Sigma Planning Corp’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 | $4.7M | Sell |
77,418
-371
| -0.5% | -$21.6K | 0.13% | 167 |
|
|
2025
Q4 | $4.2M | Buy |
77,789
+9,703
| +14% | +$467K | 0.12% | 179 |
|
|
2025
Q3 | $3.07M | Sell |
68,086
-5,412
| -7% | -$253K | 0.09% | 238 |
|
|
2025
Q2 | $3.4M | Buy |
73,498
+6,879
| +10% | +$338K | 0.1% | 202 |
|
|
2025
Q1 | $4.06M | Buy |
66,619
+11,416
| +21% | +$665K | 0.13% | 165 |
|
|
2024
Q4 | $3.12M | Sell |
55,203
-1,103
| -2% | -$61.6K | 0.1% | 203 |
|
|
2024
Q3 | $2.91M | Buy |
56,306
+9,746
| +21% | +$457K | 0.09% | 218 |
|
|
2024
Q2 | $1.93M | Sell |
46,560
-7,996
| -15% | -$358K | 0.06% | 302 |
|
|
2024
Q1 | $2.96M | Buy |
54,556
+31,946
| +141% | +$1.63M | 0.09% | 221 |
|
|
2023
Q4 | $1.16M | Sell |
22,610
-43,690
| -66% | -$2.29M | 0.09% | 242 |
|
|
2023
Q3 | $3.85M | Sell |
66,300
-1,923
| -3% | -$118K | 0.14% | 144 |
|
|
2023
Q2 | $4.36M | Sell |
68,223
-11,710
| -15% | -$785K | 0.16% | 123 |
|
|
2023
Q1 | $5.54M | Sell |
79,933
-2,289
| -3% | -$161K | 0.18% | 119 |
|
|
2022
Q4 | $5.92M | Sell |
82,222
-1,551
| -2% | -$117K | 0.21% | 107 |
|
|
2022
Q3 | $5.96M | Sell |
83,773
-8,178
| -9% | -$593K | 0.23% | 95 |
|
|
2022
Q2 | $7.08M | Buy |
91,951
+6,965
| +8% | +$530K | 0.25% | 79 |
|
|
2022
Q1 | $6.21M | Sell |
84,986
-1,933
| -2% | -$130K | 0.19% | 105 |
|
|
2021
Q4 | $5.42M | Sell |
86,919
-4,463
| -5% | -$262K | 0.15% | 139 |
|
|
2021
Q3 | $5.41M | Buy |
91,382
+6,213
| +7% | +$409K | 0.16% | 132 |
|
|
2021
Q2 | $5.69M | Sell |
85,169
-721
| -0.8% | -$47K | 0.17% | 127 |
|
|
2021
Q1 | $5.42M | Buy |
85,890
+4,628
| +6% | +$288K | 0.17% | 139 |
|
|
2020
Q4 | $5.04M | Sell |
81,262
-2,917
| -3% | -$179K | 0.17% | 130 |
|
|
2020
Q3 | $5.08M | Buy |
84,179
+5,110
| +6% | +$308K | 0.2% | 110 |
|
|
2020
Q2 | $4.65M | Buy |
79,069
+19,799
| +33% | +$1.18M | 0.2% | 104 |
|
|
2020
Q1 | $3.3M | Buy |
59,270
+3,661
| +7% | +$224K | 0.2% | 110 |
|
|
2019
Q4 | $3.57M | Buy |
55,609
+18,026
| +48% | +$1.03M | 0.15% | 148 |
|
|
2019
Q3 | $1.91M | Buy |
37,583
+6,185
| +20% | +$291K | 0.09% | 237 |
|
|
2019
Q2 | $1.42M | Buy |
31,398
+9,178
| +41% | +$428K | 0.07% | 272 |
|
|
2019
Q1 | $1.06M | Sell |
22,220
-479
| -2% | -$23.9K | 0.06% | 303 |
|
|
2018
Q4 | $1.18M | Sell |
22,699
-309
| -1% | -$16.6K | 0.09% | 228 |
|
|
2018
Q3 | $1.43M | Sell |
23,008
-128
| -0.6% | -$7.6K | 0.08% | 235 |
|
|
2018
Q2 | $1.28M | Buy |
23,136
+147
| +0.6% | +$7.94K | 0.09% | 233 |
|
|
2018
Q1 | $1.45M | Sell |
22,989
-110
| -0.5% | -$7.08K | 0.11% | 204 |
|
|
2017
Q4 | $1.42M | Sell |
23,099
-11,755
| -34% | -$735K | 0.11% | 211 |
|
|
2017
Q3 | $2.22M | Buy |
34,854
+2,877
| +9% | +$168K | 0.18% | 140 |
|
|
2017
Q2 | $1.78M | Sell |
31,977
-688
| -2% | -$37.4K | 0.17% | 159 |
|
|
2017
Q1 | $1.78M | Buy |
32,665
+629
| +2% | +$34.5K | 0.17% | 150 |
|
|
2016
Q4 | $1.87M | Buy |
32,036
+4,279
| +15% | +$234K | 0.2% | 123 |
|
|
2016
Q3 | $1.5M | Buy |
27,757
+5,734
| +26% | +$368K | 0.18% | 138 |
|
|
2016
Q2 | $1.62M | Sell |
22,023
-1,636
| -7% | -$116K | 0.21% | 113 |
|
|
2016
Q1 | $1.51M | Buy |
23,659
+997
| +4% | +$62.9K | 0.21% | 112 |
|
|
2015
Q4 | $1.56M | Buy |
22,662
+443
| +2% | +$29.3K | 0.22% | 107 |
|
|
2015
Q3 | $1.31M | Sell |
22,219
-578
| -3% | -$36.7K | 0.21% | 113 |
|
|
2015
Q2 | $1.52M | Sell |
22,797
-6,106
| -21% | -$402K | 0.21% | 117 |
|
|
2015
Q1 | $1.86M | Buy |
28,903
+3,878
| +15% | +$243K | 0.25% | 95 |
|
|
2014
Q4 | $1.48M | Buy |
+25,025
| New | +$1.41M | 0.2% | 128 |
|
Other funds holding BMY
VCM
VPM
Sigma Planning Corp's BMY Position: Q1 2026 in Review
Sigma Planning Corp reduced its Bristol-Myers Squibb (BMY) stake by 0.48% in Q1 2026, selling an estimated $21.6K and leaving 77,418 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #167.
Sigma Planning Corp first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.08M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Sigma Planning Corp held 77,418 shares of Bristol-Myers Squibb worth $4.7M as of Q1 2026.
- Sigma Planning Corp sold 371 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.6K.
- Bristol-Myers Squibb made up 0.13% of Sigma Planning Corp's portfolio in Q1 2026, its #167 holding.
- Sigma Planning Corp first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Bristol-Myers Squibb position peaked at $7.08M in Q2 2022.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.