Vicus 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
Q1
$261K Sell
4,305
-82
-2% -$4.78K 0.02% 230
2025
Q4
$237K Buy
+4,387
New +$211K 0.02% 239
2025
Q2
Sell
-4,000
Closed -$244K 267
2025
Q1
$244K Buy
4,000
+90
+2% +$5.25K 0.02% 212
2024
Q4
$221K Buy
+3,910
New +$218K 0.02% 210
2024
Q3
Sell
-4,817
Closed -$200K 238
2024
Q2
$200K Buy
4,817
+944
+24% +$42.2K 0.02% 271
2024
Q1
$210K Buy
+3,873
New +$197K 0.02% 258
2023
Q4
Sell
-4,824
Closed -$280K 216
2023
Q3
$280K Buy
4,824
+179
+4% +$11K 0.03% 207
2023
Q2
$297K Buy
4,645
+885
+24% +$59.3K 0.03% 172
2023
Q1
$261K Buy
3,760
+13
+0.3% +$917 0.03% 177
2022
Q4
$270K Sell
3,747
-76
-2% -$5.73K 0.03% 172
2022
Q3
$272K Sell
3,823
-769
-17% -$55.8K 0.03% 176
2022
Q2
$354K Sell
4,592
-2,343
-34% -$178K 0.04% 167
2022
Q1
$506K Sell
6,935
-214
-3% -$14.4K 0.05% 146
2021
Q4
$464K Buy
+7,149
New +$419K 0.05% 152
2021
Q2
Sell
-7,756
Closed -$490K 164
2021
Q1
$490K Buy
7,756
+137
+2% +$8.52K 0.06% 150
2020
Q4
$473K Sell
7,619
-1,475
-16% -$90.7K 0.06% 140
2020
Q3
$548K Buy
9,094
+1,008
+12% +$60.7K 0.08% 125
2020
Q2
$475K Buy
8,086
+39
+0.5% +$2.33K 0.07% 124
2020
Q1
$449K Buy
8,047
+1
+0% +$61 0.08% 116
2019
Q4
$516K Buy
8,046
+1,748
+28% +$100K 0.08% 124
2019
Q3
$319K Buy
+6,298
New +$296K 0.04% 188
2017
Q4
Sell
-5,036
Closed -$321K 230
2017
Q3
$321K Sell
5,036
-1,156
-19% -$67.5K 0.06% 182
2017
Q2
$345K Buy
6,192
+106
+2% +$5.77K 0.07% 169
2017
Q1
$331K Buy
6,086
+139
+2% +$7.62K 0.07% 176
2016
Q4
$348K Sell
5,947
-1,635
-22% -$89.4K 0.08% 166
2016
Q3
$409K Buy
7,582
+1,558
+26% +$100K 0.09% 148
2016
Q2
$443K Buy
6,024
+419
+7% +$29.6K 0.11% 126
2016
Q1
$358K Sell
5,605
-5
-0.1% -$315 0.08% 133
2015
Q4
$386K Sell
5,610
-218
-4% -$14.4K 0.1% 133
2015
Q3
$345K Buy
5,828
+55
+1% +$3.49K 0.09% 123
2015
Q2
$384K Buy
5,773
+10
+0.2% +$659 0.1% 125
2015
Q1
$372 Buy
5,763
+153
+3% +$9.58K 0.07% 123
2014
Q4
$331K Sell
5,610
-218
-4% -$12.3K 0.1% 121
2014
Q3
$298K Buy
+5,828
New +$291K 0.1% 104

Other funds holding BMY

Vicus Capital's BMY Position: Q1 2026 in Review

Vicus Capital reduced its Bristol-Myers Squibb (BMY) stake by 1.9% in Q1 2026, selling an estimated $4.78K and leaving 4,305 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #230.

Vicus Capital first reported a position in BMY in Q3 2014 and has held it in 34 quarters since. The position peaked at $548K in Q3 2020. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Vicus Capital held 4,305 shares of Bristol-Myers Squibb worth $261K as of Q1 2026.
  • Vicus Capital sold 82 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.78K.
  • Bristol-Myers Squibb made up 0.02% of Vicus Capital's portfolio in Q1 2026, its #230 holding.
  • Vicus Capital first reported a position in Bristol-Myers Squibb in Q3 2014 and has held it in 34 quarters since.
  • Vicus Capital's Bristol-Myers Squibb position peaked at $548K in Q3 2020.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.