IAG Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

IAG Wealth Partners’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	$20.3K	Hold	335	–	–	﹤0.01%	300
2025 Q4	$18.1K	Hold	335	–	–	﹤0.01%	303
2025 Q3	$15.1K	Hold	335	–	–	﹤0.01%	337
2025 Q2	$15.5K	Hold	335	–	–	﹤0.01%	303
2025 Q1	$20.4K	Hold	335	–	–	﹤0.01%	275
2024 Q4	$18.9K	Hold	335	–	–	﹤0.01%	287
2024 Q3	$17.3K	Sell	335 -79	-19%	-$3.71K	﹤0.01%	286
2024 Q2	$17.2K	Buy	414 +79	+24%	+$3.54K	﹤0.01%	283
2024 Q1	$18.2K	Hold	335	–	–	﹤0.01%	249
2023 Q4	$17.2K	Hold	335	–	–	﹤0.01%	244
2023 Q3	$19.4K	Hold	335	–	–	0.01%	229
2023 Q2	$21.4K	Hold	335	–	–	0.01%	233
2023 Q1	$23.2K	Hold	335	–	–	0.01%	211
2022 Q4	$24.1K	Sell	335 -12	-3%	-$905	0.01%	194
2022 Q3	$25K	Sell	347 -5	-1%	-$363	0.01%	181
2022 Q2	$27K	Buy	352 +17	+5%	+$1.29K	0.01%	173
2022 Q1	$24K	Hold	335	–	–	0.01%	200
2021 Q4	$21K	Hold	335	–	–	0.01%	221
2021 Q3	$20K	Hold	335	–	–	0.01%	198
2021 Q2	$23K	Hold	335	–	–	0.01%	181
2021 Q1	$22K	Hold	335	–	–	0.01%	175
2020 Q4	$21K	Hold	335	–	–	0.01%	156
2020 Q3	$21K	Hold	335	–	–	0.01%	156
2020 Q2	$20K	Hold	335	–	–	0.01%	164
2020 Q1	$19K	Hold	335	–	–	0.01%	152
2019 Q4	$22K	Buy	+335	New	+$19.2K	0.01%	168

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's BMY Position: Q1 2026 in Review

IAG Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 335 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

IAG Wealth Partners first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $27K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

IAG Wealth Partners held 335 shares of Bristol-Myers Squibb worth $20.3K as of Q1 2026.
IAG Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #300 holding.
IAG Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Bristol-Myers Squibb position peaked at $27K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.