Stratos Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Stratos Wealth Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	26,158 +1,417	+6%	+$82.6K	0.1%	205
2025 Q4	$1.33M	Buy	24,741 +173	+0.7%	+$8.32K	0.06%	272
2025 Q3	$1.11M	Buy	24,568 +3,279	+15%	+$153K	0.05%	300
2025 Q2	$985K	Sell	21,289 -355	-2%	-$17.4K	0.05%	315
2025 Q1	$1.32M	Sell	21,644 -554	-2%	-$32.3K	0.07%	262
2024 Q4	$1.26M	Sell	22,198 -1,936	-8%	-$108K	0.06%	294
2024 Q3	$1.25M	Sell	24,134 -728	-3%	-$34.2K	0.06%	314
2024 Q2	$1.03M	Sell	24,862 -55,494	-69%	-$2.48M	0.05%	326
2024 Q1	$4.36M	Sell	80,356 -2,835	-3%	-$144K	0.26%	94
2023 Q4	$4.27M	Sell	83,191 -3,440	-4%	-$181K	0.25%	120
2023 Q3	$5.03M	Buy	86,631 +3,313	+4%	+$203K	0.33%	83
2023 Q2	$5.33M	Sell	83,318 -131	-0.2%	-$8.78K	0.38%	71
2023 Q1	$5.78M	Buy	83,449 +644	+0.8%	+$45.4K	0.45%	50
2022 Q4	$5.96M	Buy	82,805 +59,580	+257%	+$4.49M	0.5%	42
2022 Q3	$1.65M	Sell	23,225 -15,821	-41%	-$1.15M	0.17%	171
2022 Q2	$3.01M	Buy	39,046 +309	+0.8%	+$23.5K	0.27%	99
2022 Q1	$2.83M	Sell	38,737 -2,791	-7%	-$187K	0.23%	120
2021 Q4	$2.59M	Buy	41,528 +3,929	+10%	+$230K	0.19%	153
2021 Q3	$2.23M	Sell	37,599 -1,789	-5%	-$118K	0.19%	147
2021 Q2	$2.63M	Buy	39,388 +2,870	+8%	+$187K	0.23%	118
2021 Q1	$2.31M	Buy	36,518 +4,285	+13%	+$267K	0.24%	111
2020 Q4	$2M	Buy	32,233 +16,899	+110%	+$1.04M	0.28%	84
2020 Q3	$925K	Sell	15,334 -429	-3%	-$25.8K	0.23%	111
2020 Q2	$927K	Buy	15,763 +2,008	+15%	+$120K	0.28%	86
2020 Q1	$767K	Buy	13,755 +495	+4%	+$30.3K	0.54%	49
2019 Q4	$851K	Sell	13,260 -2,979	-18%	-$171K	0.48%	48
2019 Q3	$823K	Sell	16,239 -2,245	-12%	-$106K	0.31%	83
2019 Q2	$838K	Buy	18,484 +1,009	+6%	+$47K	0.33%	70
2019 Q1	$834K	Buy	17,475 +605	+4%	+$30.1K	0.45%	56
2018 Q4	$877K	Buy	+16,870	New	+$906K	0.59%	48

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's BMY Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.7% in Q1 2026, buying an estimated $82.6K and bringing the position to 26,158 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #205.

Stratos Wealth Advisors first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.96M in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Stratos Wealth Advisors held 26,158 shares of Bristol-Myers Squibb worth $1.59M as of Q1 2026.
Stratos Wealth Advisors bought 1,417 Bristol-Myers Squibb shares in Q1 2026, an estimated $82.6K.
Bristol-Myers Squibb made up 0.1% of Stratos Wealth Advisors's portfolio in Q1 2026, its #205 holding.
Stratos Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's Bristol-Myers Squibb position peaked at $5.96M in Q4 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.