Steward Partners Investment Advisory’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 | $16M | Buy |
277,131
+32,996
| +14% | +$1.89M | 0.08% | 239 |
|
|
2026
Q1 | $14.8M | Buy |
244,135
+57,376
| +31% | +$3.34M | 0.08% | 237 |
|
|
2025
Q4 | $10.1M | Buy |
186,759
+56,506
| +43% | +$2.72M | 0.06% | 296 |
|
|
2025
Q3 | $5.87M | Sell |
130,253
-19,657
| -13% | -$918K | 0.03% | 429 |
|
|
2025
Q2 | $6.94M | Sell |
149,910
-16,278
| -10% | -$799K | 0.05% | 344 |
|
|
2025
Q1 | $10.1M | Buy |
166,188
+9,437
| +6% | +$550K | 0.09% | 222 |
|
|
2024
Q4 | $8.87M | Buy |
156,751
+7,624
| +5% | +$426K | 0.08% | 247 |
|
|
2024
Q3 | $7.72M | Buy |
149,127
+50,527
| +51% | +$2.37M | 0.07% | 273 |
|
|
2024
Q2 | $4.09M | Sell |
98,600
-6,708
| -6% | -$300K | 0.04% | 379 |
|
|
2024
Q1 | $5.71M | Buy |
105,308
+9,092
| +9% | +$463K | 0.06% | 304 |
|
|
2023
Q4 | $4.94M | Sell |
96,216
-7,111
| -7% | -$373K | 0.07% | 291 |
|
|
2023
Q3 | $6M | Sell |
103,327
-48,616
| -32% | -$2.98M | 0.09% | 231 |
|
|
2023
Q2 | $9.72M | Buy |
151,943
+2,198
| +1% | +$147K | 0.15% | 152 |
|
|
2023
Q1 | $10.4M | Sell |
149,745
-21,893
| -13% | -$1.54M | 0.17% | 139 |
|
|
2022
Q4 | $12.3M | Sell |
171,638
-7,495
| -4% | -$565K | 0.21% | 117 |
|
|
2022
Q3 | $12.7M | Buy |
179,133
+59,018
| +49% | +$4.28M | 0.24% | 97 |
|
|
2022
Q2 | $9.25M | Sell |
120,115
-6,182
| -5% | -$471K | 0.17% | 140 |
|
|
2022
Q1 | $9.22M | Sell |
126,297
-110
| -0.1% | -$7.39K | 0.14% | 167 |
|
|
2021
Q4 | $7.88M | Sell |
126,407
-101,811
| -45% | -$5.97M | 0.12% | 192 |
|
|
2021
Q3 | $13.5M | Buy |
228,218
+61,483
| +37% | +$4.05M | 0.23% | 98 |
|
|
2021
Q2 | $11.1M | Sell |
166,735
-35,645
| -18% | -$2.32M | 0.19% | 119 |
|
|
2021
Q1 | $12.8M | Buy |
202,380
+26,825
| +15% | +$1.67M | 0.22% | 106 |
|
|
2020
Q4 | $10.9M | Sell |
175,555
-8,986
| -5% | -$553K | 0.24% | 109 |
|
|
2020
Q3 | $11.1M | Buy |
184,541
+21,595
| +13% | +$1.3M | 0.28% | 85 |
|
|
2020
Q2 | $9.58M | Buy |
162,946
+17,503
| +12% | +$1.05M | 0.27% | 95 |
|
|
2020
Q1 | $8.11M | Buy |
145,443
+1,826
| +1% | +$112K | 0.3% | 86 |
|
|
2019
Q4 | $9.22M | Buy |
143,617
+24,860
| +21% | +$1.42M | 0.27% | 90 |
|
|
2019
Q3 | $6.02M | Buy |
118,757
+947
| +0.8% | +$44.5K | 0.2% | 119 |
|
|
2019
Q2 | $5.34M | Buy |
117,810
+66,834
| +131% | +$3.11M | 0.2% | 123 |
|
|
2019
Q1 | $2.43M | Buy |
50,976
+828
| +2% | +$41.2K | 0.1% | 203 |
|
|
2018
Q4 | $2.61M | Sell |
50,148
-116
| -0.2% | -$6.23K | 0.13% | 186 |
|
|
2018
Q3 | $3.12M | Buy |
50,264
+7,093
| +16% | +$421K | 0.15% | 155 |
|
|
2018
Q2 | $2.39M | Buy |
43,171
+1,161
| +3% | +$62.7K | 0.14% | 168 |
|
|
2018
Q1 | $2.66M | Sell |
42,010
-2,569
| -6% | -$165K | 0.18% | 129 |
|
|
2017
Q4 | $2.73M | Buy |
44,579
+4,569
| +11% | +$286K | 0.21% | 119 |
|
|
2017
Q3 | $2.55M | Buy |
40,010
+7,475
| +23% | +$436K | 0.26% | 95 |
|
|
2017
Q2 | $1.81M | Buy |
32,535
+12,610
| +63% | +$686K | 0.2% | 118 |
|
|
2017
Q1 | $1.08M | Buy |
19,925
+5,189
| +35% | +$285K | 0.16% | 123 |
|
|
2016
Q4 | $861K | Buy |
+14,736
| New | +$806K | 0.39% | 54 |
|
Other funds holding BMY
Steward Partners Investment Advisory's BMY Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $1.89M and bringing the position to 277,131 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #239.
Steward Partners Investment Advisory first reported a position in BMY in Q4 2016 and has held it in 39 quarters since. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Steward Partners Investment Advisory held 277,131 shares of Bristol-Myers Squibb worth $16M as of Q2 2026.
- Steward Partners Investment Advisory bought 32,996 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.89M.
- Bristol-Myers Squibb made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #239 holding.
- Steward Partners Investment Advisory first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 39 quarters since.
- 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.