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

Soltis 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
2026
Q1 		$1.16M Buy
19,176
+5,875
+44% +$342K 0.07% 200
2025
Q4 		$717K Buy
13,301
+8,401
+171% +$404K 0.05% 256
2025
Q3 		$221K Buy
+4,900
New +$229K 0.02% 440
2025
Q2 		– Sell
-48,311
Closed -$2.95M – 396
2025
Q1 		$2.95M Buy
48,311
+40,468
+516% +$2.36M 0.26% 97
2024
Q4 		$444K Buy
7,843
+461
+6% +$25.8K 0.04% 249
2024
Q3 		$382K Buy
7,382
+573
+8% +$26.9K 0.04% 253
2024
Q2 		$283K Buy
6,809
+631
+10% +$28.2K 0.03% 268
2024
Q1 		$335K Sell
6,178
-2,038
-25% -$104K 0.04% 238
2023
Q4 		$422K Buy
8,216
+1,514
+23% +$79.5K 0.05% 200
2023
Q3 		$389K Sell
6,702
-1,007
-13% -$61.7K 0.05% 192
2023
Q2 		$493K Buy
7,709
+49
+0.6% +$3.29K 0.06% 174
2023
Q1 		$531K Buy
7,660
+93
+1% +$6.56K 0.07% 169
2022
Q4 		$544K Sell
7,567
-1,832
-19% -$138K 0.07% 164
2022
Q3 		$668K Buy
9,399
+3,646
+63% +$264K 0.1% 144
2022
Q2 		$443K Buy
5,753
+1,063
+23% +$81K 0.06% 167
2022
Q1 		$342K Buy
4,690
+74
+2% +$4.97K 0.05% 192
2021
Q4 		$288K Sell
4,616
-166
-3% -$9.74K 0.04% 212
2021
Q3 		$283K Buy
4,782
+43
+0.9% +$2.83K 0.04% 201
2021
Q2 		$317K Buy
4,739
+1,495
+46% +$97.5K 0.05% 193
2021
Q1 		$205K Sell
3,244
-277
-8% -$17.2K 0.04% 205
2020
Q4 		$218K Sell
3,521
-947
-21% -$58.2K 0.04% 203
2020
Q3 		$269K Buy
+4,468
New +$269K 0.06% 174

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soltis Investment Advisors's BMY Position: Q1 2026 in Review

Soltis Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 44% in Q1 2026, buying an estimated $342K and bringing the position to 19,176 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #200.

Soltis Investment Advisors first reported a position in BMY in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Soltis Investment Advisors held 19,176 shares of Bristol-Myers Squibb worth $1.16M as of Q1 2026.
  • Soltis Investment Advisors bought 5,875 Bristol-Myers Squibb shares in Q1 2026, an estimated $342K.
  • Bristol-Myers Squibb made up 0.07% of Soltis Investment Advisors's portfolio in Q1 2026, its #200 holding.
  • Soltis Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 22 quarters since.
  • Soltis Investment Advisors's Bristol-Myers Squibb position peaked at $2.95M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.