Tower View Wealth Management’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
Q1 | $170K | Buy |
2,811
+26
| +0.9% | +$1.52K | 0.09% | 67 |
|
|
2025
Q4 | $150K | Buy |
2,785
+30
| +1% | +$1.44K | 0.07% | 65 |
|
|
2025
Q3 | $124K | Buy |
2,755
+31
| +1% | +$1.45K | 0.06% | 66 |
|
|
2025
Q2 | $126K | Sell |
2,724
-22
| -0.8% | -$1.08K | 0.07% | 74 |
|
|
2025
Q1 | $167K | Buy |
2,746
+22
| +0.8% | +$1.28K | 0.1% | 54 |
|
|
2024
Q4 | $154K | Buy |
2,724
+24
| +0.9% | +$1.34K | 0.08% | 60 |
|
|
2024
Q3 | $140K | Buy |
2,700
+26
| +1% | +$1.22K | 0.08% | 62 |
|
|
2024
Q2 | $111K | Sell |
2,674
-217
| -8% | -$9.71K | 0.06% | 65 |
|
|
2024
Q1 | $157K | Sell |
2,891
-175
| -6% | -$8.91K | 0.09% | 64 |
|
|
2023
Q4 | $157K | Sell |
3,066
-77
| -2% | -$4.04K | 0.1% | 57 |
|
|
2023
Q3 | $182K | Buy |
3,143
+215
| +7% | +$13.2K | 0.13% | 56 |
|
|
2023
Q2 | $187K | Buy |
2,928
+16
| +0.5% | +$1.07K | 0.13% | 56 |
|
|
2023
Q1 | $202K | Buy |
2,912
+16
| +0.6% | +$1.13K | 0.14% | 58 |
|
|
2022
Q4 | $208K | Buy |
2,896
+14
| +0.5% | +$1.06K | 0.14% | 60 |
|
|
2022
Q3 | $205K | Buy |
2,882
+14
| +0.5% | +$1.02K | 0.16% | 60 |
|
|
2022
Q2 | $221K | Buy |
2,868
+2
| +0.1% | +$152 | 0.16% | 60 |
|
|
2022
Q1 | $209K | Sell |
2,866
-47
| -2% | -$3.16K | 0.11% | 76 |
|
|
2021
Q4 | $182K | Sell |
2,913
-298
| -9% | -$17.5K | 0.09% | 80 |
|
|
2021
Q3 | $190K | Buy |
3,211
+2,002
| +166% | +$132K | 0.11% | 74 |
|
|
2021
Q2 | $81K | Buy |
1,209
+3
| +0.2% | +$196 | 0.04% | 90 |
|
|
2021
Q1 | $76K | Sell |
1,206
-437
| -27% | -$27.2K | 0.04% | 94 |
|
|
2020
Q4 | $102K | Buy |
1,643
+149
| +10% | +$9.16K | 0.06% | 90 |
|
|
2020
Q3 | $90K | Buy |
1,494
+5
| +0.3% | +$301 | 0.06% | 84 |
|
|
2020
Q2 | $88K | Buy |
1,489
+4
| +0.3% | +$239 | 0.06% | 76 |
|
|
2020
Q1 | $83K | Sell |
1,485
-401
| -21% | -$24.5K | 0.07% | 65 |
|
|
2019
Q4 | $121K | Buy |
1,886
+280
| +17% | +$16K | 0.09% | 69 |
|
|
2019
Q3 | $81K | Sell |
1,606
-73
| -4% | -$3.43K | 0.07% | 72 |
|
|
2019
Q2 | $76K | Sell |
1,679
-1,620
| -49% | -$75.5K | 0.06% | 73 |
|
|
2019
Q1 | $157K | Buy |
3,299
+140
| +4% | +$6.97K | 0.14% | 59 |
|
|
2018
Q4 | $164K | Sell |
3,159
-133
| -4% | -$7.15K | 0.17% | 58 |
|
|
2018
Q3 | $204K | Buy |
3,292
+13
| +0.4% | +$771 | 0.18% | 66 |
|
|
2018
Q2 | $181K | Buy |
3,279
+29
| +0.9% | +$1.57K | 0.17% | 65 |
|
|
2018
Q1 | $206K | Buy |
3,250
+22
| +0.7% | +$1.42K | 0.21% | 64 |
|
|
2017
Q4 | $198K | Buy |
+3,228
| New | +$202K | 0.18% | 70 |
|
Other funds holding BMY
VCM
VPM
Tower View Wealth Management's BMY Position: Q1 2026 in Review
Tower View Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.93% in Q1 2026, buying an estimated $1.52K and bringing the position to 2,811 shares worth $170K. The position accounts for 0.09% of the portfolio, ranked #67.
Tower View Wealth Management first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. The position peaked at $221K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Tower View Wealth Management held 2,811 shares of Bristol-Myers Squibb worth $170K as of Q1 2026.
- Tower View Wealth Management bought 26 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.52K.
- Bristol-Myers Squibb made up 0.09% of Tower View Wealth Management's portfolio in Q1 2026, its #67 holding.
- Tower View Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Bristol-Myers Squibb position peaked at $221K in Q2 2022.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.