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Inspire Trust Company’s Bristol-Myers Squibb BMY Stock Holding History

Inspire Trust Company’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 		$7.88M Hold
130,000
– – 1.22% 20
2025
Q4 		$7.01M Buy
130,000
+13,000
+11% +$625K 1.15% 22
2025
Q3 		$5.28M Buy
117,000
+10,000
+9% +$467K 0.96% 39
2025
Q2 		$4.95M Buy
107,000
+35,000
+49% +$1.72M 1.02% 33
2025
Q1 		$4.39M Buy
72,000
+14,000
+24% +$816K 1.04% 30
2024
Q4 		$3.28M Sell
58,000
-45,500
-44% -$2.54M 0.84% 48
2024
Q3 		$5.36M Buy
103,500
+29,044
+39% +$1.36M 1.48% 15
2024
Q2 		$3.09M Buy
74,456
+20,315
+38% +$909K 1.02% 29
2024
Q1 		$2.94M Buy
54,141
+24,805
+85% +$1.26M 1.64% 14
2023
Q4 		$1.51M Buy
+29,336
New +$1.54M 1.55% 13

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

Inspire Trust Company's BMY Position: Q1 2026 in Review

Inspire Trust Company held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 130,000 shares worth $7.88M. The position accounts for 1.22% of the portfolio, ranked #20.

Inspire Trust Company first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Inspire Trust Company held 130,000 shares of Bristol-Myers Squibb worth $7.88M as of Q1 2026.
  • Inspire Trust Company left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 1.22% of Inspire Trust Company's portfolio in Q1 2026, its #20 holding.
  • Inspire Trust Company first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.