West Branch 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
Q2 | $135K | Sell |
2,350
-400
| -15% | -$23K | 0.03% | 97 |
|
|
2026
Q1 | $167K | Sell |
2,750
-98
| -3% | -$5.71K | 0.04% | 84 |
|
|
2025
Q4 | $154K | Buy |
2,848
+85
| +3% | +$4.09K | 0.04% | 90 |
|
|
2025
Q3 | $125K | Buy |
2,763
+400
| +17% | +$18.7K | 0.03% | 105 |
|
|
2025
Q2 | $109K | Sell |
2,363
-500
| -17% | -$24.5K | 0.03% | 109 |
|
|
2025
Q1 | $175K | Hold |
2,863
| – | – | 0.06% | 85 |
|
|
2024
Q4 | $162K | Hold |
2,863
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $148K | Buy |
2,863
+13
| +0.5% | +$610 | 0.05% | 96 |
|
|
2024
Q2 | $118K | Buy |
2,850
+600
| +27% | +$26.8K | 0.04% | 110 |
|
|
2024
Q1 | $122K | Sell |
2,250
-145
| -6% | -$7.39K | 0.05% | 111 |
|
|
2023
Q4 | $123K | Sell |
2,395
-1,519
| -39% | -$79.7K | 0.06% | 97 |
|
|
2023
Q3 | $227K | Sell |
3,914
-82
| -2% | -$5.02K | 0.12% | 73 |
|
|
2023
Q2 | $256K | Sell |
3,996
-355
| -8% | -$23.8K | 0.13% | 69 |
|
|
2023
Q1 | $302K | Sell |
4,351
-192
| -4% | -$13.5K | 0.17% | 64 |
|
|
2022
Q4 | $327K | Buy |
4,543
+8
| +0.2% | +$603 | 0.2% | 58 |
|
|
2022
Q3 | $322K | Buy |
4,535
+8
| +0.2% | +$580 | 0.2% | 59 |
|
|
2022
Q2 | $349K | Buy |
4,527
+316
| +8% | +$24.1K | 0.2% | 58 |
|
|
2022
Q1 | $308K | Sell |
4,211
-292
| -6% | -$19.6K | 0.15% | 68 |
|
|
2021
Q4 | $281K | Sell |
4,503
-68
| -1% | -$3.99K | 0.12% | 73 |
|
|
2021
Q3 | $270K | Sell |
4,571
-54
| -1% | -$3.56K | 0.13% | 73 |
|
|
2021
Q2 | $309K | Buy |
4,625
+12
| +0.3% | +$782 | 0.15% | 71 |
|
|
2021
Q1 | $291K | Sell |
4,613
-1,326
| -22% | -$82.5K | 0.17% | 68 |
|
|
2020
Q4 | $368K | Sell |
5,939
-518
| -8% | -$31.9K | 0.22% | 63 |
|
|
2020
Q3 | $389K | Sell |
6,457
-9,841
| -60% | -$592K | 0.25% | 60 |
|
|
2020
Q2 | $958K | Buy |
16,298
+6,491
| +66% | +$388K | 0.67% | 40 |
|
|
2020
Q1 | $547K | Buy |
9,807
+341
| +4% | +$20.8K | 0.52% | 45 |
|
|
2019
Q4 | $608K | Buy |
9,466
+4,168
| +79% | +$239K | 0.42% | 59 |
|
|
2019
Q3 | $269K | Sell |
5,298
-465
| -8% | -$21.9K | 0.2% | 72 |
|
|
2019
Q2 | $261K | Sell |
5,763
-328
| -5% | -$15.3K | 0.22% | 79 |
|
|
2019
Q1 | $291K | Sell |
6,091
-104
| -2% | -$5.18K | 0.26% | 66 |
|
|
2018
Q4 | $322K | Sell |
6,195
-1,173
| -16% | -$63K | 0.34% | 56 |
|
|
2018
Q3 | $457K | Sell |
7,368
-5
| -0.1% | -$297 | 0.34% | 61 |
|
|
2018
Q2 | $408K | Buy |
7,373
+2,921
| +66% | +$158K | 0.32% | 64 |
|
|
2018
Q1 | $282K | Buy |
+4,452
| New | +$286K | 0.31% | 56 |
|
Other funds holding BMY
LMFP
AIM
FWIA
DLA
West Branch Capital's BMY Position: Q2 2026 in Review
West Branch Capital reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, selling an estimated $23K and leaving 2,350 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #97.
West Branch Capital first reported a position in BMY in Q1 2018 and has held it in 34 quarters since. The position peaked at $958K in Q2 2020. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- West Branch Capital held 2,350 shares of Bristol-Myers Squibb worth $135K as of Q2 2026.
- West Branch Capital sold 400 Bristol-Myers Squibb shares in Q2 2026, an estimated $23K.
- Bristol-Myers Squibb made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #97 holding.
- West Branch Capital first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's Bristol-Myers Squibb position peaked at $958K in Q2 2020.
- 706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.