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Westover Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Westover Capital 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
Q1 		$254K Hold
4,182
– – 0.05% 211
2025
Q4 		$226K Buy
+4,182
New +$201K 0.04% 219
2025
Q2 		– Sell
-4,182
Closed -$255K – 226
2025
Q1 		$255K Hold
4,182
– – 0.06% 205
2024
Q4 		$237K Hold
4,182
– – 0.05% 212
2024
Q3 		$216K Buy
+4,182
New +$196K 0.04% 231
2023
Q3 		– Sell
-3,686
Closed -$236K – 174
2023
Q2 		$236K Sell
3,686
-220
-6% -$14.8K 0.08% 160
2023
Q1 		$271K Hold
3,906
– – 0.1% 137
2022
Q4 		$281K Buy
3,906
+174
+5% +$13.1K 0.11% 127
2022
Q3 		$265K Sell
3,732
-173
-4% -$12.6K 0.1% 132
2022
Q2 		$301K Sell
3,905
-20
-0.5% -$1.52K 0.11% 129
2022
Q1 		$287K Sell
3,925
-190
-5% -$12.8K 0.09% 148
2021
Q4 		$257K Sell
4,115
-34,042
-89% -$2M 0.07% 158
2021
Q3 		$2.26M Buy
38,157
+2,940
+8% +$194K 0.71% 45
2021
Q2 		$2.35M Sell
35,217
-645
-2% -$42.1K 0.75% 41
2021
Q1 		$2.26M Sell
35,862
-1,200
-3% -$74.7K 0.78% 39
2020
Q4 		$2.3M Sell
37,062
-396
-1% -$24.4K 0.83% 33
2020
Q3 		$2.26M Buy
37,458
+231
+0.6% +$13.9K 0.93% 33
2020
Q2 		$2.19M Sell
37,227
-2,375
-6% -$142K 1.03% 32
2020
Q1 		$2.21M Sell
39,602
-1,438
-4% -$87.9K 1.19% 30
2019
Q4 		$2.63M Buy
41,040
+28,066
+216% +$1.61M 1.18% 28
2019
Q3 		$658K Buy
12,974
+7,021
+118% +$330K 0.31% 71
2019
Q2 		$270K Buy
+5,953
New +$277K 0.13% 108
2014
Q1 		– Sell
-6,500
Closed -$345K – 81
2013
Q4 		$345K Hold
6,500
– – 0.33% 61
2013
Q3 		$301K Hold
6,500
– – 0.31% 63
2013
Q2 		$290K Buy
+6,500
New +$282K 0.28% 64

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westover Capital Advisors's BMY Position: Q1 2026 in Review

Westover Capital Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,182 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #211.

Westover Capital Advisors first reported a position in BMY in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.63M in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Westover Capital Advisors held 4,182 shares of Bristol-Myers Squibb worth $254K as of Q1 2026.
  • Westover Capital Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.05% of Westover Capital Advisors's portfolio in Q1 2026, its #211 holding.
  • Westover Capital Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 25 quarters since.
  • Westover Capital Advisors's Bristol-Myers Squibb position peaked at $2.63M in Q4 2019.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.