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BMYBMY
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in BRISTOL-MYERS SQUIBB CO

Steward Partners Investment Advisory, LLC holds 277,131 shares of BMY (BRISTOL-MYERS SQUIBB CO), worth $16M as of 2026-Q2. The position was increased (+13.5% shares). BMY represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$16M

Current Shares

277,131

Total Value Change

+$13.5M

Total Shares Change

+226,155

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
277,131
+13.5%
$16M0.1%$56.98
32
2026-Q1
Increased
244,135
+30.7%
$14.8M0.1%$61.22
36
2025-Q4
Increased
186,759
+43.4%
$10.1M0.1%$53.58
37
2025-Q3
Decreased
130,253
-13.1%
$5.9M0.0%$43.04
0
2025-Q2
Decreased
149,910
-9.8%
$6.9M0.1%$44.60
0
2025-Q1
Increased
166,188
+6.0%
$10.1M0.1%$57.13
29
2024-Q4
Increased
156,751
+5.1%
$8.9M0.1%$52.78
29
2024-Q3
Increased
149,127
+51.2%
$7.7M0.1%$47.40
38
2024-Q2
Decreased
98,600
-6.4%
$4.1M0.0%$38.09
0
2024-Q1
Increased
105,308
+9.4%
$5.7M0.1%$49.17
30
2023-Q4
Decreased
96,216
-6.9%
$4.9M0.1%$45.98
0
2023-Q3
Decreased
103,327
-32.0%
$6M0.1%$51.49
0
2023-Q2
Increased
151,943
+1.5%
$9.7M0.1%$56.28
33
2023-Q1
Decreased
149,745
-12.8%
$10.4M0.2%$59.48
0
2022-Q4
Decreased
171,638
-4.2%
$12.3M0.2%$62.26
0
2022-Q3
Increased
179,133
+49.1%
$12.7M0.2%$61.59
46
2022-Q2
Decreased
120,115
-4.9%
$9.2M0.2%$66.76
0
2022-Q1
Decreased
126,297
-0.1%
$9.2M0.1%$62.42
0
2021-Q4
Decreased
126,407
-44.6%
$7.9M0.1%$52.47
0
2021-Q3
Increased
228,218
+36.9%
$13.5M0.2%$50.47
44
2021-Q2
Decreased
166,735
-58.8%
$11.1M0.2%$54.77
0
2021-Q1
Increased
404,760
+130.6%
$12.8B0.2%$51.91
62
2020-Q4
Decreased
175,555
-4.9%
$10.9M0.2%$50.37
0
2020-Q3
Increased
184,541
+13.3%
$11.1M0.3%$48.37
38
2020-Q2
Increased
162,946
+12.0%
$9.6M0.3%$46.32
37
2020-Q1
Increased
145,443
+1.3%
$8.1M0.3%$43.23
33
2019-Q4
Increased
143,617
+20.9%
$9.2M0.3%$50.29
39
2019-Q3
Increased
118,757
+0.8%
$6M0.2%$39.30
33
2019-Q2
Increased
117,810
+131.1%
$5.3M0.2%$35.18
52
2019-Q1
New
50,976
-
$2.4M0.1%$36.69
43

Other major holders of BMY: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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