Stockman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,657
| Closed | -$223K | – | 175 |
|
|
2025
Q1 | $223K | Sell |
3,657
-200
| -5% | -$11.7K | 0.03% | 152 |
|
|
2024
Q4 | $218K | Sell |
3,857
-318
| -8% | -$17.8K | 0.03% | 152 |
|
|
2024
Q3 | $216K | Buy |
+4,175
| New | +$196K | 0.03% | 174 |
|
|
2024
Q2 | – | Sell |
-5,199
| Closed | -$282K | – | 178 |
|
|
2024
Q1 | $282K | Sell |
5,199
-276
| -5% | -$14.1K | 0.05% | 145 |
|
|
2023
Q4 | $281K | Sell |
5,475
-449
| -8% | -$23.6K | 0.06% | 136 |
|
|
2023
Q3 | $344K | Sell |
5,924
-1,562
| -21% | -$95.7K | 0.08% | 126 |
|
|
2023
Q2 | $479K | Sell |
7,486
-98,211
| -93% | -$6.59M | 0.1% | 105 |
|
|
2023
Q1 | $7.33M | Buy |
105,697
+1,374
| +1% | +$96.9K | 1.64% | 24 |
|
|
2022
Q4 | $7.51M | Sell |
104,323
-3,734
| -3% | -$282K | 1.72% | 22 |
|
|
2022
Q3 | $7.68M | Buy |
108,057
+2,754
| +3% | +$200K | 2.08% | 16 |
|
|
2022
Q2 | $8.11M | Sell |
105,303
-1,579
| -1% | -$120K | 2.07% | 16 |
|
|
2022
Q1 | $7.8M | Sell |
106,882
-2,148
| -2% | -$144K | 1.62% | 20 |
|
|
2021
Q4 | $6.8M | Buy |
109,030
+9,894
| +10% | +$580K | 1.39% | 25 |
|
|
2021
Q3 | $5.87M | Buy |
99,136
+4,489
| +5% | +$296K | 1.31% | 26 |
|
|
2021
Q2 | $6.32M | Buy |
94,647
+7,582
| +9% | +$494K | 1.51% | 21 |
|
|
2021
Q1 | $5.5M | Buy |
87,065
+5,084
| +6% | +$316K | 1.53% | 26 |
|
|
2020
Q4 | $5.08M | Sell |
81,981
-13,453
| -14% | -$827K | 1.56% | 23 |
|
|
2020
Q3 | $5.75M | Buy |
95,434
+1,073
| +1% | +$64.6K | 2.1% | 10 |
|
|
2020
Q2 | $5.55M | Sell |
94,361
-1,526
| -2% | -$91.3K | 2.08% | 10 |
|
|
2020
Q1 | $5.34M | Sell |
95,887
-3,355
| -3% | -$205K | 2.37% | 8 |
|
|
2019
Q4 | $6.37M | Sell |
99,242
-3,206
| -3% | -$184K | 2.26% | 11 |
|
|
2019
Q3 | $5.2M | Buy |
102,448
+4,787
| +5% | +$225K | 1.99% | 14 |
|
|
2019
Q2 | $4.43M | Buy |
97,661
+10,271
| +12% | +$478K | 1.81% | 17 |
|
|
2019
Q1 | $4.17M | Buy |
87,390
+73,085
| +511% | +$3.64M | 1.82% | 20 |
|
|
2018
Q4 | $744K | Buy |
14,305
+350
| +3% | +$18.8K | 0.36% | 63 |
|
|
2018
Q3 | $866K | Sell |
13,955
-350
| -2% | -$20.8K | 0.37% | 60 |
|
|
2018
Q2 | $792K | Sell |
14,305
-710
| -5% | -$38.3K | 0.36% | 64 |
|
|
2018
Q1 | $950K | Sell |
15,015
-3,170
| -17% | -$204K | 0.43% | 59 |
|
|
2017
Q4 | $1.11M | Sell |
18,185
-1,400
| -7% | -$87.6K | 0.5% | 53 |
|
|
2017
Q3 | $1.25M | Sell |
19,585
-1,720
| -8% | -$100K | 0.6% | 50 |
|
|
2017
Q2 | $1.19M | Sell |
21,305
-2,030
| -9% | -$110K | 1.18% | 29 |
|
|
2017
Q1 | $1.27M | Sell |
23,335
-4,295
| -16% | -$236K | 0.72% | 43 |
|
|
2016
Q4 | $1.61M | Sell |
27,630
-7,795
| -22% | -$426K | 0.98% | 44 |
|
|
2016
Q3 | $1.91M | Buy |
35,425
+20,950
| +145% | +$1.35M | 1.18% | 35 |
|
|
2016
Q2 | $1.06M | Sell |
14,475
-825
| -5% | -$58.3K | 0.83% | 45 |
|
|
2016
Q1 | $977K | Sell |
15,300
-1,250
| -8% | -$78.8K | 0.78% | 47 |
|
|
2015
Q4 | $1.14M | Sell |
16,550
-950
| -5% | -$62.8K | 0.92% | 44 |
|
|
2015
Q3 | $1.04M | Sell |
17,500
-500
| -3% | -$31.7K | 0.89% | 47 |
|
|
2015
Q2 | $1.2M | Sell |
18,000
-1,395
| -7% | -$91.9K | 1.02% | 46 |
|
|
2015
Q1 | $1.25M | Sell |
19,395
-4,500
| -19% | -$282K | 1.07% | 46 |
|
|
2014
Q4 | $1.41M | Buy |
+23,895
| New | +$1.35M | 1.21% | 38 |
|
Other funds holding BMY
Stockman Wealth Management's BMY Position: Q2 2025 in Review
Stockman Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 3,657 shares — an estimated $223K sold.
Stockman Wealth Management first reported a position in BMY in Q4 2014 and held it in 41 quarters. The position peaked at $8.11M in Q2 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.
- Stockman Wealth Management reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
- Stockman Wealth Management sold 3,657 Bristol-Myers Squibb shares in Q2 2025, an estimated $223K.
- Stockman Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 41 quarters.
- Stockman Wealth Management's Bristol-Myers Squibb position peaked at $8.11M in Q2 2022.
- 2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.
Based on Stockman Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.