WestEnd Advisors’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 | $3.46K | Buy |
60
+7
| +13% | +$402 | ﹤0.01% | 149 |
|
|
2026
Q1 | $3.21K | Hold |
53
| – | – | ﹤0.01% | 122 |
|
|
2025
Q4 | $2.86K | Sell |
53
-8
| -13% | -$385 | ﹤0.01% | 128 |
|
|
2025
Q3 | $2.75K | Sell |
61
-27
| -31% | -$1.26K | ﹤0.01% | 131 |
|
|
2025
Q2 | $4.07K | Buy |
88
+9
| +11% | +$442 | ﹤0.01% | 110 |
|
|
2025
Q1 | $4.82K | Buy |
79
+52
| +193% | +$3.03K | ﹤0.01% | 100 |
|
|
2024
Q4 | $1.53K | Buy |
27
+4
| +17% | +$223 | ﹤0.01% | 111 |
|
|
2024
Q3 | $1.19K | Sell |
23
-2
| -8% | -$94 | ﹤0.01% | 113 |
|
|
2024
Q2 | $1.04K | Sell |
25
-8
| -24% | -$358 | ﹤0.01% | 121 |
|
|
2024
Q1 | $1.79K | Buy |
33
+1
| +3% | +$51 | ﹤0.01% | 92 |
|
|
2023
Q4 | $1.64K | Buy |
32
+2
| +7% | +$105 | ﹤0.01% | 96 |
|
|
2023
Q3 | $1.74K | Buy |
+30
| New | +$1.84K | ﹤0.01% | 85 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$1.76K | – | 80 |
|
|
2022
Q4 | $1.8K | Sell |
25
-2
| -7% | -$151 | ﹤0.01% | 79 |
|
|
2022
Q3 | $2K | Buy |
27
+1
| +4% | +$73 | ﹤0.01% | 82 |
|
|
2022
Q2 | $2K | Buy |
+26
| New | +$1.98K | ﹤0.01% | 87 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1.14K | – | 90 |
|
|
2021
Q4 | $1.06K | Buy |
+17
| New | +$997 | ﹤0.01% | 105 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 97 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 91 |
|
|
2019
Q2 | – | Sell |
-706,697
| Closed | -$33.7M | – | 61 |
|
|
2019
Q1 | $33.7M | Buy |
706,697
+76,013
| +12% | +$3.79M | 3.17% | 23 |
|
|
2018
Q4 | $32.8M | Sell |
630,684
-63,063
| -9% | -$3.39M | 3.52% | 12 |
|
|
2018
Q3 | $43.1M | Sell |
693,747
-19,770
| -3% | -$1.17M | 4.12% | 4 |
|
|
2018
Q2 | $39.5M | Buy |
713,517
+34,634
| +5% | +$1.87M | 4.1% | 2 |
|
|
2018
Q1 | $42.9M | Sell |
678,883
-10,226
| -1% | -$658K | 4.05% | 14 |
|
|
2017
Q4 | $42.2M | Sell |
689,109
-191,262
| -22% | -$12M | 3.9% | 16 |
|
|
2017
Q3 | $56.1M | Sell |
880,371
-46,250
| -5% | -$2.7M | 4.92% | 3 |
|
|
2017
Q2 | $51.6M | Sell |
926,621
-69,850
| -7% | -$3.8M | 4.42% | 15 |
|
|
2017
Q1 | $54.2M | Buy |
996,471
+21,116
| +2% | +$1.16M | 4.53% | 19 |
|
|
2016
Q4 | $57M | Sell |
975,355
-231,717
| -19% | -$12.7M | 4.55% | 14 |
|
|
2016
Q3 | $65.1M | Sell |
1,207,072
-83,973
| -7% | -$5.39M | 4.67% | 17 |
|
|
2016
Q2 | $95M | Buy |
+1,291,045
| New | +$91.2M | 5.04% | 5 |
|
Other funds holding BMY
LMFP
AIM
FWIA
DLA
WestEnd Advisors's BMY Position: Q2 2026 in Review
WestEnd Advisors increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $402 and bringing the position to 60 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #149.
WestEnd Advisors first reported a position in BMY in Q2 2016 and has held it in 28 quarters since. The position peaked at $95M in Q2 2016. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- WestEnd Advisors held 60 shares of Bristol-Myers Squibb worth $3.46K as of Q2 2026.
- WestEnd Advisors bought 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
- Bristol-Myers Squibb made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #149 holding.
- WestEnd Advisors first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 28 quarters since.
- WestEnd Advisors's Bristol-Myers Squibb position peaked at $95M in Q2 2016.
- 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.