Stifel Financial’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
$122M Buy
2,005,102
+14,825
+0.7% +$864K 0.11% 202
2025
Q4
$107M Buy
1,990,277
+210,418
+12% +$10.1M 0.1% 207
2025
Q3
$80.3M Buy
1,779,859
+23,394
+1% +$1.09M 0.07% 257
2025
Q2
$81.3M Sell
1,756,465
-102,377
-6% -$5.03M 0.08% 253
2025
Q1
$113M Sell
1,858,842
-130,023
-7% -$7.58M 0.12% 184
2024
Q4
$112M Sell
1,988,865
-2,852
-0.1% -$159K 0.12% 185
2024
Q3
$103M Buy
1,991,717
+119,469
+6% +$5.6M 0.11% 193
2024
Q2
$77.8M Sell
1,872,248
-45,759
-2% -$2.05M 0.09% 226
2024
Q1
$104M Buy
1,918,007
+346,705
+22% +$17.7M 0.12% 181
2023
Q4
$80.6M Sell
1,571,302
-19,979
-1% -$1.05M 0.1% 208
2023
Q3
$92.4M Sell
1,591,281
-254,419
-14% -$15.6M 0.13% 180
2023
Q2
$118M Sell
1,845,700
-35,063
-2% -$2.35M 0.16% 142
2023
Q1
$130M Sell
1,880,763
-90,312
-5% -$6.37M 0.19% 128
2022
Q4
$142M Buy
1,971,075
+32,271
+2% +$2.43M 0.21% 114
2022
Q3
$138M Buy
1,938,804
+145,536
+8% +$10.6M 0.23% 105
2022
Q2
$138M Sell
1,793,268
-110,138
-6% -$8.39M 0.22% 108
2022
Q1
$139M Sell
1,903,406
-133,675
-7% -$8.98M 0.19% 125
2021
Q4
$127M Sell
2,037,081
-119,794
-6% -$7.03M 0.17% 136
2021
Q3
$128M Sell
2,156,875
-88,868
-4% -$5.85M 0.19% 121
2021
Q2
$150M Sell
2,245,743
-78,374
-3% -$5.11M 0.22% 102
2021
Q1
$147M Sell
2,324,117
-63,451
-3% -$3.95M 0.24% 97
2020
Q4
$148M Sell
2,387,568
-158,594
-6% -$9.75M 0.26% 93
2020
Q3
$154M Sell
2,546,162
-3,731
-0.1% -$225K 0.32% 87
2020
Q2
$150M Buy
2,549,893
+205,009
+9% +$12.3M 0.34% 79
2020
Q1
$131M Sell
2,344,884
-223,190
-9% -$13.6M 0.36% 78
2019
Q4
$165M Buy
2,568,074
+1,071,207
+72% +$61.3M 0.34% 78
2019
Q3
$75.9M Buy
1,496,867
+42,076
+3% +$1.98M 0.19% 136
2019
Q2
$65.9M Buy
1,454,791
+207,454
+17% +$9.66M 0.17% 149
2019
Q1
$59.5M Buy
1,247,337
+337,306
+37% +$16.8M 0.17% 153
2018
Q4
$47.3M Sell
910,031
-33,359
-4% -$1.79M 0.15% 158
2018
Q3
$58.5M Buy
943,390
+79,523
+9% +$4.72M 0.17% 145
2018
Q2
$47.9M Sell
863,867
-68,835
-7% -$3.72M 0.15% 159
2018
Q1
$59M Sell
932,702
-155,424
-14% -$10M 0.19% 133
2017
Q4
$66.6M Buy
1,088,126
+162,613
+18% +$10.2M 0.21% 114
2017
Q3
$59M Sell
925,513
-32,746
-3% -$1.91M 0.2% 120
2017
Q2
$53.5M Buy
958,259
+56,766
+6% +$3.09M 0.2% 120
2017
Q1
$49M Sell
901,493
-313,728
-26% -$17.2M 0.19% 122
2016
Q4
$71.1M Buy
1,215,221
+80,844
+7% +$4.42M 0.3% 76
2016
Q3
$61.1M Buy
1,134,377
+311,513
+38% +$20M 0.27% 89
2016
Q2
$60.5M Buy
822,864
+27,207
+3% +$1.92M 0.28% 91
2016
Q1
$50.8M Sell
795,657
-96,330
-11% -$6.07M 0.27% 92
2015
Q4
$61.4M Buy
891,987
+75,379
+9% +$4.98M 0.32% 76
2015
Q3
$48.4M Sell
816,608
-61,393
-7% -$3.89M 0.27% 94
2015
Q2
$58.3M Buy
878,001
+112,637
+15% +$7.42M 0.3% 75
2015
Q1
$49.4M Buy
765,364
+47,442
+7% +$2.97M 0.27% 84
2014
Q4
$42.4M Buy
717,922
+148,109
+26% +$8.35M 0.24% 103
2014
Q3
$29.2M Buy
569,813
+13,281
+2% +$663K 0.26% 84
2014
Q2
$27M Buy
556,532
+101,676
+22% +$5.01M 0.24% 89
2014
Q1
$23.6M Buy
+454,856
New +$24.2M 0.23% 103

Other funds holding BMY

Stifel Financial's BMY Position: Q1 2026 in Review

Stifel Financial increased its Bristol-Myers Squibb (BMY) stake by 0.74% in Q1 2026, buying an estimated $864K and bringing the position to 2,005,102 shares worth $122M. The position accounts for 0.11% of the portfolio, ranked #202.

Stifel Financial first reported a position in BMY in Q1 2014 and has held it in 49 quarters since. The position peaked at $165M in Q4 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stifel Financial held 2,005,102 shares of Bristol-Myers Squibb worth $122M as of Q1 2026.
  • Stifel Financial bought 14,825 Bristol-Myers Squibb shares in Q1 2026, an estimated $864K.
  • Bristol-Myers Squibb made up 0.11% of Stifel Financial's portfolio in Q1 2026, its #202 holding.
  • Stifel Financial first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Bristol-Myers Squibb position peaked at $165M in Q4 2019.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.