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Wealth Advisors of Tampa Bay’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Advisors of Tampa Bay’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 		$4.39M Sell
72,334
-140
-0.2% -$8.16K 1.45% 26
2025
Q4 		$3.91M Sell
72,474
-5,022
-6% -$242K 1.35% 31
2025
Q3 		$3.5M Buy
77,496
+3,430
+5% +$160K 1.16% 37
2025
Q2 		$3.43M Buy
74,066
+4,260
+6% +$209K 1.29% 33
2025
Q1 		$4.26M Sell
69,806
-1,972
-3% -$115K 1.73% 21
2024
Q4 		$4.06M Buy
71,778
+306
+0.4% +$17.1K 1.74% 22
2024
Q3 		$3.7M Sell
71,472
-290
-0.4% -$13.6K 1.54% 27
2024
Q2 		$2.98M Buy
71,762
+4,280
+6% +$192K 1.39% 29
2024
Q1 		$3.66M Buy
67,482
+5,315
+9% +$271K 1.74% 24
2023
Q4 		$3.19M Sell
62,167
-66,151
-52% -$3.47M 1.6% 27
2023
Q3 		$7.45M Buy
128,318
+64,597
+101% +$3.96M 2.05% 17
2023
Q2 		$4.07M Sell
63,721
-30
-0% -$2.01K 2.23% 13
2023
Q1 		$4.42M Buy
63,751
+919
+1% +$64.8K 2.53% 10
2022
Q4 		$4.52M Buy
62,832
+755
+1% +$56.9K 2.8% 9
2022
Q3 		$4.41M Sell
62,077
-60,123
-49% -$4.36M 3.03% 6
2022
Q2 		$9.41M Sell
122,200
-800
-0.7% -$60.9K 2.91% 5
2022
Q1 		$8.98M Sell
123,000
-2,680
-2% -$180K 2.43% 9
2021
Q4 		$7.84M Buy
125,680
+63,116
+101% +$3.7M 1.92% 13
2021
Q3 		$3.7M Buy
62,564
+294
+0.5% +$19.4K 2.05% 13
2021
Q2 		$4.16M Buy
62,270
+202
+0.3% +$13.2K 2.32% 9
2021
Q1 		$3.92M Buy
62,068
+2,479
+4% +$154K 2.32% 7
2020
Q4 		$3.7M Sell
59,589
-285
-0.5% -$17.5K 2.58% 6
2020
Q3 		$3.61M Buy
59,874
+2,844
+5% +$171K 2.68% 5
2020
Q2 		$3.35M Sell
57,030
-528
-0.9% -$31.6K 2.8% 5
2020
Q1 		$3.21M Buy
57,558
+2,359
+4% +$144K 3.59% 5
2019
Q4 		$3.54M Buy
55,199
+8,194
+17% +$469K 3.26% 6
2019
Q3 		$2.38M Sell
47,005
-6,255
-12% -$294K 1.98% 23
2019
Q2 		$2.42M Buy
53,260
+9,065
+21% +$422K 1.75% 27
2019
Q1 		$2.11M Buy
44,195
+145
+0.3% +$7.22K 1.53% 29
2018
Q4 		$2.29M Buy
+44,050
New +$2.37M 1.86% 23

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Advisors of Tampa Bay's BMY Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Bristol-Myers Squibb (BMY) stake by 0.19% in Q1 2026, selling an estimated $8.16K and leaving 72,334 shares worth $4.39M. The position accounts for 1.45% of the portfolio, ranked #26.

Wealth Advisors of Tampa Bay first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.41M in Q2 2022. 2,526 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 72,334 shares of Bristol-Myers Squibb worth $4.39M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 140 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.16K.
  • Bristol-Myers Squibb made up 1.45% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #26 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • Wealth Advisors of Tampa Bay's Bristol-Myers Squibb position peaked at $9.41M in Q2 2022.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.