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IAM Advisory’s Bristol-Myers Squibb BMY Stock Holding History

IAM Advisory’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 		$1.91M Buy
33,075
+916
+3% +$52.6K 0.37% 47
2026
Q1 		$1.95M Buy
32,159
+1,396
+5% +$81.4K 0.44% 37
2025
Q4 		$1.66M Buy
+30,763
New +$1.48M 0.37% 43
2023
Q3 		– Sell
-20,063
Closed -$1.28M – 96
2023
Q2 		$1.28M Buy
20,063
+1,370
+7% +$91.9K 0.44% 39
2023
Q1 		$1.3M Buy
18,693
+2,067
+12% +$146K 0.45% 37
2022
Q4 		$1.2M Buy
16,626
+814
+5% +$61.4K 0.44% 34
2022
Q3 		$1.12M Buy
15,812
+1,427
+10% +$104K 0.47% 34
2022
Q2 		$1.11M Buy
14,385
+556
+4% +$42.3K 0.46% 34
2022
Q1 		$1.01M Buy
13,829
+584
+4% +$39.2K 0.41% 39
2021
Q4 		$862K Buy
13,245
+1,632
+14% +$95.7K 0.34% 46
2021
Q3 		$667K Buy
+11,613
New +$765K 0.28% 53
2021
Q2 		– Sell
-10,504
Closed -$667K – 54
2021
Q1 		$667K Buy
10,504
+327
+3% +$20.3K 0.29% 49
2020
Q4 		$631K Buy
+10,177
New +$626K 0.32% 47

Other funds holding BMY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return