Shepherd Financial Partners’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 | $259K | Buy |
4,271
+7
| +0.2% | +$408 | 0.02% | 214 |
|
|
2025
Q4 | $230K | Sell |
4,264
-4,204
| -50% | -$202K | 0.02% | 226 |
|
|
2025
Q3 | $382K | Sell |
8,468
-666
| -7% | -$31.1K | 0.04% | 179 |
|
|
2025
Q2 | $423K | Sell |
9,134
-30
| -0.3% | -$1.47K | 0.04% | 168 |
|
|
2025
Q1 | $559K | Sell |
9,164
-264
| -3% | -$15.4K | 0.07% | 145 |
|
|
2024
Q4 | $533K | Buy |
9,428
+423
| +5% | +$23.6K | 0.06% | 138 |
|
|
2024
Q3 | $466K | Sell |
9,005
-135
| -1% | -$6.33K | 0.06% | 153 |
|
|
2024
Q2 | $380K | Sell |
9,140
-1,920
| -17% | -$85.9K | 0.05% | 164 |
|
|
2024
Q1 | $600K | Buy |
11,060
+122
| +1% | +$6.21K | 0.08% | 136 |
|
|
2023
Q4 | $561K | Sell |
10,938
-132
| -1% | -$6.93K | 0.08% | 134 |
|
|
2023
Q3 | $643K | Buy |
11,070
+1,779
| +19% | +$109K | 0.1% | 113 |
|
|
2023
Q2 | $594K | Buy |
9,291
+1,445
| +18% | +$96.9K | 0.09% | 119 |
|
|
2023
Q1 | $544K | Buy |
7,846
+11
| +0.1% | +$776 | 0.09% | 122 |
|
|
2022
Q4 | $564K | Buy |
7,835
+126
| +2% | +$9.5K | 0.1% | 112 |
|
|
2022
Q3 | $548K | Buy |
7,709
+1,972
| +34% | +$143K | 0.11% | 111 |
|
|
2022
Q2 | $442K | Buy |
5,737
+1,130
| +25% | +$86.1K | 0.09% | 120 |
|
|
2022
Q1 | $336K | Buy |
+4,607
| New | +$309K | 0.06% | 134 |
|
|
2021
Q4 | – | Sell |
-4,068
| Closed | -$240K | – | 154 |
|
|
2021
Q3 | $240K | Hold |
4,068
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $272K | Sell |
4,068
-6
| -0.1% | -$391 | 0.05% | 131 |
|
|
2021
Q1 | $257K | Buy |
4,074
+50
| +1% | +$3.11K | 0.06% | 130 |
|
|
2020
Q4 | $250K | Hold |
4,024
| – | – | 0.06% | 125 |
|
|
2020
Q3 | $243K | Hold |
4,024
| – | – | 0.06% | 119 |
|
|
2020
Q2 | $237K | Sell |
4,024
-192
| -5% | -$11.5K | 0.06% | 114 |
|
|
2020
Q1 | $236K | Buy |
+4,216
| New | +$258K | 0.08% | 110 |
|
|
2018
Q2 | – | Sell |
-43,720
| Closed | -$2.76M | – | 129 |
|
|
2018
Q1 | $2.76M | Sell |
43,720
-1,380
| -3% | -$88.8K | 0.68% | 25 |
|
|
2017
Q4 | $2.77M | Sell |
45,100
-3,689
| -8% | -$231K | 0.65% | 27 |
|
|
2017
Q3 | $3.13M | Sell |
48,789
-14
| -0% | -$817 | 0.73% | 26 |
|
|
2017
Q2 | $2.73M | Sell |
48,803
-1,506
| -3% | -$82K | 0.67% | 30 |
|
|
2017
Q1 | $2.67M | Buy |
50,309
+808
| +2% | +$44.3K | 0.69% | 28 |
|
|
2016
Q4 | $2.94M | Buy |
+49,501
| New | +$2.71M | 0.83% | 25 |
|
Other funds holding BMY
VCM
VPM
Shepherd Financial Partners's BMY Position: Q1 2026 in Review
Shepherd Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 0.16% in Q1 2026, buying an estimated $408 and bringing the position to 4,271 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #214.
Shepherd Financial Partners first reported a position in BMY in Q4 2016 and has held it in 30 quarters since. The position peaked at $3.13M in Q3 2017. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Shepherd Financial Partners held 4,271 shares of Bristol-Myers Squibb worth $259K as of Q1 2026.
- Shepherd Financial Partners bought 7 Bristol-Myers Squibb shares in Q1 2026, an estimated $408.
- Bristol-Myers Squibb made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #214 holding.
- Shepherd Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 30 quarters since.
- Shepherd Financial Partners's Bristol-Myers Squibb position peaked at $3.13M in Q3 2017.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.