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 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%	-$9.73K	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	$6.93K	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	$9.69K	Hold	167	–	–	0.02%	61
2023 Q2	$10.7K	Buy	+167	New	+$11.2K	0.03%	56

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFS Advisors's BMY Position: Q1 2026 in Review

IFS Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 579 shares worth $35.1K. The stake represents 0.02% of the portfolio and ranks #66 among its holdings. This is a return to the name: IFS Advisors previously reported a position in BMY as recently as Q1 2025.

IFS Advisors first reported a position in BMY in Q2 2023 and has held it in 9 quarters since. The position peaked at $43.4K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

IFS Advisors held 579 shares of Bristol-Myers Squibb worth $35.1K as of Q1 2026.
Bristol-Myers Squibb was a new IFS Advisors position in Q1 2026.
Bristol-Myers Squibb made up 0.02% of IFS Advisors's portfolio in Q1 2026, its #66 holding.
IFS Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 9 quarters since.
IFS Advisors's Bristol-Myers Squibb position peaked at $43.4K in Q4 2024.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.