IFP
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Independent Franchise Partners’s Bristol-Myers Squibb BMY Stock Holding History

Independent Franchise 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 		$1.26B Buy
21,792,841
+517,367
+2% +$29.7M 8.24% 1
2026
Q1 		$1.29B Buy
21,275,474
+447,326
+2% +$26.1M 9.03% 1
2025
Q4 		$1.12B Buy
20,828,148
+204,797
+1% +$9.85M 7.14% 2
2025
Q3 		$930M Sell
20,623,351
-353,603
-2% -$16.5M 6.13% 2
2025
Q2 		$971M Buy
20,976,954
+3,583,163
+21% +$176M 6.46% 3
2025
Q1 		$1.06B Buy
17,393,791
+264,562
+2% +$15.4M 7.57% 2
2024
Q4 		$969M Buy
17,129,229
+2,944,879
+21% +$165M 7.27% 1
2024
Q3 		$734M Sell
14,184,350
-416,271
-3% -$19.5M 6.47% 5
2024
Q2 		$606M Buy
14,600,621
+556,295
+4% +$24.9M 5.58% 8
2024
Q1 		$762M Sell
14,044,326
-20,786
-0.1% -$1.06M 6.3% 5
2023
Q4 		$722M Sell
14,065,112
-684,567
-5% -$35.9M 6.13% 5
2023
Q3 		$856M Buy
14,749,679
+2,210,239
+18% +$135M 7.42% 2
2023
Q2 		$802M Buy
12,539,440
+755,208
+6% +$50.6M 6.71% 2
2023
Q1 		$817M Sell
11,784,232
-46,252
-0.4% -$3.26M 7.35% 2
2022
Q4 		$851M Sell
11,830,484
-214,010
-2% -$16.1M 8.34% 1
2022
Q3 		$856M Sell
12,044,494
-342,464
-3% -$24.8M 9.01% 1
2022
Q2 		$954M Sell
12,386,958
-2,656,135
-18% -$202M 8.97% 1
2022
Q1 		$1.1B Sell
15,043,093
-764,662
-5% -$51.3M 8.68% 1
2021
Q4 		$986M Buy
15,807,755
+3,192,337
+25% +$187M 7.76% 1
2021
Q3 		$746M Sell
12,615,418
-1,036,139
-8% -$68.2M 5.87% 5
2021
Q2 		$912M Buy
13,651,557
+3,282,292
+32% +$214M 6.8% 2
2021
Q1 		$655M Buy
10,369,265
+633,218
+7% +$39.4M 5.21% 8
2020
Q4 		$604M Buy
9,736,047
+133,098
+1% +$8.18M 5.19% 7
2020
Q3 		$579M Sell
9,602,949
-1,248,129
-12% -$75.1M 5.74% 5
2020
Q2 		$638M Buy
10,851,078
+1,948,073
+22% +$117M 6.48% 5
2020
Q1 		$496M Buy
8,903,005
+1,193,606
+15% +$73M 6.12% 4
2019
Q4 		$495M Sell
7,709,399
-167,601
-2% -$9.6M 4.96% 9
2019
Q3 		$399M Buy
+7,877,000
New +$370M 4.07% 14

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Franchise Partners's BMY Position: Q2 2026 in Review

Independent Franchise Partners increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, buying an estimated $29.7M and bringing the position to 21,792,841 shares worth $1.26B. The position accounts for 8.24% of the portfolio, ranked #1.

Independent Franchise Partners first reported a position in BMY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.29B in Q1 2026. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Independent Franchise Partners held 21,792,841 shares of Bristol-Myers Squibb worth $1.26B as of Q2 2026.
  • Independent Franchise Partners bought 517,367 Bristol-Myers Squibb shares in Q2 2026, an estimated $29.7M.
  • Bristol-Myers Squibb made up 8.24% of Independent Franchise Partners's portfolio in Q2 2026, its #1 holding.
  • Independent Franchise Partners first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 28 quarters since.
  • Independent Franchise Partners's Bristol-Myers Squibb position peaked at $1.29B in Q1 2026.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Independent Franchise Partners's 13F filing for Q2 2026, filed 13 Aug 2026.