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
2023 Q3	–	Hold	0	–	-$384K	–	464
2023 Q2	–	Sell	-6,000	Closed	-$402K	–	301
2023 Q1	$416K	Buy	6,000 +5,000	+500%	+$353K	0.04%	290
2022 Q4	$72K	Buy	+1,000	New	+$75.4K	0.01%	479
2022 Q3	–	Hold	0	–	–	–	295
2021 Q2	–	Sell	-4,500	Closed	-$284K	–	523
2021 Q1	$284K	Buy	4,500 +500	+13%	+$31.1K	0.02%	363
2020 Q4	$248K	Buy	+4,000	New	+$246K	0.02%	376
2020 Q1	–	Sell	-8,000	Closed	-$514K	–	422
2019 Q4	$514K	Buy	+8,000	New	+$458K	0.05%	246

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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. 2,479 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.
2,479 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.