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Sheaff Brock Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.65M Sell
27,067
-2,048
-7% -$119K 0.15% 119
2024
Q4 		$1.65M Sell
29,115
-15,431
-35% -$862K 0.14% 123
2024
Q3 		$2.3M Buy
44,546
+11,387
+34% +$534K 0.2% 97
2024
Q2 		$1.38M Sell
33,159
-795
-2% -$35.6K 0.13% 133
2024
Q1 		$1.84M Buy
33,954
+808
+2% +$41.2K 0.12% 124
2023
Q4 		$1.7M Sell
33,146
-1,612
-5% -$84.6K 0.13% 117
2023
Q3 		$2.02M Sell
34,758
-2,329
-6% -$143K 0.18% 99
2023
Q2 		$2.37M Sell
37,087
-2,756
-7% -$185K 0.2% 93
2023
Q1 		$2.76M Sell
39,843
-1,307
-3% -$92.2K 0.25% 80
2022
Q4 		$2.96M Sell
41,150
-357
-0.9% -$26.9K 0.29% 70
2022
Q3 		$2.95M Buy
41,507
+792
+2% +$57.5K 0.32% 70
2022
Q2 		$3.13M Sell
40,715
-3,575
-8% -$272K 0.26% 68
2022
Q1 		$3.23M Sell
44,290
-12,526
-22% -$841K 0.23% 75
2021
Q4 		$3.54M Sell
56,816
-1,192
-2% -$69.9K 0.24% 73
2021
Q3 		$3.43M Sell
58,008
-72,417
-56% -$4.77M 0.25% 70
2021
Q2 		$8.71M Sell
130,425
-266
-0.2% -$17.3K 0.63% 22
2021
Q1 		$8.25M Sell
130,691
-301
-0.2% -$18.7K 0.65% 24
2020
Q4 		$8.13M Buy
130,992
+11,591
+10% +$713K 0.68% 21
2020
Q3 		$7.2M Sell
119,401
-38,040
-24% -$2.29M 0.66% 20
2020
Q2 		$9.26M Sell
157,441
-53
-0% -$3.17K 0.92% 11
2020
Q1 		$8.78M Sell
157,494
-15,891
-9% -$971K 1.16% 9
2019
Q4 		$11.1M Buy
173,385
+144,781
+506% +$8.29M 1.08% 10
2019
Q3 		$1.45M Sell
28,604
-304
-1% -$14.3K 0.16% 96
2019
Q2 		$1.31M Sell
28,908
-99,986
-78% -$4.66M 0.14% 104
2019
Q1 		$6.15M Buy
128,894
+1,700
+1% +$84.7K 0.75% 29
2018
Q4 		$6.61M Sell
127,194
-1,229
-1% -$66K 1.04% 20
2018
Q3 		$7.97M Sell
128,423
-1,181
-0.9% -$70.1K 0.75% 20
2018
Q2 		$7.17M Sell
129,604
-1,967
-1% -$106K 0.7% 27
2018
Q1 		$8.32M Buy
131,571
+2,449
+2% +$158K 0.86% 19
2017
Q4 		$7.91M Sell
129,122
-24,730
-16% -$1.55M 1.03% 20
2017
Q3 		$9.81M Buy
153,852
+92,715
+152% +$5.41M 1.29% 12
2017
Q2 		$3.41M Sell
61,137
-3,862
-6% -$210K 0.45% 53
2017
Q1 		$3.54M Buy
64,999
+910
+1% +$49.9K 0.46% 50
2016
Q4 		$3.75M Sell
64,089
-5,182
-7% -$283K 0.47% 50
2016
Q3 		$3.73M Buy
69,271
+10,901
+19% +$700K 0.5% 47
2016
Q2 		$4.29M Sell
58,370
-200
-0.3% -$14.1K 0.54% 45
2016
Q1 		$3.74M Sell
58,570
-162
-0.3% -$10.2K 0.46% 45
2015
Q4 		$4.04M Buy
+58,732
New +$3.88M 0.46% 47

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's BMY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7% in Q1 2025, selling an estimated $119K and leaving 27,067 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #119.

Sheaff Brock Investment Advisors first reported a position in BMY in Q4 2015 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2019. 2,477 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 27,067 shares of Bristol-Myers Squibb worth $1.65M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 2,048 Bristol-Myers Squibb shares in Q1 2025, an estimated $119K.
  • Bristol-Myers Squibb made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #119 holding.
  • Sheaff Brock Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Bristol-Myers Squibb position peaked at $11.1M in Q4 2019.
  • 2,477 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.