Independent Investors Inc’s Bristol-Myers Squibb BMY Stock Holding History

Independent Investors Inc’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	$1.47M	Sell	25,438 -1,000	-4%	-$57.4K	0.28%	38
2026 Q1	$1.6M	Sell	26,438 -500	-2%	-$29.1K	0.32%	37
2025 Q4	$1.45M	Hold	26,938	–	–	0.27%	38
2025 Q3	$1.21M	Hold	26,938	–	–	0.23%	43
2025 Q2	$1.25M	Hold	26,938	–	–	0.27%	37
2025 Q1	$1.64M	Hold	26,938	–	–	0.35%	35
2024 Q4	$1.52M	Hold	26,938	–	–	0.3%	37
2024 Q3	$1.39M	Hold	26,938	–	–	0.28%	37
2024 Q2	$1.12M	Hold	26,938	–	–	0.25%	39
2024 Q1	$1.46M	Hold	26,938	–	–	0.35%	36
2023 Q4	$1.38M	Hold	26,938	–	–	0.32%	36
2023 Q3	$1.56M	Sell	26,938 -100	-0.4%	-$6.13K	0.4%	34
2023 Q2	$1.73M	Hold	27,038	–	–	0.4%	32
2023 Q1	$1.87M	Hold	27,038	–	–	0.47%	31
2022 Q4	$1.95M	Sell	27,038 -2,400	-8%	-$181K	0.54%	31
2022 Q3	$2.09M	Hold	29,438	–	–	0.6%	27
2022 Q2	$2.27M	Hold	29,438	–	–	0.61%	29
2022 Q1	$2.15M	Sell	29,438 -700	-2%	-$47K	0.48%	32
2021 Q4	$1.88M	Sell	30,138 -1,637	-5%	-$96K	0.4%	35
2021 Q3	$1.88M	Hold	31,775	–	–	0.47%	34
2021 Q2	$2.12M	Buy	31,775 +38	+0.1%	+$2.48K	0.52%	33
2021 Q1	$2M	Buy	31,737 +100	+0.3%	+$6.22K	0.53%	35
2020 Q4	$1.96M	Sell	31,637 -100	-0.3%	-$6.15K	0.52%	33
2020 Q3	$1.91M	Hold	31,737	–	–	0.56%	33
2020 Q2	$1.87M	Sell	31,737 -300	-0.9%	-$17.9K	0.63%	31
2020 Q1	$1.78M	Hold	32,037	–	–	0.74%	29
2019 Q4	$2.06M	Buy	32,037 +117	+0.4%	+$6.7K	0.68%	32
2019 Q3	$1.62M	Sell	31,920 -8,744	-22%	-$411K	0.61%	35
2019 Q2	$1.84M	Sell	40,664 -100	-0.2%	-$4.66K	0.71%	35
2019 Q1	$1.94M	Sell	40,764 -756	-2%	-$37.7K	0.76%	31
2018 Q4	$2.16M	Sell	41,520 -2,400	-5%	-$129K	0.94%	27
2018 Q3	$2.73M	Sell	43,920 -800	-2%	-$47.5K	0.96%	25
2018 Q2	$2.47M	Sell	44,720 -600	-1%	-$32.4K	0.97%	24
2018 Q1	$2.87M	Sell	45,320 -400	-0.9%	-$25.7K	1.14%	22
2017 Q4	$2.8M	Sell	45,720 -400	-0.9%	-$25K	1.09%	23
2017 Q3	$2.94M	Sell	46,120 -1,100	-2%	-$64.2K	1.22%	21
2017 Q2	$2.63M	Sell	47,220 -1,400	-3%	-$76.2K	1.14%	25
2017 Q1	$2.64M	Sell	48,620 -900	-2%	-$49.4K	1.12%	25
2016 Q4	$2.89M	Sell	49,520 -900	-2%	-$49.2K	1.34%	23
2016 Q3	$2.72M	Sell	50,420 -580	-1%	-$37.3K	1.26%	23
2016 Q2	$3.75M	Hold	51,000	–	–	1.82%	14
2016 Q1	$3.26M	Hold	51,000	–	–	1.57%	18
2015 Q4	$3.51M	Sell	51,000 -100	-0.2%	-$6.61K	1.7%	15
2015 Q3	$3.02M	Sell	51,100 -100	-0.2%	-$6.34K	1.5%	20
2015 Q2	$3.41M	Sell	51,200 -500	-1%	-$33K	1.54%	18
2015 Q1	$3.33M	Sell	51,700 -3,000	-5%	-$188K	1.51%	18
2014 Q4	$3.23M	Hold	54,700	–	–	1.42%	21
2014 Q3	$2.8M	Hold	54,700	–	–	1.26%	24
2014 Q2	$2.65M	Hold	54,700	–	–	1.2%	26
2014 Q1	$2.84M	Sell	54,700 -2,400	-4%	-$128K	1.37%	23
2013 Q4	$3.03M	Hold	57,100	–	–	1.46%	22
2013 Q3	$2.64M	Sell	57,100 -500	-0.9%	-$21.9K	1.39%	23
2013 Q2	$2.57M	Buy	+57,600	New	+$2.5M	1.42%	22

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Investors Inc's BMY Position: Q2 2026 in Review

Independent Investors Inc reduced its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, selling an estimated $57.4K and leaving 25,438 shares worth $1.47M. The position accounts for 0.28% of the portfolio, ranked #38.

Independent Investors Inc first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.75M in Q2 2016. 2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Independent Investors Inc held 25,438 shares of Bristol-Myers Squibb worth $1.47M as of Q2 2026.
Independent Investors Inc sold 1,000 Bristol-Myers Squibb shares in Q2 2026, an estimated $57.4K.
Bristol-Myers Squibb made up 0.28% of Independent Investors Inc's portfolio in Q2 2026, its #38 holding.
Independent Investors Inc first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Independent Investors Inc's Bristol-Myers Squibb position peaked at $3.75M in Q2 2016.
2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.