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Westbourne Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Westbourne Investment Advisors’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
Q2 		$258K Hold
4,477
– – 0.07% 101
2026
Q1 		$272K Buy
4,477
+100
+2% +$5.83K 0.08% 97
2025
Q4 		$236K Buy
+4,377
New +$211K 0.07% 104
2025
Q3 		– Sell
-4,377
Closed -$203K – 118
2025
Q2 		$203K Hold
4,377
– – 0.06% 104
2025
Q1 		$267K Sell
4,377
-100
-2% -$5.83K 0.09% 77
2024
Q4 		$253K Sell
4,477
-400
-8% -$22.4K 0.09% 80
2024
Q3 		$252K Sell
4,877
-100
-2% -$4.69K 0.09% 82
2024
Q2 		$207K Sell
4,977
-1,700
-25% -$76.1K 0.08% 83
2024
Q1 		$362K Hold
6,677
– – 0.13% 73
2023
Q4 		$343K Sell
6,677
-100
-1% -$5.25K 0.14% 73
2023
Q3 		$393K Buy
6,777
+100
+1% +$6.13K 0.18% 69
2023
Q2 		$427K Hold
6,677
– – 0.19% 70
2023
Q1 		$463K Buy
6,677
+100
+2% +$7.05K 0.22% 68
2022
Q4 		$473K Hold
6,577
– – 0.24% 65
2022
Q3 		$468K Sell
6,577
-1,183
-15% -$85.8K 0.25% 66
2022
Q2 		$598K Hold
7,760
– – 0.37% 55
2022
Q1 		$567K Sell
7,760
-1,100
-12% -$73.9K 0.23% 62
2021
Q4 		$552K Buy
8,860
+200
+2% +$11.7K 0.22% 65
2021
Q3 		$512K Sell
8,660
-500
-5% -$32.9K 0.23% 58
2021
Q2 		$612K Sell
9,160
-200
-2% -$13K 0.28% 55
2021
Q1 		$591K Sell
9,360
-350
-4% -$21.8K 0.29% 54
2020
Q4 		$602K Sell
9,710
-300
-3% -$18.4K 0.35% 49
2020
Q3 		$604K Sell
10,010
-2,210
-18% -$133K 0.69% 29
2020
Q2 		$719K Sell
12,220
-3,020
-20% -$181K 0.89% 25
2020
Q1 		$849K Sell
15,240
-4,835
-24% -$296K 0.78% 37
2019
Q4 		$1.29M Sell
20,075
-2,895
-13% -$166K 0.88% 33
2019
Q3 		$1.17M Sell
22,970
-5,205
-18% -$245K 0.87% 35
2019
Q2 		$1.28M Sell
28,175
-2,850
-9% -$133K 1.04% 29
2019
Q1 		$1.48M Sell
31,025
-11,525
-27% -$574K 1.13% 26
2018
Q4 		$2.21M Sell
42,550
-2,120
-5% -$114K 1.91% 15
2018
Q3 		$2.77M Sell
44,670
-1,655
-4% -$98.2K 2.01% 12
2018
Q2 		$2.56M Buy
46,325
+3,800
+9% +$205K 2.21% 12
2018
Q1 		$2.69M Sell
42,525
-6,410
-13% -$412K 2.15% 10
2017
Q4 		$3M Sell
48,935
-1,075
-2% -$67.2K 2.28% 9
2017
Q3 		$3.19M Sell
50,010
-640
-1% -$37.4K 2.49% 8
2017
Q2 		$2.82M Buy
50,650
+25
+0% +$1.36K 2.3% 9
2017
Q1 		$2.75M Buy
50,625
+7,290
+17% +$400K 2.27% 10
2016
Q4 		$2.53M Buy
43,335
+4,510
+12% +$247K 2.21% 12
2016
Q3 		$2.09M Buy
38,825
+11,730
+43% +$753K 1.85% 15
2016
Q2 		$1.99M Sell
27,095
-2,145
-7% -$152K 1.8% 15
2016
Q1 		$1.87M Sell
29,240
-200
-0.7% -$12.6K 1.79% 18
2015
Q4 		$2.02M Buy
29,440
+650
+2% +$43K 1.96% 15
2015
Q3 		$1.7M Buy
28,790
+1,755
+6% +$111K 1.71% 19
2015
Q2 		$1.8M Buy
+27,035
New +$1.78M 1.64% 19

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westbourne Investment Advisors's BMY Position: Q2 2026 in Review

Westbourne Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,477 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #101.

Westbourne Investment Advisors first reported a position in BMY in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.19M in Q3 2017. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Westbourne Investment Advisors held 4,477 shares of Bristol-Myers Squibb worth $258K as of Q2 2026.
  • Westbourne Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.07% of Westbourne Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Westbourne Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 44 quarters since.
  • Westbourne Investment Advisors's Bristol-Myers Squibb position peaked at $3.19M in Q3 2017.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.