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IEQ Capital’s Bristol-Myers Squibb BMY Stock Holding History

IEQ Capital’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 		$72.2M Sell
1,252,740
-468,885
-27% -$26.9M 0.33% 57
2026
Q1 		$104M Buy
1,721,625
+267,368
+18% +$15.6M 0.48% 32
2025
Q4 		$78.4M Buy
1,454,257
+1,128,547
+346% +$54.3M 0.23% 45
2025
Q3 		$14.7M Buy
325,710
+168,346
+107% +$7.86M 0.04% 240
2025
Q2 		$7.28M Sell
157,364
-15,159
-9% -$744K 0.04% 319
2025
Q1 		$10.5M Buy
172,523
+37,362
+28% +$2.18M 0.08% 183
2024
Q4 		$7.64M Buy
135,161
+38,895
+40% +$2.17M 0.07% 181
2024
Q3 		$4.98M Buy
96,266
+34,739
+56% +$1.63M 0.06% 198
2024
Q2 		$2.56M Sell
61,527
-8,957
-13% -$401K 0.03% 287
2024
Q1 		$3.82M Buy
70,484
+11,546
+20% +$588K 0.05% 220
2023
Q4 		$3.02M Sell
58,938
-4,555
-7% -$239K 0.05% 223
2023
Q3 		$3.69M Sell
63,493
-14,902
-19% -$913K 0.08% 168
2023
Q2 		$5.01M Buy
78,395
+503
+0.6% +$33.7K 0.1% 138
2023
Q1 		$5.4M Buy
77,892
+1,323
+2% +$93.3K 0.13% 119
2022
Q4 		$5.51M Buy
76,569
+11,489
+18% +$866K 0.15% 113
2022
Q3 		$4.63M Buy
65,080
+17,077
+36% +$1.24M 0.13% 120
2022
Q2 		$3.7M Buy
48,003
+7,732
+19% +$589K 0.11% 126
2022
Q1 		$2.94M Buy
40,271
+7,636
+23% +$513K 0.07% 165
2021
Q4 		$2.04M Buy
32,635
+20
+0.1% +$1.17K 0.05% 200
2021
Q3 		$1.93M Sell
32,615
-472
-1% -$31.1K 0.05% 191
2021
Q2 		$2.21M Buy
33,087
+6,230
+23% +$406K 0.07% 162
2021
Q1 		$1.7M Buy
26,857
+3,063
+13% +$191K 0.07% 156
2020
Q4 		$1.48M Buy
23,794
+1,437
+6% +$88.4K 0.07% 141
2020
Q3 		$1.35M Sell
22,357
-55
-0.2% -$3.31K 0.07% 145
2020
Q2 		$1.32M Sell
22,412
-6,179
-22% -$370K 0.09% 131
2020
Q1 		$1.59M Buy
28,591
+5,014
+21% +$306K 0.13% 107
2019
Q4 		$1.51M Buy
+23,577
New +$1.35M 0.13% 114

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IEQ Capital's BMY Position: Q2 2026 in Review

IEQ Capital reduced its Bristol-Myers Squibb (BMY) stake by 27% in Q2 2026, selling an estimated $26.9M and leaving 1,252,740 shares worth $72.2M. The position accounts for 0.33% of the portfolio, ranked #57.

IEQ Capital first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $104M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • IEQ Capital held 1,252,740 shares of Bristol-Myers Squibb worth $72.2M as of Q2 2026.
  • IEQ Capital sold 468,885 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.9M.
  • Bristol-Myers Squibb made up 0.33% of IEQ Capital's portfolio in Q2 2026, its #57 holding.
  • IEQ Capital first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Bristol-Myers Squibb position peaked at $104M in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.