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

IFS 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 Q3	$36.1K	Hold	579	–	–	0.01%	215
2026 Q2	$33.4K	Hold	579	–	–	0.02%	72
2026 Q1	$35.1K	Buy	+579	New	+$33.8K	0.02%	66
2025 Q2	–	Sell	-600	Closed	-$36.6K	–	174
2025 Q1	$36.6K	Sell	600 -167	-22%	-$9.7K	0.03%	54
2024 Q4	$43.4K	Buy	767 +600	+359%	+$33.5K	0.03%	45
2024 Q3	$8.64K	Hold	167	–	–	0.01%	82
2024 Q2	$6.94K	Hold	167	–	–	0.01%	82
2024 Q1	$9.06K	Hold	167	–	–	0.01%	73
2023 Q4	$8.57K	Hold	167	–	–	0.01%	68
2023 Q3	$9.7K	Hold	167	–	–	0.02%	61
2023 Q2	$10.7K	Buy	+167	New	+$11.2K	0.03%	56

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFS Advisors's BMY Position: Q3 2026 in Review

IFS Advisors held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 579 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #215.

IFS Advisors first reported a position in BMY in Q2 2023 and has held it in 11 quarters since. The position peaked at $43.4K in Q4 2024. 762 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

IFS Advisors held 579 shares of Bristol-Myers Squibb worth $36.1K as of Q3 2026.
IFS Advisors left its Bristol-Myers Squibb share count unchanged in Q3 2026.
Bristol-Myers Squibb made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #215 holding.
IFS Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 11 quarters since.
IFS Advisors's Bristol-Myers Squibb position peaked at $43.4K in Q4 2024.
762 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.