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 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%	-$9.73K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IFS Advisors's BMY Position: Q2 2026 in Review

IFS Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 579 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #72.

IFS Advisors first reported a position in BMY in Q2 2023 and has held it in 10 quarters since. The position peaked at $43.4K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IFS Advisors held 579 shares of Bristol-Myers Squibb worth $33.4K as of Q2 2026.
IFS Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of IFS Advisors's portfolio in Q2 2026, its #72 holding.
IFS Advisors first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 10 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 Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.