WBH Advisory’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 | $325K | Buy |
5,257
+850
| +19% | +$49.6K | 0.02% | 290 |
|
|
2025
Q4 | $238K | Buy |
+4,407
| New | +$212K | 0.02% | 324 |
|
|
2025
Q2 | – | Sell |
-4,473
| Closed | -$273K | – | 338 |
|
|
2025
Q1 | $273K | Buy |
4,473
+3
| +0.1% | +$175 | 0.03% | 283 |
|
|
2024
Q4 | $253K | Sell |
4,470
-154
| -3% | -$8.61K | 0.02% | 286 |
|
|
2024
Q3 | $239K | Sell |
4,624
-1,200
| -21% | -$56.3K | 0.02% | 293 |
|
|
2024
Q2 | $242K | Sell |
5,824
-2,969
| -34% | -$133K | 0.02% | 281 |
|
|
2024
Q1 | $477K | Sell |
8,793
-1,756
| -17% | -$89.5K | 0.05% | 220 |
|
|
2023
Q4 | $541K | Sell |
10,549
-628
| -6% | -$33K | 0.06% | 204 |
|
|
2023
Q3 | $649K | Sell |
11,177
-236
| -2% | -$14.5K | 0.08% | 176 |
|
|
2023
Q2 | $730K | Sell |
11,413
-640
| -5% | -$42.9K | 0.09% | 171 |
|
|
2023
Q1 | $835K | Buy |
+12,053
| New | +$850K | 0.1% | 160 |
|
|
2022
Q3 | $908K | Buy |
12,772
+1
| +0% | +$73 | 0.13% | 144 |
|
|
2022
Q2 | $965K | Sell |
12,771
-634
| -5% | -$48.3K | 0.13% | 142 |
|
|
2022
Q1 | $1.03M | Sell |
13,405
-1,668
| -11% | -$112K | 0.13% | 141 |
|
|
2021
Q4 | $940K | Sell |
15,073
-2,582
| -15% | -$151K | 0.11% | 158 |
|
|
2021
Q3 | $1.04M | Sell |
17,655
-268
| -1% | -$17.6K | 0.14% | 136 |
|
|
2021
Q2 | $1.21M | Sell |
17,923
-1,992
| -10% | -$130K | 0.18% | 106 |
|
|
2021
Q1 | $1.26M | Sell |
19,915
-142
| -0.7% | -$8.84K | 0.2% | 103 |
|
|
2020
Q4 | $1.33M | Sell |
20,057
-471
| -2% | -$29K | 0.23% | 91 |
|
|
2020
Q3 | $1.24M | Sell |
20,528
-903
| -4% | -$54.3K | 0.25% | 87 |
|
|
2020
Q2 | $1.26M | Buy |
21,431
+441
| +2% | +$26.4K | 0.3% | 81 |
|
|
2020
Q1 | $1.17K | Buy |
20,990
+692
| +3% | +$42.3K | 0.27% | 73 |
|
|
2019
Q4 | $1.3M | Buy |
20,298
+2,929
| +17% | +$168K | 0.27% | 87 |
|
|
2019
Q3 | $880K | Sell |
17,369
-355
| -2% | -$16.7K | 0.2% | 116 |
|
|
2019
Q2 | $803K | Sell |
17,724
-375
| -2% | -$17.5K | 0.19% | 113 |
|
|
2019
Q1 | $863K | Buy |
18,099
+113
| +0.6% | +$5.63K | 0.21% | 108 |
|
|
2018
Q4 | $934 | Sell |
17,986
-976
| -5% | -$52.4K | 0.23% | 95 |
|
|
2018
Q3 | $1.18M | Sell |
18,962
-109
| -0.6% | -$6.47K | 0.29% | 86 |
|
|
2018
Q2 | $1.05M | Buy |
19,071
+66
| +0.3% | +$3.56K | 0.27% | 88 |
|
|
2018
Q1 | $1.2M | Buy |
19,005
+414
| +2% | +$26.6K | 0.33% | 79 |
|
|
2017
Q4 | $1.14M | Sell |
18,591
-46
| -0.2% | -$2.88K | 0.3% | 82 |
|
|
2017
Q3 | $1.19M | Sell |
18,637
-710
| -4% | -$41.5K | 0.33% | 74 |
|
|
2017
Q2 | $1.08M | Sell |
19,347
-361
| -2% | -$19.6K | 0.3% | 80 |
|
|
2017
Q1 | $1.07M | Buy |
19,708
+662
| +3% | +$36.3K | 0.32% | 73 |
|
|
2016
Q4 | $1.11M | Sell |
19,046
-39
| -0.2% | -$2.13K | 0.37% | 62 |
|
|
2016
Q3 | $1.03M | Buy |
19,085
+3,821
| +25% | +$245K | 0.35% | 67 |
|
|
2016
Q2 | $1.12M | Sell |
15,264
-41
| -0.3% | -$2.9K | 0.44% | 55 |
|
|
2016
Q1 | $977K | Buy |
15,305
+191
| +1% | +$12K | 0.33% | 62 |
|
|
2015
Q4 | $1.04K | Sell |
15,114
-181
| -1% | -$12K | 0.36% | 58 |
|
|
2015
Q3 | $905K | Sell |
15,295
-183
| -1% | -$11.6K | 0.38% | 64 |
|
|
2015
Q2 | $1.03M | Sell |
15,478
-135
| -0.9% | -$8.9K | 0.4% | 66 |
|
|
2015
Q1 | $1.01K | Sell |
15,613
-220
| -1% | -$13.8K | 0.28% | 68 |
|
|
2014
Q4 | $934K | Sell |
15,833
-416
| -3% | -$23.5K | 0.35% | 66 |
|
|
2014
Q3 | $831K | Sell |
16,249
-527
| -3% | -$26.3K | 0.29% | 77 |
|
|
2014
Q2 | $813K | Buy |
16,776
+213
| +1% | +$10.5K | 0.31% | 81 |
|
|
2014
Q1 | $860K | Buy |
16,563
+187
| +1% | +$9.95K | 0.34% | 74 |
|
|
2013
Q4 | $870K | Buy |
16,376
+385
| +2% | +$19.6K | 0.35% | 77 |
|
|
2013
Q3 | $740K | Buy |
15,991
+84
| +0.5% | +$3.69K | 0.33% | 81 |
|
|
2013
Q2 | $710K | Buy |
+15,907
| New | +$691K | 0.33% | 86 |
|
Other funds holding BMY
VCM
VPM
WBH Advisory's BMY Position: Q1 2026 in Review
WBH Advisory increased its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, buying an estimated $49.6K and bringing the position to 5,257 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #290.
WBH Advisory first reported a position in BMY in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.33M in Q4 2020. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- WBH Advisory held 5,257 shares of Bristol-Myers Squibb worth $325K as of Q1 2026.
- WBH Advisory bought 850 Bristol-Myers Squibb shares in Q1 2026, an estimated $49.6K.
- Bristol-Myers Squibb made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #290 holding.
- WBH Advisory first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 49 quarters since.
- WBH Advisory's Bristol-Myers Squibb position peaked at $1.33M in Q4 2020.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.