TCI 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
2025
Q2
Sell
-500
Closed -$30.5K 257
2025
Q1
$30.5K Buy
+500
New +$29.1K ﹤0.01% 229

Other funds holding BMY

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

TCI Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 4.2% in Q1 2026, selling an estimated $11.7K and leaving 4,569 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #199.

TCI Wealth Advisors first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.71M in Q2 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • TCI Wealth Advisors held 4,569 shares of Bristol-Myers Squibb worth $277K as of Q1 2026.
  • TCI Wealth Advisors sold 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.7K.
  • Bristol-Myers Squibb made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • TCI Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • TCI Wealth Advisors's Bristol-Myers Squibb position peaked at $2.71M in Q2 2016.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.