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

Stratos Wealth Partners’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 		$11.7M Sell
193,113
-3,804
-2% -$222K 0.13% 163
2025
Q4 		$10.6M Sell
196,917
-2,695
-1% -$130K 0.12% 182
2025
Q3 		$9M Sell
199,612
-7,322
-4% -$342K 0.11% 195
2025
Q2 		$9.58M Buy
206,934
+2,851
+1% +$140K 0.13% 162
2025
Q1 		$12.4M Sell
204,083
-13,817
-6% -$805K 0.19% 114
2024
Q4 		$12.3M Sell
217,900
-5,009
-2% -$280K 0.17% 118
2024
Q3 		$11.5M Buy
222,909
+18,819
+9% +$883K 0.17% 125
2024
Q2 		$8.48M Sell
204,090
-1,739
-0.8% -$77.8K 0.14% 155
2024
Q1 		$11.2M Buy
205,829
+5,998
+3% +$306K 0.19% 120
2023
Q4 		$10.3M Sell
199,831
-6,186
-3% -$325K 0.19% 114
2023
Q3 		$12M Buy
206,017
+3,916
+2% +$240K 0.26% 78
2023
Q2 		$12.9M Buy
202,101
+485
+0.2% +$32.5K 0.29% 66
2023
Q1 		$14M Sell
201,616
-7,841
-4% -$553K 0.37% 48
2022
Q4 		$15.1M Buy
209,457
+1,307
+0.6% +$98.5K 0.38% 52
2022
Q3 		$14.8M Sell
208,150
-1,119
-0.5% -$81.2K 0.41% 52
2022
Q2 		$16.1M Sell
209,269
-1,069
-0.5% -$81.4K 0.41% 53
2022
Q1 		$15.4M Sell
210,338
-3,284
-2% -$221K 0.34% 63
2021
Q4 		$13.3M Sell
213,622
-7,559
-3% -$443K 0.29% 63
2021
Q3 		$13.1M Sell
221,181
-202
-0.1% -$13.3K 0.33% 58
2021
Q2 		$14.8M Buy
221,383
+339
+0.2% +$22.1K 0.37% 47
2021
Q1 		$14M Sell
221,044
-10,943
-5% -$681K 0.39% 47
2020
Q4 		$14.4M Sell
231,987
-10,219
-4% -$628K 0.43% 43
2020
Q3 		$14.6M Buy
242,206
+5,359
+2% +$323K 0.48% 36
2020
Q2 		$13.9M Sell
236,847
-24,565
-9% -$1.47M 0.5% 32
2020
Q1 		$14.6M Sell
261,412
-15,964
-6% -$976K 0.67% 26
2019
Q4 		$17.8M Buy
277,376
+17,163
+7% +$983K 0.7% 20
2019
Q3 		$13.2M Buy
260,213
+599
+0.2% +$28.2K 0.57% 30
2019
Q2 		$11.8M Sell
259,614
-17,656
-6% -$822K 0.51% 37
2019
Q1 		$13.2M Sell
277,270
-5,536
-2% -$276K 0.59% 26
2018
Q4 		$14.7M Sell
282,806
-7,908
-3% -$425K 0.76% 20
2018
Q3 		$18M Sell
290,714
-2,243
-0.8% -$133K 0.81% 19
2018
Q2 		$16.2M Sell
292,957
-6,505
-2% -$351K 0.72% 24
2018
Q1 		$18.9M Sell
299,462
-8,542
-3% -$550K 0.8% 21
2017
Q4 		$18.9M Sell
308,004
-6,596
-2% -$413K 0.85% 18
2017
Q3 		$20.1M Sell
314,600
-6,953
-2% -$406K 0.95% 18
2017
Q2 		$17.9M Buy
321,553
+2,025
+0.6% +$110K 0.92% 19
2017
Q1 		$17.4M Buy
319,528
+59,453
+23% +$3.26M 0.98% 19
2016
Q4 		$15.2M Buy
260,075
+119,910
+86% +$6.56M 0.95% 21
2016
Q3 		$7.56M Buy
140,165
+26,535
+23% +$1.7M 0.51% 42
2016
Q2 		$8.36M Buy
113,630
+47,379
+72% +$3.35M 0.62% 32
2016
Q1 		$4.23M Buy
66,251
+1,299
+2% +$81.9K 0.36% 53
2015
Q4 		$4.47M Buy
64,952
+22,123
+52% +$1.46M 0.37% 52
2015
Q3 		$2.54M Sell
42,829
-19,384
-31% -$1.23M 0.32% 69
2015
Q2 		$4.14M Sell
62,213
-20,909
-25% -$1.38M 0.53% 32
2015
Q1 		$5.35M Buy
83,122
+30,957
+59% +$1.94M 0.64% 28
2014
Q4 		$3.08M Sell
52,165
-605
-1% -$34.1K 0.55% 40
2014
Q3 		$2.7M Buy
52,770
+3,933
+8% +$196K 0.63% 38
2014
Q2 		$2.37M Buy
+48,837
New +$2.41M 0.79% 33

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.9% in Q1 2026, selling an estimated $222K and leaving 193,113 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #163.

Stratos Wealth Partners first reported a position in BMY in Q2 2014 and has held it in 48 quarters since. The position peaked at $20.1M in Q3 2017. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stratos Wealth Partners held 193,113 shares of Bristol-Myers Squibb worth $11.7M as of Q1 2026.
  • Stratos Wealth Partners sold 3,804 Bristol-Myers Squibb shares in Q1 2026, an estimated $222K.
  • Bristol-Myers Squibb made up 0.13% of Stratos Wealth Partners's portfolio in Q1 2026, its #163 holding.
  • Stratos Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Bristol-Myers Squibb position peaked at $20.1M in Q3 2017.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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