Vanguard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $526K | Buy |
9,127
+200
| +2% | +$11.5K | 0.36% | 58 |
|
|
2026
Q1 | $541K | Buy |
8,927
+1
| +0% | +$58 | 0.5% | 47 |
|
|
2025
Q4 | $481K | Buy |
8,926
+2,255
| +34% | +$108K | 0.39% | 53 |
|
|
2025
Q3 | $301K | Buy |
6,671
+745
| +13% | +$34.8K | 0.24% | 90 |
|
|
2025
Q2 | $274K | Buy |
5,926
+1,001
| +20% | +$49.1K | 0.27% | 78 |
|
|
2025
Q1 | $300K | Sell |
4,925
-1,800
| -27% | -$105K | 0.37% | 63 |
|
|
2024
Q4 | $380K | Buy |
6,725
+125
| +2% | +$6.98K | 0.41% | 54 |
|
|
2024
Q3 | $341K | Sell |
6,600
-900
| -12% | -$42.2K | 0.36% | 63 |
|
|
2024
Q2 | $311K | Sell |
7,500
-300
| -4% | -$13.4K | 0.21% | 94 |
|
|
2024
Q1 | $423K | Sell |
7,800
-500
| -6% | -$25.5K | 0.3% | 75 |
|
|
2023
Q4 | $426K | Buy |
8,300
+4,300
| +108% | +$226K | 0.34% | 68 |
|
|
2023
Q3 | $232K | Hold |
4,000
| – | – | 0.22% | 98 |
|
|
2023
Q2 | $256K | Sell |
4,000
-1,200
| -23% | -$80.5K | 0.23% | 96 |
|
|
2023
Q1 | $360K | Buy |
5,200
+1,700
| +49% | +$120K | 0.36% | 66 |
|
|
2022
Q4 | $252K | Buy |
+3,500
| New | +$264K | 0.29% | 84 |
|
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$207K | – | 114 |
|
|
2022
Q2 | $207K | Sell |
2,700
-5,900
| -69% | -$449K | 0.23% | 92 |
|
|
2022
Q1 | $628K | Sell |
8,600
-1,100
| -11% | -$73.9K | 0.45% | 55 |
|
|
2021
Q4 | $604K | Buy |
9,700
+350
| +4% | +$20.5K | 0.43% | 58 |
|
|
2021
Q3 | $553K | Buy |
9,350
+2,069
| +28% | +$136K | 0.37% | 66 |
|
|
2021
Q2 | $486K | Sell |
7,281
-1,374
| -16% | -$89.6K | 0.37% | 72 |
|
|
2021
Q1 | $537K | Buy |
8,655
+5,181
| +149% | +$322K | 0.46% | 55 |
|
|
2020
Q4 | $215K | Buy |
+3,474
| New | +$214K | 0.2% | 115 |
|
|
2020
Q2 | $367K | Buy |
+6,241
| New | +$373K | 0.43% | 63 |
|
|
2019
Q4 | $1M | Buy |
15,624
+446
| +3% | +$25.5K | 1.05% | 26 |
|
|
2019
Q3 | $769K | Sell |
15,178
-3,581
| -19% | -$168K | 0.9% | 29 |
|
|
2019
Q2 | $850K | Buy |
18,759
+931
| +5% | +$43.4K | 1.03% | 26 |
|
|
2019
Q1 | $850K | Buy |
17,828
+7,270
| +69% | +$362K | 1.07% | 26 |
|
|
2018
Q4 | $548K | Sell |
10,558
-1,740
| -14% | -$93.5K | 0.82% | 40 |
|
|
2018
Q3 | $763K | Buy |
+12,298
| New | +$730K | 0.87% | 30 |
|
|
2018
Q1 | – | Sell |
-4,450
| Closed | -$273K | – | 111 |
|
|
2017
Q4 | $273K | Buy |
+4,450
| New | +$278K | 0.34% | 88 |
|
Other funds holding BMY
Vanguard Capital Wealth Advisors's BMY Position: Q2 2026 in Review
Vanguard Capital Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 9,127 shares worth $526K. The position accounts for 0.36% of the portfolio, ranked #58.
Vanguard Capital Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 30 quarters since. The position peaked at $1M in Q4 2019. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Vanguard Capital Wealth Advisors held 9,127 shares of Bristol-Myers Squibb worth $526K as of Q2 2026.
- Vanguard Capital Wealth Advisors bought 200 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.5K.
- Bristol-Myers Squibb made up 0.36% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #58 holding.
- Vanguard Capital Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 30 quarters since.
- Vanguard Capital Wealth Advisors's Bristol-Myers Squibb position peaked at $1M in Q4 2019.
- 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.