IMG Wealth Management
BMY icon

IMG Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

IMG Wealth Management’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
Q3 		$36.6K Buy
586
+61
+12% +$3.86K 0.02% 206
2026
Q2 		$30.3K Sell
525
-9
-2% -$517 0.02% 219
2026
Q1 		$32.4K Buy
534
+94
+21% +$5.48K 0.02% 197
2025
Q4 		$23.7K Buy
440
+233
+113% +$11.2K 0.02% 225
2025
Q3 		$9.34K Hold
207
– – 0.01% 274
2025
Q2 		$9.6K Buy
+207
New +$10.2K 0.01% 269

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

IMG Wealth Management's BMY Position: Q3 2026 in Review

IMG Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 12% in Q3 2026, buying an estimated $3.86K and bringing the position to 586 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #206.

IMG Wealth Management first reported a position in BMY in Q2 2025 and has held it in 6 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • IMG Wealth Management held 586 shares of Bristol-Myers Squibb worth $36.6K as of Q3 2026.
  • IMG Wealth Management bought 61 Bristol-Myers Squibb shares in Q3 2026, an estimated $3.86K.
  • Bristol-Myers Squibb made up 0.02% of IMG Wealth Management's portfolio in Q3 2026, its #206 holding.
  • IMG Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 6 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.