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 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 $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

IMA Advisory Services's BMY Position: Q1 2026 in Review

IMA Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 0.19% in Q1 2026, buying an estimated $758 and bringing the position to 6,874 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #154.

IMA Advisory Services first reported a position in BMY in Q2 2013 and has held it in 48 quarters since. The position peaked at $448K in Q2 2013. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

IMA Advisory Services held 6,874 shares of Bristol-Myers Squibb worth $417K as of Q1 2026.
IMA Advisory Services bought 13 Bristol-Myers Squibb shares in Q1 2026, an estimated $758.
Bristol-Myers Squibb made up 0.04% of IMA Advisory Services's portfolio in Q1 2026, its #154 holding.
IMA Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 48 quarters since.
IMA Advisory Services's Bristol-Myers Squibb position peaked at $448K in Q2 2013.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.