Stratos Wealth Advisors’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 | $1.68M | Buy |
29,183
+3,025
| +12% | +$174K | 0.09% | 210 |
|
|
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
Stratos Wealth Advisors's BMY Position: Q2 2026 in Review
Stratos Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $174K and bringing the position to 29,183 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #210.
Stratos Wealth Advisors first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.96M in Q4 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Stratos Wealth Advisors held 29,183 shares of Bristol-Myers Squibb worth $1.68M as of Q2 2026.
- Stratos Wealth Advisors bought 3,025 Bristol-Myers Squibb shares in Q2 2026, an estimated $174K.
- Bristol-Myers Squibb made up 0.09% of Stratos Wealth Advisors's portfolio in Q2 2026, its #210 holding.
- Stratos Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's Bristol-Myers Squibb position peaked at $5.96M in Q4 2022.
- 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.