Wealthfront Advisers’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 | $25.9M | Buy |
427,748
+72,630
| +20% | +$4.23M | 0.06% | 115 |
|
|
2025
Q4 | $19.2M | Buy |
355,118
+21,704
| +7% | +$1.04M | 0.04% | 139 |
|
|
2025
Q3 | $15M | Sell |
333,414
-17,324
| -5% | -$809K | 0.04% | 162 |
|
|
2025
Q2 | $16.2M | Sell |
350,738
-15,045
| -4% | -$739K | 0.04% | 142 |
|
|
2025
Q1 | $22.3M | Buy |
365,783
+116,178
| +47% | +$6.77M | 0.06% | 98 |
|
|
2024
Q4 | $14.1M | Buy |
249,605
+149,692
| +150% | +$8.36M | 0.04% | 135 |
|
|
2024
Q3 | $5.17M | Buy |
99,913
+71,914
| +257% | +$3.37M | 0.02% | 302 |
|
|
2024
Q2 | $1.16M | Sell |
27,999
-51,933
| -65% | -$2.32M | ﹤0.01% | 599 |
|
|
2024
Q1 | $4.33M | Sell |
79,932
-56,532
| -41% | -$2.88M | 0.02% | 304 |
|
|
2023
Q4 | $7M | Sell |
136,464
-6,593
| -5% | -$346K | 0.03% | 176 |
|
|
2023
Q3 | $8.3M | Sell |
143,057
-47,216
| -25% | -$2.89M | 0.04% | 139 |
|
|
2023
Q2 | $12.2M | Buy |
190,273
+6,285
| +3% | +$421K | 0.05% | 102 |
|
|
2023
Q1 | $12.8M | Sell |
183,988
-60,632
| -25% | -$4.28M | 0.06% | 95 |
|
|
2022
Q4 | $17.6M | Buy |
244,620
+2,303
| +1% | +$174K | 0.09% | 63 |
|
|
2022
Q3 | $17.2M | Buy |
242,317
+5,276
| +2% | +$383K | 0.09% | 61 |
|
|
2022
Q2 | $18.3M | Buy |
237,041
+35,663
| +18% | +$2.72M | 0.09% | 61 |
|
|
2022
Q1 | $14.7M | Buy |
201,378
+81,853
| +68% | +$5.5M | 0.06% | 67 |
|
|
2021
Q4 | $7.45M | Buy |
119,525
+14,230
| +14% | +$835K | 0.03% | 135 |
|
|
2021
Q3 | $6.23M | Sell |
105,295
-34,393
| -25% | -$2.26M | 0.03% | 128 |
|
|
2021
Q2 | $9.33M | Buy |
139,688
+2,199
| +2% | +$143K | 0.04% | 81 |
|
|
2021
Q1 | $8.68M | Buy |
137,489
+8,813
| +7% | +$548K | 0.05% | 74 |
|
|
2020
Q4 | $7.98M | Buy |
128,676
+1,860
| +1% | +$114K | 0.05% | 71 |
|
|
2020
Q3 | $7.65M | Buy |
126,816
+9,723
| +8% | +$585K | 0.05% | 68 |
|
|
2020
Q2 | $6.88M | Buy |
117,093
+2,920
| +3% | +$175K | 0.05% | 68 |
|
|
2020
Q1 | $6.36M | Buy |
114,173
+15,851
| +16% | +$969K | 0.06% | 58 |
|
|
2019
Q4 | $6.31M | Buy |
98,322
+53,321
| +118% | +$3.05M | 0.05% | 66 |
|
|
2019
Q3 | $2.28M | Buy |
45,001
+24,759
| +122% | +$1.16M | 0.02% | 148 |
|
|
2019
Q2 | $918K | Buy |
20,242
+4,096
| +25% | +$191K | 0.01% | 295 |
|
|
2019
Q1 | $770K | Sell |
16,146
-24,067
| -60% | -$1.2M | 0.01% | 302 |
|
|
2018
Q4 | $2.09M | Buy |
+40,213
| New | +$2.16M | 0.02% | 122 |
|
Other funds holding BMY
VCM
VPM
Wealthfront Advisers's BMY Position: Q1 2026 in Review
Wealthfront Advisers increased its Bristol-Myers Squibb (BMY) stake by 20% in Q1 2026, buying an estimated $4.23M and bringing the position to 427,748 shares worth $25.9M. The position accounts for 0.06% of the portfolio, ranked #115.
Wealthfront Advisers first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Wealthfront Advisers held 427,748 shares of Bristol-Myers Squibb worth $25.9M as of Q1 2026.
- Wealthfront Advisers bought 72,630 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.23M.
- Bristol-Myers Squibb made up 0.06% of Wealthfront Advisers's portfolio in Q1 2026, its #115 holding.
- Wealthfront Advisers first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.