Welch & Forbes’s Bristol-Myers Squibb BMY Stock Holding History

Welch & Forbes’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	$5.72M	Buy	94,324 +318	+0.3%	+$18.5K	0.07%	122
2025 Q4	$5.07M	Sell	94,006 -3,472	-4%	-$167K	0.06%	126
2025 Q3	$4.4M	Sell	97,478 -3,028	-3%	-$141K	0.05%	132
2025 Q2	$4.65M	Sell	100,506 -2,625	-3%	-$129K	0.06%	130
2025 Q1	$6.29M	Sell	103,131 -2,600	-2%	-$152K	0.08%	114
2024 Q4	$5.98M	Sell	105,731 -1,988	-2%	-$111K	0.08%	118
2024 Q3	$5.57M	Sell	107,719 -4,390	-4%	-$206K	0.07%	126
2024 Q2	$4.58M	Sell	112,109 -11,799	-10%	-$528K	0.06%	129
2024 Q1	$6.72M	Sell	123,908 -11,796	-9%	-$601K	0.09%	113
2023 Q4	$6.96M	Sell	135,704 -14,928	-10%	-$784K	0.11%	110
2023 Q3	$8.74M	Sell	150,632 -9,562	-6%	-$586K	0.14%	100
2023 Q2	$10.2M	Sell	160,194 -2,797	-2%	-$188K	0.16%	100
2023 Q1	$11.3M	Sell	162,991 -5,015	-3%	-$354K	0.19%	98
2022 Q4	$12.1M	Buy	168,006 +3,127	+2%	+$236K	0.22%	96
2022 Q3	$11.7M	Sell	164,879 -206	-0.1%	-$14.9K	0.23%	90
2022 Q2	$12.7M	Sell	165,085 -9,164	-5%	-$698K	0.23%	90
2022 Q1	$12.7M	Buy	174,249 +6,405	+4%	+$430K	0.2%	96
2021 Q4	$10.5M	Sell	167,844 -17,384	-9%	-$1.02M	0.16%	108
2021 Q3	$11M	Sell	185,228 -9,702	-5%	-$639K	0.18%	103
2021 Q2	$13M	Sell	194,930 -3,994	-2%	-$260K	0.22%	95
2021 Q1	$12.6M	Sell	198,924 -9,310	-4%	-$579K	0.23%	94
2020 Q4	$12.9M	Sell	208,234 -5,925	-3%	-$364K	0.25%	87
2020 Q3	$12.9M	Buy	214,159 +1,856	+0.9%	+$112K	0.28%	84
2020 Q2	$12.5M	Sell	212,303 -2,016	-0.9%	-$121K	0.29%	82
2020 Q1	$11.9M	Sell	214,319 -4,345	-2%	-$266K	0.33%	80
2019 Q4	$14M	Buy	218,664 +6,610	+3%	+$379K	0.31%	85
2019 Q3	$10.8M	Buy	212,054 +9,050	+4%	+$425K	0.26%	93
2019 Q2	$9.21M	Buy	203,004 +26,336	+15%	+$1.23M	0.22%	102
2019 Q1	$8.43M	Sell	176,668 -38,632	-18%	-$1.92M	0.21%	104
2018 Q4	$11.2M	Sell	215,300 -6,263	-3%	-$337K	0.32%	83
2018 Q3	$13.8M	Sell	221,563 -3,462	-2%	-$205K	0.33%	86
2018 Q2	$12.5M	Sell	225,025 -4,753	-2%	-$257K	0.32%	88
2018 Q1	$14.5M	Sell	229,778 -254	-0.1%	-$16.3K	0.37%	82
2017 Q4	$14.1M	Sell	230,032 -4,069	-2%	-$255K	0.38%	78
2017 Q3	$14.9M	Sell	234,101 -1,368	-0.6%	-$79.9K	0.39%	82
2017 Q2	$13.1M	Sell	235,469 -6,051	-3%	-$329K	0.37%	82
2017 Q1	$13.1M	Sell	241,520 -43,296	-15%	-$2.37M	0.38%	81
2016 Q4	$16.6M	Sell	284,816 -2,348	-0.8%	-$128K	0.5%	72
2016 Q3	$15.5M	Buy	287,164 +936	+0.3%	+$60.1K	0.54%	65
2016 Q2	$21.1M	Buy	286,228 +21,062	+8%	+$1.49M	0.64%	56
2016 Q1	$16.9M	Buy	265,166 +18,657	+8%	+$1.18M	0.53%	64
2015 Q4	$17M	Buy	246,509 +16,232	+7%	+$1.07M	0.54%	65
2015 Q3	$13.6M	Buy	230,277 +5,503	+2%	+$349K	0.46%	69
2015 Q2	$15M	Buy	224,774 +21,472	+11%	+$1.42M	0.47%	69
2015 Q1	$13.1M	Sell	203,302 -4,410	-2%	-$276K	0.39%	75
2014 Q4	$12.3M	Buy	207,712 +1,444	+0.7%	+$81.4K	0.36%	78
2014 Q3	$10.6M	Sell	206,268 -550	-0.3%	-$27.5K	0.32%	84
2014 Q2	$10M	Sell	206,818 -2,402	-1%	-$118K	0.32%	85
2014 Q1	$10.9M	Sell	209,220 -6,698	-3%	-$356K	0.34%	83
2013 Q4	$11.5M	Sell	215,918 -248	-0.1%	-$12.6K	0.36%	81
2013 Q3	$10M	Buy	216,166 +426	+0.2%	+$18.7K	0.34%	84
2013 Q2	$9.64M	Buy	+215,740	New	+$9.37M	0.34%	81