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 Q2	$241K	Hold	4,182	–	–	0.04%	219
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westover Capital Advisors's BMY Position: Q2 2026 in Review

Westover Capital Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,182 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #219.

Westover Capital Advisors first reported a position in BMY in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.63M in Q4 2019. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Westover Capital Advisors held 4,182 shares of Bristol-Myers Squibb worth $241K as of Q2 2026.
Westover Capital Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Westover Capital Advisors's portfolio in Q2 2026, its #219 holding.
Westover Capital Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 26 quarters since.
Westover Capital Advisors's Bristol-Myers Squibb position peaked at $2.63M in Q4 2019.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.