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

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

IAM Advisory's BMY Position: Q2 2026 in Review

IAM Advisory increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, buying an estimated $52.6K and bringing the position to 33,075 shares worth $1.91M. The position accounts for 0.37% of the portfolio, ranked #47.

IAM Advisory first reported a position in BMY in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2026. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IAM Advisory held 33,075 shares of Bristol-Myers Squibb worth $1.91M as of Q2 2026.
IAM Advisory bought 916 Bristol-Myers Squibb shares in Q2 2026, an estimated $52.6K.
Bristol-Myers Squibb made up 0.37% of IAM Advisory's portfolio in Q2 2026, its #47 holding.
IAM Advisory first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 13 quarters since.
IAM Advisory's Bristol-Myers Squibb position peaked at $1.95M in Q1 2026.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.