Sound Income Strategies’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
Q2 | $292K | Buy |
5,071
+2,604
| +106% | +$150K | 0.01% | 382 |
|
|
2026
Q1 | $152K | Sell |
2,467
-605
| -20% | -$35.3K | 0.01% | 487 |
|
|
2025
Q4 | $170K | Buy |
3,072
+171
| +6% | +$8.23K | 0.01% | 462 |
|
|
2025
Q3 | $130K | Buy |
2,901
+302
| +12% | +$14.1K | 0.01% | 357 |
|
|
2025
Q2 | $120K | Sell |
2,599
-3,751
| -59% | -$184K | 0.01% | 356 |
|
|
2025
Q1 | $387K | Buy |
6,350
+336
| +6% | +$19.6K | 0.02% | 205 |
|
|
2024
Q4 | $340K | Buy |
6,014
+3,244
| +117% | +$181K | 0.02% | 190 |
|
|
2024
Q3 | $143K | Buy |
2,770
+885
| +47% | +$41.5K | 0.01% | 290 |
|
|
2024
Q2 | $78.3K | Buy |
1,885
+255
| +16% | +$11.4K | ﹤0.01% | 373 |
|
|
2024
Q1 | $88.4K | Sell |
1,630
-9
| -0.5% | -$458 | 0.01% | 333 |
|
|
2023
Q4 | $84.1K | Buy |
1,639
+672
| +69% | +$35.3K | 0.01% | 313 |
|
|
2023
Q3 | $56.1K | Buy |
967
+148
| +18% | +$9.07K | ﹤0.01% | 294 |
|
|
2023
Q2 | $52.4K | Sell |
819
-700
| -46% | -$46.9K | 0.01% | 296 |
|
|
2023
Q1 | $105K | Sell |
1,519
-287
| -16% | -$20.2K | 0.01% | 195 |
|
|
2022
Q4 | $130K | Buy |
1,806
+253
| +16% | +$19.1K | 0.02% | 168 |
|
|
2022
Q3 | $110K | Buy |
1,553
+16
| +1% | +$1.16K | 0.02% | 167 |
|
|
2022
Q2 | $118K | Hold |
1,537
| – | – | 0.02% | 160 |
|
|
2022
Q1 | $112K | Sell |
1,537
-104
| -6% | -$6.98K | 0.01% | 163 |
|
|
2021
Q4 | $102K | Sell |
1,641
-26
| -2% | -$1.52K | 0.01% | 174 |
|
|
2021
Q3 | $99K | Buy |
1,667
+2
| +0.1% | +$132 | 0.01% | 171 |
|
|
2021
Q2 | $111K | Sell |
1,665
-9
| -0.5% | -$587 | 0.02% | 166 |
|
|
2021
Q1 | $106K | Buy |
1,674
+130
| +8% | +$8.09K | 0.02% | 168 |
|
|
2020
Q4 | $96K | Buy |
1,544
+2
| +0.1% | +$123 | 0.02% | 153 |
|
|
2020
Q3 | $93K | Buy |
1,542
+2
| +0.1% | +$120 | 0.03% | 130 |
|
|
2020
Q2 | $91K | Buy |
1,540
+84
| +6% | +$5.02K | 0.03% | 110 |
|
|
2020
Q1 | $81K | Buy |
1,456
+1,351
| +1,287% | +$82.6K | 0.03% | 95 |
|
|
2019
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $5K | Sell |
105
-150
| -59% | -$6.99K | ﹤0.01% | 431 |
|
|
2019
Q1 | $12K | Hold |
255
| – | – | 0.01% | 301 |
|
|
2018
Q4 | $13K | Hold |
255
| – | – | 0.01% | 285 |
|
|
2018
Q3 | $16K | Sell |
255
-5
| -2% | -$297 | 0.01% | 267 |
|
|
2018
Q2 | $14K | Buy |
260
+5
| +2% | +$270 | 0.01% | 256 |
|
|
2018
Q1 | $16K | Hold |
255
| – | – | 0.01% | 222 |
|
|
2017
Q4 | $16K | Buy |
+255
| New | +$15.9K | 0.01% | 159 |
|
Other funds holding BMY
AIM
FWIA
Sound Income Strategies's BMY Position: Q2 2026 in Review
Sound Income Strategies increased its Bristol-Myers Squibb (BMY) stake by 106% in Q2 2026, buying an estimated $150K and bringing the position to 5,071 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #382.
Sound Income Strategies first reported a position in BMY in Q4 2017 and has held it in 35 quarters since. The position peaked at $387K in Q1 2025. 1,229 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Sound Income Strategies held 5,071 shares of Bristol-Myers Squibb worth $292K as of Q2 2026.
- Sound Income Strategies bought 2,604 Bristol-Myers Squibb shares in Q2 2026, an estimated $150K.
- Bristol-Myers Squibb made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #382 holding.
- Sound Income Strategies first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Bristol-Myers Squibb position peaked at $387K in Q1 2025.
- 1,229 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.