IAA
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Independent Advisor Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Independent Advisor Alliance’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 		$5.56M Buy
91,748
+10,313
+13% +$601K 0.06% 292
2025
Q4 		$4.39M Sell
81,435
-6,200
-7% -$298K 0.11% 154
2025
Q3 		$3.95M Buy
87,635
+13,950
+19% +$651K 0.1% 174
2025
Q2 		$3.41M Sell
73,685
-2,388
-3% -$117K 0.1% 180
2025
Q1 		$4.64M Buy
76,073
+5,024
+7% +$293K 0.15% 113
2024
Q4 		$4.02M Buy
71,049
+25,330
+55% +$1.42M 0.05% 322
2024
Q3 		$2.37M Buy
45,719
+1,654
+4% +$77.6K 0.09% 195
2024
Q2 		$1.83M Sell
44,065
-2,876
-6% -$129K 0.06% 235
2024
Q1 		$2.55M Buy
46,941
+14,596
+45% +$744K 0.09% 185
2023
Q4 		$1.66M Sell
32,345
-3,595
-10% -$189K 0.06% 234
2023
Q3 		$2.09M Sell
35,940
-3,670
-9% -$225K 0.09% 190
2023
Q2 		$2.53M Sell
39,610
-284
-0.7% -$19K 0.11% 167
2023
Q1 		$2.77M Sell
39,894
-4,786
-11% -$338K 0.13% 142
2022
Q4 		$3.21K Sell
44,680
-107
-0.2% -$8.07K ﹤0.01% 210
2022
Q3 		$3.18M Buy
44,787
+437
+1% +$31.7K 0.19% 112
2022
Q2 		$3.42M Sell
44,350
-659
-1% -$50.2K 0.19% 108
2022
Q1 		$3.29M Buy
45,009
+6,756
+18% +$454K 0.16% 124
2021
Q4 		$2.38M Buy
38,253
+1,256
+3% +$73.7K 0.12% 142
2021
Q3 		$2.19M Buy
36,997
+752
+2% +$49.5K 0.12% 147
2021
Q2 		$2.42M Sell
36,245
-554
-2% -$36.1K 0.13% 151
2021
Q1 		$2.32M Sell
36,799
-1,642
-4% -$102K 0.14% 140
2020
Q4 		$2.38M Buy
38,441
+1,352
+4% +$83.1K 0.16% 122
2020
Q3 		$2.24M Sell
37,089
-1,798
-5% -$108K 0.17% 117
2020
Q2 		$2.29M Buy
38,887
+4,424
+13% +$265K 0.24% 87
2020
Q1 		$1.92M Sell
34,463
-14,031
-29% -$858K 0.28% 70
2019
Q4 		$3.11M Buy
48,494
+11,281
+30% +$646K 0.14% 165
2019
Q3 		$1.92M Sell
37,213
-444
-1% -$20.9K 0.24% 98
2019
Q2 		$1.48M Buy
37,657
+11,000
+41% +$512K 0.21% 96
2019
Q1 		$1.27M Buy
26,657
+2,514
+10% +$125K 0.18% 117
2018
Q4 		$1.25M Buy
24,143
+533
+2% +$28.6K 0.22% 99
2018
Q3 		$1.43M Buy
23,610
+997
+4% +$59.2K 0.26% 91
2018
Q2 		$1.22M Sell
22,613
-21
-0.1% -$1.13K 0.25% 95
2018
Q1 		$1.4M Sell
22,634
-770
-3% -$49.5K 0.31% 83
2017
Q4 		$1.45M Buy
23,404
+3,526
+18% +$221K 0.32% 83
2017
Q3 		$1.27M Sell
19,878
-838
-4% -$48.9K 0.35% 78
2017
Q2 		$1.16M Sell
20,716
-3,487
-14% -$190K 0.37% 80
2017
Q1 		$1.28M Buy
24,203
+3,399
+16% +$186K 0.2% 136
2016
Q4 		$1.02M Buy
+20,804
New +$1.14M 0.44% 71

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's BMY Position: Q1 2026 in Review

Independent Advisor Alliance increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $601K and bringing the position to 91,748 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #292.

Independent Advisor Alliance first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Independent Advisor Alliance held 91,748 shares of Bristol-Myers Squibb worth $5.56M as of Q1 2026.
  • Independent Advisor Alliance bought 10,313 Bristol-Myers Squibb shares in Q1 2026, an estimated $601K.
  • Bristol-Myers Squibb made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #292 holding.
  • Independent Advisor Alliance first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.