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

IFG 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
Q1 		– Sell
-56,763
Closed -$3.06M – 377
2025
Q4 		$3.06M Buy
56,763
+4,952
+10% +$238K 0.13% 189
2025
Q3 		$2.34M Buy
+51,811
New +$2.42M 0.11% 211
2024
Q1 		– Sell
-4,418
Closed -$227K – 386
2023
Q4 		$227K Buy
4,418
+12
+0.3% +$630 0.02% 530
2023
Q3 		$256K Buy
+4,406
New +$270K 0.02% 470
2023
Q2 		– Sell
-4,344
Closed -$301K – 336
2023
Q1 		$301K Buy
4,344
+1,317
+44% +$92.9K 0.03% 405
2022
Q4 		$217K Sell
3,027
-6,363
-68% -$480K 0.02% 446
2022
Q3 		$667K Buy
9,390
+6,052
+181% +$439K 0.06% 276
2022
Q2 		$257K Sell
3,338
-25
-0.7% -$1.9K 0.03% 400
2022
Q1 		$245K Sell
3,363
-75
-2% -$5.04K 0.02% 437
2021
Q4 		$214K Sell
3,438
-3,904
-53% -$229K 0.02% 466
2021
Q3 		$434K Buy
7,342
+74
+1% +$4.87K 0.05% 323
2021
Q2 		$485K Buy
7,268
+297
+4% +$19.4K 0.05% 293
2021
Q1 		$440K Sell
6,971
-93
-1% -$5.79K 0.05% 324
2020
Q4 		$438K Buy
7,064
+84
+1% +$5.17K 0.06% 284
2020
Q3 		$420K Buy
6,980
+380
+6% +$22.9K 0.07% 259
2020
Q2 		$388K Buy
6,600
+107
+2% +$6.4K 0.07% 250
2020
Q1 		$361K Buy
+6,493
New +$397K 0.08% 232
2019
Q3 		– Sell
-16,445
Closed -$190K – 404
2019
Q2 		$190K Buy
16,445
+11,981
+268% +$558K 0.03% 331
2019
Q1 		$212K Buy
4,464
+561
+14% +$27.9K 0.04% 313
2018
Q4 		$202K Sell
3,903
-1,196
-23% -$64.3K 0.05% 295
2018
Q3 		$316K Buy
5,099
+48
+1% +$2.85K 0.06% 284
2018
Q2 		$279K Sell
5,051
-347
-6% -$18.7K 0.06% 285
2018
Q1 		$341K Buy
5,398
+198
+4% +$12.7K 0.08% 246
2017
Q4 		$318K Buy
+5,200
New +$325K 0.07% 253

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG Advisory's BMY Position: Q1 2026 in Review

IFG Advisory sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 56,763 shares — an estimated $3.06M sold.

IFG Advisory first reported a position in BMY in Q4 2017 and held it in 24 quarters. The position peaked at $3.06M in Q4 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • IFG Advisory reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 56,763 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.06M.
  • IFG Advisory first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 24 quarters.
  • IFG Advisory's Bristol-Myers Squibb position peaked at $3.06M in Q4 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.