IFP Advisors’s Bristol-Myers Squibb BMY Stock Holding History

IFP Advisors’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	$3.29M	Buy	57,120 +4,844	+9%	+$278K	0.06%	358
2026 Q1	$3.17M	Buy	52,276 +2,800	+6%	+$163K	0.07%	326
2025 Q4	$2.67M	Buy	49,476 +18,060	+57%	+$869K	0.06%	345
2025 Q3	$1.42M	Buy	31,416 +22	+0.1%	+$1.03K	0.04%	486
2025 Q2	$1.45M	Buy	31,394 +4,894	+18%	+$240K	0.04%	452
2025 Q1	$1.62M	Sell	26,500 -1,093	-4%	-$63.7K	0.05%	408
2024 Q4	$1.56M	Sell	27,593 -3,963	-13%	-$221K	0.05%	405
2024 Q3	$1.63M	Sell	31,556 -408	-1%	-$19.1K	0.06%	349
2024 Q2	$1.33M	Buy	31,964 +3,546	+12%	+$159K	0.05%	369
2024 Q1	$1.54M	Sell	28,418 -2,130	-7%	-$109K	0.07%	306
2023 Q4	$1.57M	Sell	30,548 -1,218	-4%	-$63.9K	0.07%	293
2023 Q3	$1.84M	Buy	31,766 +5,513	+21%	+$338K	0.08%	250
2023 Q2	$1.68M	Buy	26,253 +142	+0.5%	+$9.52K	0.07%	293
2023 Q1	$1.38M	Sell	26,111 -29,518	-53%	-$2.08M	0.06%	305
2022 Q4	$3.02M	Buy	55,629 +956	+2%	+$72.1K	0.08%	255
2022 Q3	$2.99M	Buy	54,673 +2,718	+5%	+$197K	0.08%	279
2022 Q2	$2.83M	Hold	51,955	–	–	0.09%	256
2022 Q1	$2.83M	Buy	51,955 +17,322	+50%	+$1.16M	0.09%	256
2021 Q4	$2.16M	Sell	34,633 -50,457	-59%	-$2.96M	0.04%	249
2021 Q3	$5.04M	Sell	85,090 -553	-0.6%	-$36.4K	0.1%	112
2021 Q2	$5.71M	Buy	85,643 +1,035	+1%	+$67.5K	0.12%	95
2021 Q1	$5.33M	Sell	84,608 -97	-0.1%	-$6.04K	0.1%	96
2020 Q4	$5.24M	Buy	84,705 +12,815	+18%	+$788K	0.21%	81
2020 Q3	$4.32M	Buy	71,890 +1,965	+3%	+$118K	0.26%	75
2020 Q2	$4.04M	Buy	69,925 +4,921	+8%	+$294K	0.32%	66
2020 Q1	$3.4M	Buy	65,004 +20,289	+45%	+$1.24M	0.34%	66
2019 Q4	$2.86M	Buy	44,715 +23,744	+113%	+$1.36M	0.21%	109
2019 Q3	$1.06M	Buy	+20,971	New	+$986K	0.07%	290
2019 Q1	$532K	Sell	11,243 -16,344	-59%	-$814K	0.07%	277
2018 Q4	$1.41M	Sell	27,587 -16,324	-37%	-$877K	0.09%	257
2018 Q3	$2.73M	Sell	43,911 -2,296	-5%	-$136K	0.11%	201
2018 Q2	$2.56M	Sell	46,207 -10,426	-18%	-$563K	0.11%	211
2018 Q1	$3.47M	Hold	56,633	–	–	0.16%	149
2017 Q4	$3.47M	Sell	56,633 -25,068	-31%	-$1.57M	0.16%	149
2017 Q3	$5.21M	Sell	81,701 -7,571	-8%	-$442K	0.21%	108
2017 Q2	$4.97M	Sell	89,272 -3,651	-4%	-$199K	0.21%	104
2017 Q1	$5.05M	Buy	92,923 +4,812	+5%	+$264K	0.22%	101
2016 Q4	$5.15M	Buy	88,111 +11,535	+15%	+$631K	0.25%	85
2016 Q3	$4.13M	Sell	76,576 -6,534	-8%	-$420K	0.21%	98
2016 Q2	$6.11M	Buy	83,110 +71,867	+639%	+$5.08M	0.34%	58
2016 Q1	$532K	Sell	11,243 -77,575	-87%	-$4.89M	0.07%	277
2015 Q4	$6.11M	Buy	+88,818	New	+$5.87M	0.41%	52

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IFP Advisors's BMY Position: Q2 2026 in Review

IFP Advisors increased its Bristol-Myers Squibb (BMY) stake by 9.3% in Q2 2026, buying an estimated $278K and bringing the position to 57,120 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #358.

IFP Advisors first reported a position in BMY in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.11M in Q2 2016. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IFP Advisors held 57,120 shares of Bristol-Myers Squibb worth $3.29M as of Q2 2026.
IFP Advisors bought 4,844 Bristol-Myers Squibb shares in Q2 2026, an estimated $278K.
Bristol-Myers Squibb made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #358 holding.
IFP Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Bristol-Myers Squibb position peaked at $6.11M in Q2 2016.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.