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Valmark Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Valmark Advisers’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 		$408K Buy
6,730
+56
+0.8% +$3.27K ﹤0.01% 512
2025
Q4 		$360K Buy
6,674
+10
+0.2% +$481 ﹤0.01% 514
2025
Q3 		$301K Sell
6,664
-223
-3% -$10.4K ﹤0.01% 553
2025
Q2 		$319K Buy
6,887
+2,650
+63% +$130K ﹤0.01% 532
2025
Q1 		$258K Sell
4,237
-298
-7% -$17.4K ﹤0.01% 548
2024
Q4 		$257K Buy
4,535
+312
+7% +$17.4K ﹤0.01% 540
2024
Q3 		$218K Buy
+4,223
New +$198K ﹤0.01% 564
2024
Q2 		– Sell
-4,374
Closed -$237K – 560
2024
Q1 		$237K Buy
+4,374
New +$223K ﹤0.01% 491
2023
Q4 		– Sell
-4,219
Closed -$245K – 498
2023
Q3 		$245K Sell
4,219
-155
-4% -$9.5K 0.01% 427
2023
Q2 		$280K Sell
4,374
-888
-17% -$59.5K 0.01% 412
2023
Q1 		$365K Buy
5,262
+1,231
+31% +$86.8K 0.01% 361
2022
Q4 		$290K Sell
4,031
-316
-7% -$23.8K 0.01% 375
2022
Q3 		$309K Buy
4,347
+642
+17% +$46.6K 0.01% 344
2022
Q2 		$285K Buy
3,705
+22
+0.6% +$1.68K 0.01% 355
2022
Q1 		$269K Sell
3,683
-106
-3% -$7.12K ﹤0.01% 381
2021
Q4 		$236K Sell
3,789
-275
-7% -$16.1K ﹤0.01% 378
2021
Q3 		$240K Sell
4,064
-1,369
-25% -$90.2K ﹤0.01% 358
2021
Q2 		$363K Sell
5,433
-91
-2% -$5.93K 0.01% 310
2021
Q1 		$349K Sell
5,524
-291
-5% -$18.1K 0.01% 307
2020
Q4 		$361K Buy
5,815
+735
+14% +$45.2K 0.01% 282
2020
Q3 		$306K Sell
5,080
-35
-0.7% -$2.11K 0.01% 234
2020
Q2 		$301K Sell
5,115
-269
-5% -$16.1K 0.01% 218
2020
Q1 		$300K Sell
5,384
-8,346
-61% -$510K 0.01% 179
2019
Q4 		$881K Buy
+13,730
New +$786K 0.02% 106
2018
Q2 		– Sell
-3,198
Closed -$202K – 188
2018
Q1 		$202K Buy
+3,198
New +$206K ﹤0.01% 186

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

Valmark Advisers's BMY Position: Q1 2026 in Review

Valmark Advisers increased its Bristol-Myers Squibb (BMY) stake by 0.84% in Q1 2026, buying an estimated $3.27K and bringing the position to 6,730 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Valmark Advisers first reported a position in BMY in Q1 2018 and has held it in 25 quarters since. The position peaked at $881K in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Valmark Advisers held 6,730 shares of Bristol-Myers Squibb worth $408K as of Q1 2026.
  • Valmark Advisers bought 56 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.27K.
  • Bristol-Myers Squibb made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #512 holding.
  • Valmark Advisers first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 25 quarters since.
  • Valmark Advisers's Bristol-Myers Squibb position peaked at $881K in Q4 2019.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.