Successful Portfolios’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 | $235K | Buy |
4,077
+7
| +0.2% | +$402 | 0.11% | 169 |
|
|
2026
Q1 | $246K | Buy |
4,070
+2
| +0% | +$117 | 0.14% | 152 |
|
|
2025
Q4 | $227K | Buy |
+4,068
| New | +$196K | 0.12% | 161 |
|
|
2025
Q3 | – | Sell |
-4,887
| Closed | -$226K | – | 177 |
|
|
2025
Q2 | $226K | Sell |
4,887
-72
| -1% | -$3.53K | 0.14% | 151 |
|
|
2025
Q1 | $302K | Sell |
4,959
-78
| -2% | -$4.55K | 0.21% | 108 |
|
|
2024
Q4 | $285K | Buy |
5,037
+3
| +0.1% | +$168 | 0.19% | 106 |
|
|
2024
Q3 | $260K | Sell |
5,034
-23
| -0.5% | -$1.08K | 0.18% | 123 |
|
|
2024
Q2 | $210K | Sell |
5,057
-303
| -6% | -$13.6K | 0.15% | 144 |
|
|
2024
Q1 | $291K | Sell |
5,360
-237
| -4% | -$12.1K | 0.2% | 106 |
|
|
2023
Q4 | $287K | Buy |
5,597
+203
| +4% | +$10.7K | 0.21% | 112 |
|
|
2023
Q3 | $313K | Buy |
5,394
+17
| +0.3% | +$1.04K | 0.28% | 88 |
|
|
2023
Q2 | $344K | Sell |
5,377
-1,160
| -18% | -$77.8K | 0.3% | 75 |
|
|
2023
Q1 | $453K | Sell |
6,537
-399
| -6% | -$28.1K | 0.28% | 89 |
|
|
2022
Q4 | $499K | Sell |
6,936
-15
| -0.2% | -$1.13K | 0.33% | 75 |
|
|
2022
Q3 | $494K | Sell |
6,951
-117
| -2% | -$8.49K | 0.36% | 73 |
|
|
2022
Q2 | $544K | Sell |
7,068
-94
| -1% | -$7.16K | 0.37% | 68 |
|
|
2022
Q1 | $523K | Sell |
7,162
-150
| -2% | -$10.1K | 0.3% | 87 |
|
|
2021
Q4 | $456K | Sell |
7,312
-75
| -1% | -$4.4K | 0.25% | 101 |
|
|
2021
Q3 | $437K | Buy |
7,387
+2,970
| +67% | +$196K | 0.26% | 104 |
|
|
2021
Q2 | $295K | Hold |
4,417
| – | – | 0.18% | 145 |
|
|
2021
Q1 | $279K | Sell |
4,417
-100
| -2% | -$6.22K | 0.18% | 141 |
|
|
2020
Q4 | $280K | Hold |
4,517
| – | – | 0.2% | 133 |
|
|
2020
Q3 | $272K | Hold |
4,517
| – | – | 0.22% | 125 |
|
|
2020
Q2 | $266K | Hold |
4,517
| – | – | 0.23% | 121 |
|
|
2020
Q1 | $252K | Sell |
4,517
-45
| -1% | -$2.75K | 0.25% | 106 |
|
|
2019
Q4 | $293K | Buy |
4,562
+200
| +5% | +$11.5K | 0.26% | 107 |
|
|
2019
Q3 | $221K | Buy |
+4,362
| New | +$205K | 0.21% | 130 |
|
|
2019
Q1 | – | Sell |
-4,013
| Closed | -$209K | – | 140 |
|
|
2018
Q4 | $209K | Sell |
4,013
-10
| -0.2% | -$537 | 0.27% | 112 |
|
|
2018
Q3 | $250K | Hold |
4,023
| – | – | 0.27% | 113 |
|
|
2018
Q2 | $223K | Buy |
4,023
+32
| +0.8% | +$1.73K | 0.26% | 113 |
|
|
2018
Q1 | $252K | Sell |
3,991
-5
| -0.1% | -$322 | 0.31% | 105 |
|
|
2017
Q4 | $245K | Buy |
+3,996
| New | +$250K | 0.3% | 105 |
|
Other funds holding BMY
Successful Portfolios's BMY Position: Q2 2026 in Review
Successful Portfolios increased its Bristol-Myers Squibb (BMY) stake by 0.17% in Q2 2026, buying an estimated $402 and bringing the position to 4,077 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #169.
Successful Portfolios first reported a position in BMY in Q4 2017 and has held it in 32 quarters since. The position peaked at $544K in Q2 2022. 2,522 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Successful Portfolios held 4,077 shares of Bristol-Myers Squibb worth $235K as of Q2 2026.
- Successful Portfolios bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
- Bristol-Myers Squibb made up 0.11% of Successful Portfolios's portfolio in Q2 2026, its #169 holding.
- Successful Portfolios first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 32 quarters since.
- Successful Portfolios's Bristol-Myers Squibb position peaked at $544K in Q2 2022.
- 2,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.