IHT Wealth Management’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
Q1 | $4M | Buy |
65,932
+16,749
| +34% | +$976K | 0.09% | 222 |
|
|
2025
Q4 | $2.65M | Buy |
49,183
+2,763
| +6% | +$133K | 0.06% | 286 |
|
|
2025
Q3 | $2.09M | Buy |
46,420
+8,169
| +21% | +$382K | 0.05% | 324 |
|
|
2025
Q2 | $1.77M | Sell |
38,251
-5,338
| -12% | -$262K | 0.05% | 341 |
|
|
2025
Q1 | $2.66M | Buy |
43,589
+9,584
| +28% | +$559K | 0.08% | 232 |
|
|
2024
Q4 | $1.92M | Sell |
34,005
-26,622
| -44% | -$1.49M | 0.06% | 283 |
|
|
2024
Q3 | $3.16M | Buy |
60,627
+4,448
| +8% | +$209K | 0.09% | 230 |
|
|
2024
Q2 | $2.34M | Buy |
56,179
+2,957
| +6% | +$132K | 0.09% | 231 |
|
|
2024
Q1 | $2.89M | Buy |
53,222
+23,040
| +76% | +$1.17M | 0.12% | 182 |
|
|
2023
Q4 | $1.55M | Buy |
30,182
+3,237
| +12% | +$170K | 0.07% | 274 |
|
|
2023
Q3 | $1.56M | Buy |
26,945
+2,767
| +11% | +$170K | 0.08% | 246 |
|
|
2023
Q2 | $1.55M | Sell |
24,178
-3,083
| -11% | -$207K | 0.08% | 235 |
|
|
2023
Q1 | $1.89M | Buy |
27,261
+2,663
| +11% | +$188K | 0.11% | 189 |
|
|
2022
Q4 | $1.77M | Buy |
24,598
+757
| +3% | +$57.1K | 0.11% | 191 |
|
|
2022
Q3 | $1.7M | Buy |
23,841
+5,493
| +30% | +$398K | 0.13% | 186 |
|
|
2022
Q2 | $1.41M | Buy |
18,348
+1,675
| +10% | +$128K | 0.12% | 175 |
|
|
2022
Q1 | $1.22M | Buy |
16,673
+325
| +2% | +$21.8K | 0.09% | 223 |
|
|
2021
Q4 | $1.02M | Sell |
16,348
-601
| -4% | -$35.3K | 0.08% | 255 |
|
|
2021
Q3 | $1M | Sell |
16,949
-7,319
| -30% | -$482K | 0.08% | 246 |
|
|
2021
Q2 | $1.62M | Buy |
24,268
+984
| +4% | +$64.2K | 0.1% | 201 |
|
|
2021
Q1 | $1.47M | Buy |
23,284
+999
| +4% | +$62.2K | 0.11% | 197 |
|
|
2020
Q4 | $1.38M | Buy |
22,285
+983
| +5% | +$60.4K | 0.11% | 188 |
|
|
2020
Q3 | $1.12M | Buy |
21,302
+4,845
| +29% | +$292K | 0.11% | 190 |
|
|
2020
Q2 | $968K | Sell |
16,457
-8,485
| -34% | -$508K | 0.13% | 168 |
|
|
2020
Q1 | $1.39M | Buy |
24,942
+4,029
| +19% | +$246K | 0.2% | 120 |
|
|
2019
Q4 | $1.34M | Buy |
20,913
+6,219
| +42% | +$356K | 0.16% | 148 |
|
|
2019
Q3 | $751K | Buy |
14,694
+3,206
| +28% | +$151K | 0.1% | 240 |
|
|
2019
Q2 | $522K | Sell |
11,488
-394
| -3% | -$18.4K | 0.08% | 274 |
|
|
2019
Q1 | $567K | Sell |
11,882
-937
| -7% | -$46.7K | 0.09% | 242 |
|
|
2018
Q4 | $666K | Buy |
12,819
+1,257
| +11% | +$67.5K | 0.13% | 193 |
|
|
2018
Q3 | $718K | Buy |
11,562
+81
| +0.7% | +$4.81K | 0.16% | 167 |
|
|
2018
Q2 | $635K | Buy |
11,481
+1,068
| +10% | +$57.7K | 0.16% | 166 |
|
|
2018
Q1 | $646K | Sell |
10,413
-1,307
| -11% | -$84.1K | 0.17% | 152 |
|
|
2017
Q4 | $726K | Buy |
11,720
+3,456
| +42% | +$216K | 0.19% | 140 |
|
|
2017
Q3 | $530K | Buy |
8,264
+1,685
| +26% | +$98.4K | 0.23% | 112 |
|
|
2017
Q2 | $10 | Buy |
6,579
+1,816
| +38% | +$98.8K | ﹤0.01% | 970 |
|
|
2017
Q1 | $253K | Sell |
4,763
-736
| -13% | -$40.4K | 0.17% | 147 |
|
|
2016
Q4 | $327K | Buy |
+5,499
| New | +$301K | 0.25% | 102 |
|
Other funds holding BMY
VCM
VPM
IHT Wealth Management's BMY Position: Q1 2026 in Review
IHT Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 34% in Q1 2026, buying an estimated $976K and bringing the position to 65,932 shares worth $4M. The position accounts for 0.09% of the portfolio, ranked #222.
IHT Wealth Management first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- IHT Wealth Management held 65,932 shares of Bristol-Myers Squibb worth $4M as of Q1 2026.
- IHT Wealth Management bought 16,749 Bristol-Myers Squibb shares in Q1 2026, an estimated $976K.
- Bristol-Myers Squibb made up 0.09% of IHT Wealth Management's portfolio in Q1 2026, its #222 holding.
- IHT Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
- 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.