Truvestments Capital’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 | $3.5M | Buy |
60,684
+1,464
| +2% | +$84.1K | 0.52% | 48 |
|
|
2026
Q1 | $3.59M | Buy |
59,220
+1,239
| +2% | +$72.2K | 0.65% | 35 |
|
|
2025
Q4 | $3.13M | Sell |
57,981
-838
| -1% | -$40.3K | 0.57% | 56 |
|
|
2025
Q3 | $2.65M | Sell |
58,819
-655
| -1% | -$30.6K | 0.48% | 63 |
|
|
2025
Q2 | $2.75M | Sell |
59,474
-322
| -0.5% | -$15.8K | 0.55% | 57 |
|
|
2025
Q1 | $3.65M | Buy |
59,796
+52,994
| +779% | +$3.09M | 0.79% | 42 |
|
|
2024
Q4 | $385K | Buy |
6,802
+581
| +9% | +$32.5K | 0.1% | 157 |
|
|
2024
Q3 | $322K | Sell |
6,221
-5,569
| -47% | -$261K | 0.09% | 172 |
|
|
2024
Q2 | $490K | Sell |
11,790
-2,614
| -18% | -$117K | 0.2% | 117 |
|
|
2024
Q1 | $781K | Sell |
14,404
-23,332
| -62% | -$1.19M | 0.3% | 77 |
|
|
2023
Q4 | $1.94M | Buy |
37,736
+3,046
| +9% | +$160K | 0.87% | 41 |
|
|
2023
Q3 | $2.01M | Buy |
34,690
+1,106
| +3% | +$67.8K | 1.05% | 32 |
|
|
2023
Q2 | $2.15M | Buy |
33,584
+1,279
| +4% | +$85.8K | 1.07% | 31 |
|
|
2023
Q1 | $2.24M | Buy |
32,305
+3,644
| +13% | +$257K | 1.19% | 24 |
|
|
2022
Q4 | $2.06M | Buy |
28,661
+2,400
| +9% | +$181K | 1.16% | 23 |
|
|
2022
Q3 | $1.87M | Sell |
26,261
-512
| -2% | -$37.1K | 1.18% | 27 |
|
|
2022
Q2 | $2.06M | Sell |
26,773
-1,533
| -5% | -$117K | 1.21% | 22 |
|
|
2022
Q1 | $2.07M | Sell |
28,306
-1,644
| -5% | -$110K | 1.13% | 36 |
|
|
2021
Q4 | $1.87M | Buy |
29,950
+470
| +2% | +$27.6K | 0.94% | 42 |
|
|
2021
Q3 | $1.74M | Buy |
29,480
+1,901
| +7% | +$125K | 0.96% | 43 |
|
|
2021
Q2 | $1.84M | Buy |
27,579
+4,384
| +19% | +$286K | 1.01% | 38 |
|
|
2021
Q1 | $1.46M | Buy |
23,195
+5,913
| +34% | +$368K | 0.83% | 43 |
|
|
2020
Q4 | $1.07M | Buy |
17,282
+885
| +5% | +$54.4K | 0.74% | 42 |
|
|
2020
Q3 | $988K | Buy |
16,397
+12,521
| +323% | +$754K | 0.89% | 40 |
|
|
2020
Q2 | $227K | Buy |
3,876
+439
| +13% | +$26.3K | 0.23% | 84 |
|
|
2020
Q1 | $191K | Sell |
3,437
-5,007
| -59% | -$306K | 0.24% | 91 |
|
|
2019
Q4 | $542K | Buy |
8,444
+4,695
| +125% | +$269K | 0.38% | 84 |
|
|
2019
Q3 | $190K | Hold |
3,749
| – | – | 0.12% | 131 |
|
|
2019
Q2 | $170K | Buy |
3,749
+1,353
| +56% | +$63K | 0.11% | 147 |
|
|
2019
Q1 | $114K | Buy |
+2,396
| New | +$119K | 0.09% | 146 |
|
|
2018
Q3 | $411K | Buy |
6,625
+1,531
| +30% | +$90.9K | 0.2% | 116 |
|
|
2018
Q2 | $282K | Buy |
+5,094
| New | +$275K | 0.18% | 136 |
|
Other funds holding BMY
Truvestments Capital's BMY Position: Q2 2026 in Review
Truvestments Capital increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, buying an estimated $84.1K and bringing the position to 60,684 shares worth $3.5M. The position accounts for 0.52% of the portfolio, ranked #48.
Truvestments Capital first reported a position in BMY in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.65M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Truvestments Capital held 60,684 shares of Bristol-Myers Squibb worth $3.5M as of Q2 2026.
- Truvestments Capital bought 1,464 Bristol-Myers Squibb shares in Q2 2026, an estimated $84.1K.
- Bristol-Myers Squibb made up 0.52% of Truvestments Capital's portfolio in Q2 2026, its #48 holding.
- Truvestments Capital first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 32 quarters since.
- Truvestments Capital's Bristol-Myers Squibb position peaked at $3.65M in Q1 2025.
- 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.