IMS Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

IMS Capital 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
2025 Q3	–	Sell	-4,452	Closed	-$206K	–	149
2025 Q2	$206K	Sell	4,452 -292	-6%	-$14.3K	0.1%	147
2025 Q1	$289K	Sell	4,744 -1,278	-21%	-$74.5K	0.15%	113
2024 Q4	$341K	Buy	6,022 +23	+0.4%	+$1.28K	0.16%	104
2024 Q3	$310K	Hold	5,999	–	–	0.14%	112
2024 Q2	$294K	Sell	5,999 -2	-0%	-$89	0.14%	111
2024 Q1	$325K	Sell	6,001 -4,777	-44%	-$243K	0.15%	112
2023 Q4	$553K	Buy	10,778 +4,881	+83%	+$256K	0.27%	82
2023 Q3	$342K	Sell	5,897 -122	-2%	-$7.47K	0.2%	98
2023 Q2	$385K	Buy	6,019 +15	+0.2%	+$1.01K	0.21%	96
2023 Q1	$416K	Sell	6,004 -31	-0.5%	-$2.19K	0.25%	93
2022 Q4	$434K	Sell	6,035 -3,242	-35%	-$244K	0.28%	89
2022 Q3	$660K	Buy	9,277 +3,205	+53%	+$232K	0.46%	66
2022 Q2	$468K	Sell	6,072 -3,880	-39%	-$296K	0.3%	82
2022 Q1	$727K	Buy	9,952 +3,210	+48%	+$216K	0.38%	71
2021 Q4	$420K	Sell	6,742 -4,885	-42%	-$287K	0.22%	93
2021 Q3	$688K	Buy	11,627 +532	+5%	+$35K	0.4%	64
2021 Q2	$741K	Sell	11,095 -2,526	-19%	-$165K	0.44%	61
2021 Q1	$860K	Buy	13,621 +3,900	+40%	+$243K	0.54%	52
2020 Q4	$603K	Buy	9,721 +3,214	+49%	+$198K	0.38%	62
2020 Q3	$392K	Sell	6,507 -2,863	-31%	-$172K	0.28%	78
2020 Q2	$551K	Sell	9,370 -9,841	-51%	-$589K	0.43%	66
2020 Q1	$1.07M	Buy	19,211 +2,478	+15%	+$151K	1.09%	17
2019 Q4	$1.07M	Buy	16,733 +3,921	+31%	+$225K	0.74%	29
2019 Q3	$650K	Sell	12,812 -9,017	-41%	-$424K	0.5%	55
2019 Q2	$990K	Buy	21,829 +3,565	+20%	+$166K	0.73%	40
2019 Q1	$871K	Sell	18,264 -121	-0.7%	-$6.03K	0.71%	47
2018 Q4	$956K	Sell	18,385 -2,602	-12%	-$140K	0.89%	33
2018 Q3	$1.3M	Sell	20,987 -641	-3%	-$38K	0.88%	23
2018 Q2	$1.2M	Buy	21,628 +1,450	+7%	+$78.3K	0.76%	24
2018 Q1	$1.24M	Hold	20,178	–	–	0.77%	23
2017 Q4	$1.24M	Sell	20,178 -2,221	-10%	-$139K	0.77%	23
2017 Q3	$1.43M	Sell	22,399 -5,991	-21%	-$350K	0.92%	12
2017 Q2	$1.58M	Buy	28,390 +286	+1%	+$15.6K	1.49%	10
2017 Q1	$1.53M	Buy	28,104 +7,886	+39%	+$433K	1.53%	12
2016 Q4	$1.18M	Buy	20,218 +12,764	+171%	+$698K	1.27%	20
2016 Q3	$402K	Buy	7,454 +952	+15%	+$61.2K	0.46%	71
2016 Q2	$478K	Buy	6,502 +51	+0.8%	+$3.6K	0.56%	64
2016 Q1	$412K	Buy	6,451 +852	+15%	+$53.7K	0.5%	65
2015 Q4	$385K	Sell	5,599 -2,224	-28%	-$147K	0.47%	71
2015 Q3	$463K	Sell	7,823 -5,599	-42%	-$355K	0.55%	69
2015 Q2	$893K	Sell	13,422 -2,347	-15%	-$155K	1.06%	33
2015 Q1	$1.02M	Sell	15,769 -3,998	-20%	-$250K	1.14%	27
2014 Q4	$1.17M	Sell	19,767 -2,199	-10%	-$124K	1.33%	15
2014 Q3	$1.12M	Sell	21,966 -398	-2%	-$19.9K	1.3%	10
2014 Q2	$1.08M	Buy	22,364 +1,402	+7%	+$69.1K	1.18%	13
2014 Q1	$1.09M	Buy	20,962 +11,652	+125%	+$620K	1.28%	12
2013 Q4	$495K	Sell	9,310 -14,648	-61%	-$746K	0.62%	63
2013 Q3	$1.11M	Sell	23,958 -1,468	-6%	-$64.4K	1.53%	9
2013 Q2	$1.14M	Buy	+25,426	New	+$1.1M	1.63%	6

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMS Capital Management's BMY Position: Q3 2025 in Review

IMS Capital Management sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 4,452 shares — an estimated $206K sold.

IMS Capital Management first reported a position in BMY in Q2 2013 and held it in 49 quarters. The position peaked at $1.58M in Q2 2017. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

IMS Capital Management reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
IMS Capital Management sold 4,452 Bristol-Myers Squibb shares in Q3 2025, an estimated $206K.
IMS Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 49 quarters.
IMS Capital Management's Bristol-Myers Squibb position peaked at $1.58M in Q2 2017.
2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.