Valley National Advisers’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 | $286K | Buy |
4,719
+503
| +12% | +$29.3K | 0.04% | 216 |
|
|
2025
Q4 | $227K | Sell |
4,216
-1,675
| -28% | -$80.6K | 0.03% | 229 |
|
|
2025
Q3 | $265K | Sell |
5,891
-28,312
| -83% | -$1.32M | 0.04% | 206 |
|
|
2025
Q2 | $1.58M | Buy |
34,203
+334
| +1% | +$16.4K | 0.26% | 100 |
|
|
2025
Q1 | $2.06M | Buy |
33,869
+2,021
| +6% | +$118K | 0.37% | 64 |
|
|
2024
Q4 | $1.8M | Buy |
31,848
+26,486
| +494% | +$1.48M | 0.32% | 79 |
|
|
2024
Q3 | $277K | Sell |
5,362
-2,292
| -30% | -$108K | 0.05% | 208 |
|
|
2024
Q2 | $317K | Sell |
7,654
-1,587
| -17% | -$71K | 0.05% | 202 |
|
|
2024
Q1 | $501K | Sell |
9,241
-1,917
| -17% | -$97.7K | 0.08% | 164 |
|
|
2023
Q4 | $572K | Sell |
11,158
-2,271
| -17% | -$119K | 0.09% | 147 |
|
|
2023
Q3 | $779K | Buy |
13,429
+193
| +1% | +$11.8K | 0.14% | 121 |
|
|
2023
Q2 | $847K | Buy |
13,236
+82
| +0.6% | +$5.5K | 0.14% | 122 |
|
|
2023
Q1 | $928K | Sell |
13,154
-463
| -3% | -$32.7K | 0.16% | 111 |
|
|
2022
Q4 | $979K | Sell |
13,617
-887
| -6% | -$66.9K | 0.18% | 106 |
|
|
2022
Q3 | $1.04M | Sell |
14,504
-85
| -0.6% | -$6.17K | 0.22% | 95 |
|
|
2022
Q2 | $1.1M | Buy |
14,589
+169
| +1% | +$12.9K | 0.23% | 86 |
|
|
2022
Q1 | $1.05M | Buy |
14,420
+1,108
| +8% | +$74.4K | 0.2% | 106 |
|
|
2021
Q4 | $830K | Sell |
13,312
-950
| -7% | -$55.7K | 0.15% | 130 |
|
|
2021
Q3 | $844K | Buy |
14,262
+28
| +0.2% | +$1.84K | 0.15% | 124 |
|
|
2021
Q2 | $951K | Buy |
14,234
+122
| +0.9% | +$7.96K | 0.17% | 117 |
|
|
2021
Q1 | $891K | Sell |
14,112
-75
| -0.5% | -$4.67K | 0.17% | 117 |
|
|
2020
Q4 | $880K | Sell |
14,187
-110
| -0.8% | -$6.76K | 0.18% | 111 |
|
|
2020
Q3 | $862K | Buy |
14,297
+356
| +3% | +$21.4K | 0.2% | 84 |
|
|
2020
Q2 | $820K | Sell |
13,941
-42
| -0.3% | -$2.51K | 0.19% | 82 |
|
|
2020
Q1 | $779K | Buy |
13,983
+831
| +6% | +$50.8K | 0.22% | 83 |
|
|
2019
Q4 | $844K | Buy |
13,152
+8,343
| +173% | +$478K | 0.21% | 87 |
|
|
2019
Q3 | $244K | Buy |
4,809
+7
| +0.1% | +$329 | 0.07% | 172 |
|
|
2019
Q2 | $218K | Buy |
4,802
+7
| +0.1% | +$326 | 0.06% | 169 |
|
|
2019
Q1 | $229K | Buy |
4,795
+7
| +0.1% | +$349 | 0.07% | 164 |
|
|
2018
Q4 | $249K | Buy |
4,788
+37
| +0.8% | +$1.99K | 0.08% | 148 |
|
|
2018
Q3 | $295K | Buy |
4,751
+180
| +4% | +$10.7K | 0.1% | 145 |
|
|
2018
Q2 | $253K | Sell |
4,571
-3
| -0.1% | -$162 | 0.1% | 154 |
|
|
2018
Q1 | $289K | Buy |
4,574
+5
| +0.1% | +$322 | 0.11% | 139 |
|
|
2017
Q4 | $280K | Sell |
4,569
-596
| -12% | -$37.3K | 0.1% | 141 |
|
|
2017
Q3 | $329K | Buy |
5,165
+40
| +0.8% | +$2.34K | 0.11% | 120 |
|
|
2017
Q2 | $286K | Buy |
5,125
+5
| +0.1% | +$272 | 0.1% | 117 |
|
|
2017
Q1 | $278K | Buy |
5,120
+302
| +6% | +$16.6K | 0.11% | 120 |
|
|
2016
Q4 | $282K | Buy |
4,818
+405
| +9% | +$22.1K | 0.13% | 118 |
|
|
2016
Q3 | $238K | Buy |
4,413
+4
| +0.1% | +$257 | 0.12% | 123 |
|
|
2016
Q2 | $324K | Buy |
4,409
+4
| +0.1% | +$283 | 0.17% | 117 |
|
|
2016
Q1 | $281K | Buy |
4,405
+604
| +16% | +$38.1K | 0.15% | 118 |
|
|
2015
Q4 | $261K | Buy |
3,801
+4
| +0.1% | +$264 | 0.15% | 114 |
|
|
2015
Q3 | $225K | Buy |
3,797
+4
| +0.1% | +$254 | 0.14% | 121 |
|
|
2015
Q2 | $252K | Buy |
3,793
+4
| +0.1% | +$264 | 0.14% | 124 |
|
|
2015
Q1 | $244K | Buy |
3,789
+828
| +28% | +$51.8K | 0.14% | 116 |
|
|
2014
Q4 | $157K | Buy |
+2,961
| New | +$167K | 0.12% | 105 |
|
Other funds holding BMY
VCM
VPM
Valley National Advisers's BMY Position: Q1 2026 in Review
Valley National Advisers increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $29.3K and bringing the position to 4,719 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #216.
Valley National Advisers first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.06M in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Valley National Advisers held 4,719 shares of Bristol-Myers Squibb worth $286K as of Q1 2026.
- Valley National Advisers bought 503 Bristol-Myers Squibb shares in Q1 2026, an estimated $29.3K.
- Bristol-Myers Squibb made up 0.04% of Valley National Advisers's portfolio in Q1 2026, its #216 holding.
- Valley National Advisers first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's Bristol-Myers Squibb position peaked at $2.06M in Q1 2025.
- 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.