W ADVISORS, LLC BMY — BRISTOL-MYERS SQUIBB CO

Ownership history in W ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported BRISTOL-MYERS SQUIBB CO (BMY) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.74% in 2024 Q1. The latest visible filing shows BMY at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in BRISTOL-MYERS SQUIBB CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BMY was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMY stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held BMY — position size vs. price
% of Fund (quarterly)    BMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,519 +308 +1.7% 0.49% $1.1M 2026-07-31 $65.31
2026 Q1 ADDED — — — 18,211 +232 +1.3% 0.57% $1.1M 2026-04-29 $56.95
2025 Q4 ADDED — — — 17,979 +148 +0.8% 0.49% $970K 2026-02-13 $59.45
2025 Q3 ADDED — — — 17,831 +154 +0.9% 0.42% $804K 2025-11-14 $45.13
2025 Q2 REDUCED — — — 17,677 -764 -4.1% 0.47% $818K 2025-08-07 $43.28
2025 Q1 REDUCED — — — 18,441 -143 -0.8% 0.70% $1.1M 2025-05-13 $43.88
2024 Q4 REDUCED — — — 18,584 -251 -1.3% 0.65% $1.1M 2025-01-22 $53.19
2024 Q3 REDUCED 5.8% +9.6% ❌ 18,835 -1,151 -5.8% 0.60% $975K 2024-10-28 $48.51
2024 Q2 ADDED — — — 19,986 +176 +0.9% 0.54% $830K 2024-08-06 $43.11
2024 Q1 ADDED — — — 19,810 +73 +0.4% 0.74% $1.1M 2024-04-25 $40.13
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMY

As of 2026 Q2 — sorted by position size

CHIRON CAPITAL MANAGEMENT, LLC 3Y 10.7% Nepsis Inc. 3Y 7Y 5.05% COLRAIN CAPITAL LLC 3Y 7Y 4.06% Catherine Avery Investment Management LLC 3.02% F&V Capital Management, LLC 3Y 7Y 3.0% Miramar Capital, LLC 3Y 7Y 2.74% Leibman Financial Services, Inc. 2.64% CAMBIAR INVESTORS LLC 3Y 7Y 2.54% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 2.33% Keystone Financial Planning, Inc. 3Y 7Y 2.33%

FAQ About W ADVISORS, LLC and BMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has W ADVISORS, LLC reported owning BMY?

W ADVISORS, LLC reported BMY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BMY position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BMY was 0.74% in 2024 Q1.

What is the latest reported BMY position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 18,519 shares, equal to 0.49% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BMY ownership page compare?

The chart compares W ADVISORS, LLC's quarterly BMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did W ADVISORS, LLC time their BMY position?

Based on 13F filing dates vs. subsequent BMY price moves, W ADVISORS, LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on BMY relative to SPY over the holding period was -13.7%.

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