IMA Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

IMA Advisory Services’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	$468K	Buy	8,115 +1,241	+18%	+$71.3K	0.03%	239
2026 Q1	$417K	Buy	6,874 +13	+0.2%	+$758	0.04%	154
2025 Q4	$370K	Buy	6,861 +4,971	+263%	+$239K	0.04%	159
2025 Q3	$85.2K	Buy	1,890 +350	+23%	+$16.3K	0.01%	203
2025 Q2	$71.3K	Buy	1,540 +15	+1%	+$736	0.01%	206
2025 Q1	$93K	Buy	+1,525	New	+$88.9K	0.01%	197
2024 Q4	–	Sell	-1,091	Closed	-$56.4K	–	180
2024 Q3	$56.4K	Buy	+1,091	New	+$51.2K	0.01%	176
2023 Q4	–	Sell	-5,782	Closed	-$336K	–	89
2023 Q3	$336K	Hold	5,782	–	–	0.09%	126
2023 Q2	$370K	Buy	5,782 +202	+4%	+$13.5K	0.1%	123
2023 Q1	$387K	Sell	5,580 -202	-3%	-$14.2K	0.1%	120
2022 Q4	$416K	Hold	5,782	–	–	0.11%	119
2022 Q3	$411K	Hold	5,782	–	–	0.11%	116
2022 Q2	$445K	Buy	5,782 +500	+9%	+$38.1K	0.11%	115
2022 Q1	$386K	Hold	5,282	–	–	0.09%	105
2021 Q4	$329K	Hold	5,282	–	–	0.07%	112
2021 Q3	$313K	Hold	5,282	–	–	0.07%	109
2021 Q2	$353K	Hold	5,282	–	–	0.08%	107
2021 Q1	$333K	Hold	5,282	–	–	0.08%	105
2020 Q4	$328K	Sell	5,282 -17	-0.3%	-$1.04K	0.09%	100
2020 Q3	$319K	Buy	5,299 +17	+0.3%	+$1.02K	0.11%	106
2020 Q2	$311K	Hold	5,282	–	–	0.11%	104
2020 Q1	$294K	Hold	5,282	–	–	0.13%	96
2019 Q4	$339K	Buy	5,282 +350	+7%	+$20K	0.13%	90
2019 Q3	$250K	Hold	4,932	–	–	0.09%	98
2019 Q2	$224K	Buy	4,932 +404	+9%	+$18.8K	0.08%	101
2019 Q1	$216K	Hold	4,528	–	–	0.08%	99
2018 Q4	$235K	Hold	4,528	–	–	0.11%	97
2018 Q3	$281K	Hold	4,528	–	–	0.11%	101
2018 Q2	$251K	Hold	4,528	–	–	0.1%	104
2018 Q1	$286K	Hold	4,528	–	–	0.13%	105
2017 Q4	$277K	Hold	4,528	–	–	0.12%	113
2017 Q3	$289K	Hold	4,528	–	–	0.13%	112
2017 Q2	$252K	Hold	4,528	–	–	0.12%	126
2017 Q1	$246K	Sell	4,528 -320	-7%	-$17.6K	0.12%	124
2016 Q4	$283K	Hold	4,848	–	–	0.17%	102
2016 Q3	$261K	Hold	4,848	–	–	0.15%	97
2016 Q2	$357K	Hold	4,848	–	–	0.22%	82
2016 Q1	$310K	Hold	4,848	–	–	0.18%	91
2015 Q4	$333K	Sell	4,848 -380	-7%	-$25.1K	0.2%	92
2015 Q3	$309K	Hold	5,228	–	–	0.2%	91
2015 Q2	$348K	Hold	5,228	–	–	0.17%	107
2015 Q1	$337K	Hold	5,228	–	–	0.16%	112
2014 Q4	$309K	Hold	5,228	–	–	0.16%	117
2014 Q3	$268K	Hold	5,228	–	–	0.13%	141
2014 Q2	$254K	Hold	5,228	–	–	0.12%	148
2014 Q1	$272K	Sell	5,228 -700	-12%	-$37.2K	0.13%	138
2013 Q4	$315K	Buy	5,928 +700	+13%	+$35.7K	0.15%	129
2013 Q3	$242K	Sell	5,228 -4,800	-48%	-$211K	0.12%	142
2013 Q2	$448K	Buy	+10,028	New	+$435K	0.24%	109

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

IMA Advisory Services's BMY Position: Q2 2026 in Review

IMA Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, buying an estimated $71.3K and bringing the position to 8,115 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #239.

IMA Advisory Services first reported a position in BMY in Q2 2013 and has held it in 49 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IMA Advisory Services held 8,115 shares of Bristol-Myers Squibb worth $468K as of Q2 2026.
IMA Advisory Services bought 1,241 Bristol-Myers Squibb shares in Q2 2026, an estimated $71.3K.
Bristol-Myers Squibb made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #239 holding.
IMA Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 49 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.