IFG Advisory’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.7M | Buy |
+64,156
| New | +$3.68M | 0.13% | 192 |
|
|
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
IFG Advisory's BMY Position: Q2 2026 in Review
IFG Advisory opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 64,156 shares worth $3.7M. The stake represents 0.13% of the portfolio and ranks #192 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BMY as recently as Q4 2025.
IFG Advisory first reported a position in BMY in Q4 2017 and has held it in 25 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- IFG Advisory held 64,156 shares of Bristol-Myers Squibb worth $3.7M as of Q2 2026.
- Bristol-Myers Squibb was a new IFG Advisory position in Q2 2026.
- Bristol-Myers Squibb made up 0.13% of IFG Advisory's portfolio in Q2 2026, its #192 holding.
- IFG Advisory first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 25 quarters since.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.