IFWM
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Institute for Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Institute for Wealth Management’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 		$1.23M Sell
20,285
-166
-0.8% -$9.68K 0.13% 172
2025
Q4 		$1.1M Sell
20,451
-577
-3% -$27.8K 0.12% 176
2025
Q3 		$948K Sell
21,028
-1,382
-6% -$64.5K 0.1% 207
2025
Q2 		$1.04M Sell
22,410
-146
-0.6% -$7.17K 0.12% 186
2025
Q1 		$1.38M Sell
22,556
-3,334
-13% -$194K 0.18% 126
2024
Q4 		$1.46M Sell
25,890
-7,082
-21% -$396K 0.18% 112
2024
Q3 		$1.71M Buy
32,972
+1,097
+3% +$51.5K 0.22% 107
2024
Q2 		$1.32M Buy
31,875
+297
+0.9% +$13.3K 0.18% 121
2024
Q1 		$1.71M Buy
31,578
+1,522
+5% +$77.5K 0.22% 97
2023
Q4 		$1.54M Buy
30,056
+296
+1% +$15.5K 0.25% 94
2023
Q3 		$1.73M Sell
29,760
-284
-0.9% -$17.4K 0.31% 79
2023
Q2 		$1.92M Sell
30,044
-352
-1% -$23.6K 0.32% 77
2023
Q1 		$2.11M Sell
30,396
-364
-1% -$25.7K 0.4% 58
2022
Q4 		$2.21M Sell
30,760
-56
-0.2% -$4.22K 0.47% 49
2022
Q3 		$2.19M Buy
30,816
+1
+0% +$73 0.49% 45
2022
Q2 		$2.37M Sell
30,815
-9,199
-23% -$701K 0.47% 43
2022
Q1 		$2.92M Sell
40,014
-16,064
-29% -$1.08M 0.47% 44
2021
Q4 		$3.5M Buy
56,078
+458
+0.8% +$26.9K 0.57% 31
2021
Q3 		$3.29M Sell
55,620
-6
-0% -$395 0.58% 32
2021
Q2 		$3.72M Sell
55,626
-591
-1% -$38.5K 0.65% 26
2021
Q1 		$3.55M Buy
56,217
+186
+0.3% +$11.6K 0.67% 26
2020
Q4 		$3.48M Buy
56,031
+360
+0.6% +$22.1K 0.69% 27
2020
Q3 		$3.36M Buy
55,671
+35,658
+178% +$2.15M 0.77% 24
2020
Q2 		$1.18M Buy
20,013
+106
+0.5% +$6.34K 0.29% 91
2020
Q1 		$1.11M Buy
19,907
+369
+2% +$22.6K 0.34% 78
2019
Q4 		$1.25M Buy
19,538
+6,752
+53% +$387K 0.28% 93
2019
Q3 		$648K Sell
12,786
-6,357
-33% -$299K 0.16% 187
2019
Q2 		$868K Buy
19,143
+702
+4% +$32.7K 0.19% 154
2019
Q1 		$880K Buy
+18,441
New +$919K 0.19% 147
2018
Q4 		– Sell
-18,604
Closed -$1.14M – 272
2018
Q3 		$1.14M Sell
18,604
-448
-2% -$26.6K 0.39% 93
2018
Q2 		$1.06M Buy
19,052
+950
+5% +$51.3K 0.34% 103
2018
Q1 		$945K Buy
18,102
+4,316
+31% +$278K 0.28% 131
2017
Q4 		$840K Sell
13,786
-7,236
-34% -$453K 0.19% 156
2017
Q3 		$1.34M Sell
21,022
-117
-0.6% -$6.83K 0.43% 74
2017
Q2 		$1.18M Buy
+21,139
New +$1.15M 0.33% 89

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

Institute for Wealth Management's BMY Position: Q1 2026 in Review

Institute for Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.81% in Q1 2026, selling an estimated $9.68K and leaving 20,285 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #172.

Institute for Wealth Management first reported a position in BMY in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.72M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Institute for Wealth Management held 20,285 shares of Bristol-Myers Squibb worth $1.23M as of Q1 2026.
  • Institute for Wealth Management sold 166 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.68K.
  • Bristol-Myers Squibb made up 0.13% of Institute for Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Institute for Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's Bristol-Myers Squibb position peaked at $3.72M in Q2 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.