Stephens Inc’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 | $17.1M | Buy |
281,210
+4,009
| +1% | +$234K | 0.21% | 108 |
|
|
2025
Q4 | $15M | Buy |
277,201
+3,858
| +1% | +$186K | 0.19% | 115 |
|
|
2025
Q3 | $12.3M | Buy |
273,343
+32,476
| +13% | +$1.52M | 0.16% | 142 |
|
|
2025
Q2 | $11.1M | Buy |
240,867
+86,411
| +56% | +$4.24M | 0.15% | 146 |
|
|
2025
Q1 | $9.42M | Sell |
154,456
-12,938
| -8% | -$754K | 0.14% | 161 |
|
|
2024
Q4 | $9.47M | Buy |
167,394
+12,085
| +8% | +$675K | 0.13% | 161 |
|
|
2024
Q3 | $8.04M | Buy |
155,309
+1,477
| +1% | +$69.3K | 0.11% | 189 |
|
|
2024
Q2 | $6.39M | Sell |
153,832
-10,015
| -6% | -$448K | 0.1% | 221 |
|
|
2024
Q1 | $8.89M | Buy |
163,847
+59,431
| +57% | +$3.03M | 0.14% | 178 |
|
|
2023
Q4 | $5.36M | Sell |
104,416
-4,509
| -4% | -$237K | 0.09% | 225 |
|
|
2023
Q3 | $6.32M | Sell |
108,925
-411
| -0.4% | -$25.2K | 0.12% | 196 |
|
|
2023
Q2 | $6.99M | Buy |
109,336
+1,913
| +2% | +$128K | 0.13% | 181 |
|
|
2023
Q1 | $7.45M | Sell |
107,423
-55,235
| -34% | -$3.9M | 0.14% | 169 |
|
|
2022
Q4 | $11.7M | Buy |
162,658
+36,780
| +29% | +$2.77M | 0.24% | 99 |
|
|
2022
Q3 | $8.95M | Sell |
125,878
-22,254
| -15% | -$1.61M | 0.19% | 130 |
|
|
2022
Q2 | $11.4M | Sell |
148,132
-4,801
| -3% | -$366K | 0.23% | 99 |
|
|
2022
Q1 | $11.2M | Buy |
152,933
+1,236
| +0.8% | +$83K | 0.18% | 121 |
|
|
2021
Q4 | $9.46M | Sell |
151,697
-8,389
| -5% | -$492K | 0.14% | 156 |
|
|
2021
Q3 | $9.47M | Sell |
160,086
-11,329
| -7% | -$746K | 0.15% | 150 |
|
|
2021
Q2 | $11.5M | Buy |
171,415
+8,559
| +5% | +$558K | 0.17% | 132 |
|
|
2021
Q1 | $10.3M | Buy |
162,856
+23,997
| +17% | +$1.49M | 0.17% | 129 |
|
|
2020
Q4 | $8.61M | Sell |
138,859
-59,592
| -30% | -$3.66M | 0.15% | 145 |
|
|
2020
Q3 | $12M | Buy |
198,451
+55,743
| +39% | +$3.35M | 0.24% | 97 |
|
|
2020
Q2 | $8.39M | Buy |
142,708
+8,460
| +6% | +$506K | 0.18% | 128 |
|
|
2020
Q1 | $7.48M | Sell |
134,248
-6,110
| -4% | -$373K | 0.2% | 118 |
|
|
2019
Q4 | $9.01M | Buy |
140,358
+14,358
| +11% | +$822K | 0.19% | 124 |
|
|
2019
Q3 | $6.39M | Buy |
126,000
+7,244
| +6% | +$340K | 0.14% | 171 |
|
|
2019
Q2 | $5.39M | Sell |
118,756
-97,776
| -45% | -$4.55M | 0.12% | 191 |
|
|
2019
Q1 | $10.3M | Buy |
216,532
+50,798
| +31% | +$2.53M | 0.25% | 97 |
|
|
2018
Q4 | $8.62M | Sell |
165,734
-27,249
| -14% | -$1.46M | 0.24% | 90 |
|
|
2018
Q3 | $12M | Buy |
192,983
+5,518
| +3% | +$327K | 0.3% | 75 |
|
|
2018
Q2 | $10.4M | Buy |
187,465
+377
| +0.2% | +$20.4K | 0.31% | 72 |
|
|
2018
Q1 | $11.8M | Buy |
187,088
+8,201
| +5% | +$528K | 0.44% | 48 |
|
|
2017
Q4 | $11M | Buy |
178,887
+4,155
| +2% | +$260K | 0.41% | 57 |
|
|
2017
Q3 | $11.1M | Sell |
174,732
-2,878
| -2% | -$168K | 0.4% | 51 |
|
|
2017
Q2 | $9.9M | Sell |
177,610
-5,904
| -3% | -$321K | 0.34% | 59 |
|
|
2017
Q1 | $9.98M | Buy |
183,514
+38,410
| +26% | +$2.11M | 0.36% | 55 |
|
|
2016
Q4 | $8.48M | Sell |
145,104
-22,406
| -13% | -$1.22M | 0.35% | 53 |
|
|
2016
Q3 | $9.03M | Buy |
167,510
+32,730
| +24% | +$2.1M | 0.4% | 49 |
|
|
2016
Q2 | $9.91M | Buy |
134,780
+31,940
| +31% | +$2.26M | 0.44% | 45 |
|
|
2016
Q1 | $6.57M | Buy |
102,840
+24,899
| +32% | +$1.57M | 0.32% | 62 |
|
|
2015
Q4 | $5.36M | Sell |
77,941
-2,790
| -3% | -$184K | 0.27% | 80 |
|
|
2015
Q3 | $4.78M | Buy |
80,731
+3,573
| +5% | +$227K | 0.25% | 85 |
|
|
2015
Q2 | $5.13M | Buy |
77,158
+4,204
| +6% | +$277K | 0.23% | 91 |
|
|
2015
Q1 | $4.71M | Sell |
72,954
-3,887
| -5% | -$243K | 0.21% | 102 |
|
|
2014
Q4 | $4.54M | Sell |
76,841
-42,280
| -35% | -$2.38M | 0.21% | 108 |
|
|
2014
Q3 | $6.1M | Buy |
119,121
+544
| +0.5% | +$27.2K | 0.3% | 62 |
|
|
2014
Q2 | $5.75M | Buy |
118,577
+14,552
| +14% | +$717K | 0.29% | 66 |
|
|
2014
Q1 | $5.4M | Buy |
104,025
+17,791
| +21% | +$947K | 0.29% | 60 |
|
|
2013
Q4 | $4.58M | Buy |
86,234
+283
| +0.3% | +$14.4K | 0.23% | 84 |
|
|
2013
Q3 | $3.98M | Sell |
85,951
-52,367
| -38% | -$2.3M | 0.21% | 87 |
|
|
2013
Q2 | $6.18M | Buy |
+138,318
| New | +$6.01M | 0.35% | 41 |
|
Other funds holding BMY
VCM
VPM
Stephens Inc's BMY Position: Q1 2026 in Review
Stephens Inc increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q1 2026, buying an estimated $234K and bringing the position to 281,210 shares worth $17.1M. The position accounts for 0.21% of the portfolio, ranked #108.
Stephens Inc first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Stephens Inc held 281,210 shares of Bristol-Myers Squibb worth $17.1M as of Q1 2026.
- Stephens Inc bought 4,009 Bristol-Myers Squibb shares in Q1 2026, an estimated $234K.
- Bristol-Myers Squibb made up 0.21% of Stephens Inc's portfolio in Q1 2026, its #108 holding.
- Stephens Inc first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
- 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.