Impact Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Impact Capital Partners’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	$262K	Sell	4,549 -61	-1%	-$3.5K	0.07%	239
2026 Q1	$280K	Buy	4,610 +247	+6%	+$14.4K	0.08%	235
2025 Q4	$235K	Buy	+4,363	New	+$210K	0.07%	253
2025 Q3	–	Sell	-6,432	Closed	-$298K	–	269
2025 Q2	$298K	Sell	6,432 -124	-2%	-$6.09K	0.1%	205
2025 Q1	$400K	Buy	6,556 +77	+1%	+$4.49K	0.14%	163
2024 Q4	$366K	Buy	+6,479	New	+$362K	0.13%	179

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners's BMY Position: Q2 2026 in Review

Impact Capital Partners reduced its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, selling an estimated $3.5K and leaving 4,549 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #239.

Impact Capital Partners first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $400K in Q1 2025. 680 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Impact Capital Partners held 4,549 shares of Bristol-Myers Squibb worth $262K as of Q2 2026.
Impact Capital Partners sold 61 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.5K.
Bristol-Myers Squibb made up 0.07% of Impact Capital Partners's portfolio in Q2 2026, its #239 holding.
Impact Capital Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
Impact Capital Partners's Bristol-Myers Squibb position peaked at $400K in Q1 2025.
680 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.