Indiana Trust & Investment Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $678K | Sell |
11,769
-200
| -2% | -$11.5K | 0.19% | 91 |
|
|
2026
Q1 | $726K | Sell |
11,969
-116
| -1% | -$6.76K | 0.22% | 81 |
|
|
2025
Q4 | $652K | Hold |
12,085
| – | – | 0.19% | 92 |
|
|
2025
Q3 | $545K | Hold |
12,085
| – | – | 0.17% | 99 |
|
|
2025
Q2 | $559K | Buy |
12,085
+476
| +4% | +$23.4K | 0.19% | 95 |
|
|
2025
Q1 | $708K | Sell |
11,609
-500
| -4% | -$29.1K | 0.26% | 77 |
|
|
2024
Q4 | $685K | Hold |
12,109
| – | – | 0.23% | 77 |
|
|
2024
Q3 | $627K | Sell |
12,109
-1,982
| -14% | -$93K | 0.21% | 86 |
|
|
2024
Q2 | $585K | Sell |
14,091
-1,595
| -10% | -$71.4K | 0.21% | 83 |
|
|
2024
Q1 | $851K | Sell |
15,686
-158
| -1% | -$8.05K | 0.34% | 66 |
|
|
2023
Q4 | $813K | Sell |
15,844
-290
| -2% | -$15.2K | 0.37% | 66 |
|
|
2023
Q3 | $936K | Sell |
16,134
-1,157
| -7% | -$70.9K | 0.47% | 54 |
|
|
2023
Q2 | $1.11M | Sell |
17,291
-450
| -3% | -$30.2K | 0.56% | 37 |
|
|
2023
Q1 | $1.23M | Sell |
17,741
-237
| -1% | -$16.7K | 0.67% | 31 |
|
|
2022
Q4 | $1.29K | Sell |
17,978
-752
| -4% | -$56.7K | 0.73% | 34 |
|
|
2022
Q3 | $1.33M | Sell |
18,730
-1,429
| -7% | -$104K | 0.81% | 27 |
|
|
2022
Q2 | $1.55M | Hold |
20,159
| – | – | 0.87% | 24 |
|
|
2022
Q1 | $1.47M | Sell |
20,159
-275
| -1% | -$18.5K | 0.71% | 30 |
|
|
2021
Q4 | $1.27M | Sell |
20,434
-660
| -3% | -$38.7K | 0.59% | 37 |
|
|
2021
Q3 | $1.25M | Sell |
21,094
-725
| -3% | -$47.7K | 0.63% | 32 |
|
|
2021
Q2 | $1.35M | Buy |
21,819
+810
| +4% | +$52.8K | 0.74% | 31 |
|
|
2021
Q1 | $1.33M | Sell |
21,009
-810
| -4% | -$50.4K | 0.71% | 30 |
|
|
2020
Q4 | $1.35M | Sell |
21,819
-1,110
| -5% | -$68.3K | 0.74% | 31 |
|
|
2020
Q3 | $1.38M | Sell |
22,929
-455
| -2% | -$27.4K | 0.82% | 29 |
|
|
2020
Q2 | $1.38M | Hold |
23,384
| – | – | 0.85% | 27 |
|
|
2020
Q1 | $1.3M | Sell |
23,384
-75
| -0.3% | -$4.58K | 0.93% | 25 |
|
|
2019
Q4 | $1.51M | Buy |
23,459
+9,522
| +68% | +$545K | 0.84% | 30 |
|
|
2019
Q3 | $707K | Buy |
13,937
+50
| +0.4% | +$2.35K | 0.4% | 53 |
|
|
2019
Q2 | $630K | Hold |
13,887
| – | – | 0.35% | 62 |
|
|
2019
Q1 | $663K | Sell |
13,887
-1,050
| -7% | -$52.3K | 0.34% | 59 |
|
|
2018
Q4 | $776K | Buy |
14,937
+180
| +1% | +$9.67K | 0.43% | 55 |
|
|
2018
Q3 | $916K | Hold |
14,757
| – | – | 0.42% | 54 |
|
|
2018
Q2 | $817K | Sell |
14,757
-520
| -3% | -$28.1K | 0.39% | 55 |
|
|
2018
Q1 | $966K | Buy |
15,277
+1,455
| +11% | +$93.6K | 0.45% | 52 |
|
|
2017
Q4 | $847K | Buy |
13,822
+550
| +4% | +$34.4K | 0.39% | 56 |
|
|
2017
Q3 | $846K | Hold |
13,272
| – | – | 0.41% | 54 |
|
|
2017
Q2 | $740K | Buy |
13,272
+120
| +0.9% | +$6.53K | 0.36% | 60 |
|
|
2017
Q1 | $715K | Buy |
13,152
+200
| +2% | +$11K | 0.36% | 59 |
|
|
2016
Q4 | $757K | Hold |
12,952
| – | – | 0.39% | 57 |
|
|
2016
Q3 | $698K | Hold |
12,952
| – | – | 0.35% | 64 |
|
|
2016
Q2 | $953K | Hold |
12,952
| – | – | 0.48% | 53 |
|
|
2016
Q1 | $827K | Hold |
12,952
| – | – | 0.44% | 58 |
|
|
2015
Q4 | $765K | Hold |
12,952
| – | – | 0.4% | 65 |
|
|
2015
Q3 | $767K | Hold |
12,952
| – | – | 0.44% | 57 |
|
|
2015
Q2 | $862K | Hold |
12,952
| – | – | 0.45% | 58 |
|
|
2015
Q1 | $835K | Hold |
12,952
| – | – | 0.42% | 59 |
|
|
2014
Q4 | $765K | Hold |
12,952
| – | – | 0.4% | 65 |
|
|
2014
Q3 | $663K | Hold |
12,952
| – | – | 0.35% | 69 |
|
|
2014
Q2 | $628K | Hold |
12,952
| – | – | 0.36% | 72 |
|
|
2014
Q1 | $673K | Buy |
12,952
+1,500
| +13% | +$79.8K | 0.42% | 63 |
|
|
2013
Q4 | $609K | Hold |
11,452
| – | – | 0.35% | 64 |
|
|
2013
Q3 | $530K | Hold |
11,452
| – | – | 0.32% | 69 |
|
|
2013
Q2 | $512K | Buy |
+11,452
| New | +$497K | 0.42% | 67 |
|
Other funds holding BMY
AIM
SAM
Indiana Trust & Investment Management's BMY Position: Q2 2026 in Review
Indiana Trust & Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 11,769 shares worth $678K. The position accounts for 0.19% of the portfolio, ranked #91.
Indiana Trust & Investment Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q2 2022. 1,390 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Indiana Trust & Investment Management held 11,769 shares of Bristol-Myers Squibb worth $678K as of Q2 2026.
- Indiana Trust & Investment Management sold 200 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.5K.
- Bristol-Myers Squibb made up 0.19% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #91 holding.
- Indiana Trust & Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
- Indiana Trust & Investment Management's Bristol-Myers Squibb position peaked at $1.55M in Q2 2022.
- 1,390 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.