |
19,109
-6,731
| -26% | -$314K | 0.14% | 88 |
|
|
2025
Q2 | $1.2M | Sell |
25,840
-11,966
| -32% | -$587K | 0.21% | 81 |
|
|
2025
Q1 | $2.31M | Sell |
37,806
-3,150
| -8% | -$184K | 0.46% | 69 |
|
|
2024
Q4 | $2.32M | Sell |
40,956
-4,675
| -10% | -$261K | 0.49% | 66 |
|
|
2024
Q3 | $2.36M | Sell |
45,631
-8,925
| -16% | -$419K | 0.49% | 63 |
|
|
2024
Q2 | $2.27M | Sell |
54,556
-5,535
| -9% | -$248K | 0.5% | 61 |
|
|
2024
Q1 | $3.26M | Buy |
60,091
+6,190
| +11% | +$315K | 0.74% | 49 |
|
|
2023
Q4 | $2.77M | Sell |
53,901
-13,030
| -19% | -$684K | 0.72% | 50 |
|
|
2023
Q3 | $3.88M | Sell |
66,931
-44,624
| -40% | -$2.73M | 1.13% | 38 |
|
|
2023
Q2 | $7.13M | Buy |
111,555
+1,085
| +1% | +$72.8K | 2.02% | 12 |
|
|
2023
Q1 | $7.52M | Buy |
110,470
+3,795
| +4% | +$268K | 2.33% | 10 |
|
|
2022
Q4 | $7.87M | Sell |
106,675
-6,023
| -5% | -$454K | 2.45% | 7 |
|
|
2022
Q3 | $8.01M | Sell |
112,698
-4,615
| -4% | -$335K | 2.52% | 8 |
|
|
2022
Q2 | $9.03M | Sell |
117,313
-11,125
| -9% | -$847K | 2.69% | 4 |
|
|
2022
Q1 | $9.38M | Sell |
128,438
-5,395
| -4% | -$362K | 2.37% | 8 |
|
|
2021
Q4 | $8.34M | Sell |
133,833
-6,489
| -5% | -$381K | 2.14% | 11 |
|
|
2021
Q3 | $8.3M | Buy |
140,322
+2,943
| +2% | +$194K | 2.33% | 10 |
|
|
2021
Q2 | $9.18M | Buy |
137,379
+5,735
| +4% | +$374K | 2.52% | 7 |
|
|
2021
Q1 | $8.31M | Buy |
131,644
+35,499
| +37% | +$2.21M | 2.42% | 7 |
|
|
2020
Q4 | $5.96M | Buy |
96,145
+9,310
| +11% | +$572K | 1.89% | 17 |
|
|
2020
Q3 | $5.24M | Buy |
86,835
+20,755
| +31% | +$1.25M | 2.09% | 16 |
|
|
2020
Q2 | $3.89M | Buy |
66,080
+7,355
| +13% | +$440K | 1.72% | 21 |
|
|
2020
Q1 | $3.27M | Buy |
58,725
+1,320
| +2% | +$80.7K | 1.8% | 19 |
|
|
2019
Q4 | $3.69M | Sell |
57,405
-1,460
| -2% | -$83.6K | 1.51% | 23 |
|
|
2019
Q3 | $2.98M | Buy |
58,865
+3,050
| +5% | +$143K | 1.26% | 29 |
|
|
2019
Q2 | $2.53M | Buy |
55,815
+19,375
| +53% | +$902K | 1.08% | 32 |
|
|
2019
Q1 | $1.74M | Buy |
36,440
+21,445
| +143% | +$1.07M | 0.78% | 41 |
|
|
2018
Q4 | $779K | Sell |
14,995
-1,380
| -8% | -$74.1K | 0.4% | 71 |
|
|
2018
Q3 | $1.02M | Buy |
16,375
+1,290
| +9% | +$76.6K | 0.39% | 71 |
|
|
2018
Q2 | $835K | Buy |
15,085
+3,260
| +28% | +$176K | 0.35% | 76 |
|
|
2018
Q1 | $748K | Buy |
11,825
+3,090
| +35% | +$199K | 0.39% | 68 |
|
|
2017
Q4 | $535K | Buy |
8,735
+4,920
| +129% | +$308K | 0.22% | 91 |
|
|
2017
Q3 | $243K | Buy |
+3,815
| New | +$223K | 0.1% | 107 |
|
Other funds holding BMY
VCM
VPM
SFE Investment Counsel's BMY Position: Q1 2026 in Review
SFE Investment Counsel reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, selling an estimated $111K and leaving 12,212 shares worth $741K. The position accounts for 0.12% of the portfolio, ranked #98.
SFE Investment Counsel first reported a position in BMY in Q3 2017 and has held it in 35 quarters since. The position peaked at $9.38M in Q1 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- SFE Investment Counsel held 12,212 shares of Bristol-Myers Squibb worth $741K as of Q1 2026.
- SFE Investment Counsel sold 1,910 Bristol-Myers Squibb shares in Q1 2026, an estimated $111K.
- Bristol-Myers Squibb made up 0.12% of SFE Investment Counsel's portfolio in Q1 2026, its #98 holding.
- SFE Investment Counsel first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 35 quarters since.
- SFE Investment Counsel's Bristol-Myers Squibb position peaked at $9.38M in Q1 2022.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.