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Sunbelt Securities’s Bristol-Myers Squibb BMY Stock Holding History

Sunbelt Securities’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 		$788K Sell
12,988
-325
-2% -$18.9K 0.05% 305
2025
Q4 		$718K Buy
13,313
+878
+7% +$42.2K 0.05% 319
2025
Q3 		$561K Sell
12,435
-7,651
-38% -$357K 0.04% 359
2025
Q2 		$1.14M Buy
20,086
+9,467
+89% +$465K 0.1% 186
2025
Q1 		$648K Sell
10,619
-9,467
-47% -$552K 0.06% 269
2024
Q4 		$1.13M Sell
20,086
-30
-0.1% -$1.68K 0.1% 187
2024
Q3 		$1.04M Buy
20,116
+1,173
+6% +$55K 0.1% 195
2024
Q2 		$787K Buy
18,943
+8,863
+88% +$397K 0.08% 229
2024
Q1 		$547K Buy
10,080
+1,614
+19% +$82.2K 0.06% 305
2023
Q4 		$434K Buy
8,466
+1,631
+24% +$85.6K 0.05% 336
2023
Q3 		$397K Buy
6,835
+42
+0.6% +$2.57K 0.05% 339
2023
Q2 		$434K Buy
6,793
+595
+10% +$39.9K 0.06% 310
2023
Q1 		$423K Buy
6,198
+38
+0.6% +$2.68K 0.07% 280
2022
Q4 		$443K Buy
6,160
+606
+11% +$45.7K 0.09% 268
2022
Q3 		$395K Buy
5,554
+3
+0.1% +$218 0.08% 277
2022
Q2 		$427K Buy
5,551
+7
+0.1% +$533 0.09% 267
2022
Q1 		$409K Sell
5,544
-1,781
-24% -$120K 0.07% 293
2021
Q4 		$483K Buy
7,325
+457
+7% +$26.8K 0.08% 275
2021
Q3 		$462K Hold
6,868
– – 0.08% 264
2021
Q2 		$462K Sell
6,868
-78
-1% -$5.09K 0.08% 264
2021
Q1 		$439K Buy
6,946
+493
+8% +$30.7K 0.09% 263
2020
Q4 		$400K Buy
6,453
+1,397
+28% +$85.9K 0.08% 265
2020
Q3 		$305K Sell
5,056
-967
-16% -$58.2K 0.08% 253
2020
Q2 		$354K Buy
6,023
+803
+15% +$48K 0.12% 204
2020
Q1 		$291K Sell
5,220
-33,457
-87% -$2.04M 0.01% 308
2019
Q4 		$2.48M Sell
38,677
-1,014
-3% -$58.1K 0.26% 92
2019
Q3 		$2.01M Buy
39,691
+33,861
+581% +$1.59M 0.23% 102
2019
Q2 		$264K Buy
5,830
+246
+4% +$11.5K 0.11% 218
2019
Q1 		$266K Buy
5,584
+125
+2% +$6.23K 0.13% 187
2018
Q4 		$284K Buy
5,459
+236
+5% +$12.7K 0.17% 162
2018
Q3 		$324K Buy
5,223
+666
+15% +$39.5K 0.17% 157
2018
Q2 		$252K Sell
4,557
-986
-18% -$53.3K 0.15% 182
2018
Q1 		$351K Sell
5,543
-19
-0.3% -$1.22K 0.32% 104
2017
Q4 		$341K Buy
5,562
+55
+1% +$3.44K 0.33% 108
2017
Q3 		$351K Buy
5,507
+920
+20% +$53.7K 0.37% 95
2017
Q2 		$256K Buy
4,587
+4
+0.1% +$218 0.48% 65
2017
Q1 		$249K Buy
4,583
+4
+0.1% +$219 0.37% 73
2016
Q4 		$268K Buy
4,579
+4
+0.1% +$219 0.41% 65
2016
Q3 		$247K Buy
4,575
+3
+0.1% +$193 0.3% 77
2016
Q2 		$336K Buy
4,572
+2
+0% +$141 0.44% 52
2016
Q1 		$292K Buy
4,570
+3
+0.1% +$189 0.43% 57
2015
Q4 		$314K Buy
4,567
+3
+0.1% +$198 0.44% 50
2015
Q3 		$270K Buy
4,564
+3
+0.1% +$190 0.37% 71
2015
Q2 		$303K Buy
4,561
+3
+0.1% +$198 0.42% 58
2015
Q1 		$294K Sell
4,558
-997
-18% -$62.4K 0.44% 51
2014
Q4 		$328K Buy
+5,555
New +$313K 0.43% 52

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

Sunbelt Securities's BMY Position: Q1 2026 in Review

Sunbelt Securities reduced its Bristol-Myers Squibb (BMY) stake by 2.4% in Q1 2026, selling an estimated $18.9K and leaving 12,988 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #305.

Sunbelt Securities first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.48M in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sunbelt Securities held 12,988 shares of Bristol-Myers Squibb worth $788K as of Q1 2026.
  • Sunbelt Securities sold 325 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.9K.
  • Bristol-Myers Squibb made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #305 holding.
  • Sunbelt Securities first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's Bristol-Myers Squibb position peaked at $2.48M in Q4 2019.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.