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Innovative Asset Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

Innovative Asset Advisors Group’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 		$345K Buy
5,985
+738
+14% +$42.4K 0.15% 121
2026
Q1 		$318K Buy
+5,247
New +$306K 0.18% 100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's BMY Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,985 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #121.

Innovative Asset Advisors Group first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Innovative Asset Advisors Group held 5,985 shares of Bristol-Myers Squibb worth $345K as of Q2 2026.
  • Innovative Asset Advisors Group bought 738 Bristol-Myers Squibb shares in Q2 2026, an estimated $42.4K.
  • Bristol-Myers Squibb made up 0.15% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #121 holding.
  • Innovative Asset Advisors Group first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.