Integrated Wealth Concepts’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
Q1 | $11.3M | Buy |
186,704
+111,405
| +148% | +$6.49M | 0.09% | 229 |
|
|
2025
Q4 | $4.06M | Buy |
75,299
+3,227
| +4% | +$155K | 0.05% | 342 |
|
|
2025
Q3 | $3.25M | Sell |
72,072
-404
| -0.6% | -$18.9K | 0.03% | 509 |
|
|
2025
Q2 | $3.35M | Buy |
72,476
+9,513
| +15% | +$467K | 0.03% | 457 |
|
|
2025
Q1 | $3.84M | Sell |
62,963
-2,383
| -4% | -$139K | 0.04% | 377 |
|
|
2024
Q4 | $3.7M | Buy |
65,346
+10,616
| +19% | +$593K | 0.04% | 362 |
|
|
2024
Q3 | $2.83M | Sell |
54,730
-6,391
| -10% | -$300K | 0.03% | 448 |
|
|
2024
Q2 | $2.54M | Buy |
61,121
+3,994
| +7% | +$179K | 0.03% | 440 |
|
|
2024
Q1 | $3.1M | Sell |
57,127
-36,809
| -39% | -$1.88M | 0.04% | 382 |
|
|
2023
Q4 | $4.82M | Buy |
93,936
+43,939
| +88% | +$2.31M | 0.08% | 241 |
|
|
2023
Q3 | $2.9M | Sell |
49,997
-5,086
| -9% | -$312K | 0.05% | 332 |
|
|
2023
Q2 | $3.52M | Buy |
55,083
+3,939
| +8% | +$264K | 0.06% | 296 |
|
|
2023
Q1 | $3.54M | Buy |
51,144
+16,276
| +47% | +$1.15M | 0.07% | 253 |
|
|
2022
Q4 | $2.51M | Buy |
34,868
+496
| +1% | +$37.4K | 0.07% | 269 |
|
|
2022
Q3 | $2.44M | Buy |
34,372
+133
| +0.4% | +$9.65K | 0.08% | 238 |
|
|
2022
Q2 | $2.64M | Buy |
34,239
+719
| +2% | +$54.8K | 0.08% | 220 |
|
|
2022
Q1 | $2.45M | Sell |
33,520
-4,412
| -12% | -$296K | 0.07% | 218 |
|
|
2021
Q4 | $2.37M | Sell |
37,932
-4,879
| -11% | -$286K | 0.07% | 231 |
|
|
2021
Q3 | $2.53M | Buy |
42,811
+16,348
| +62% | +$1.08M | 0.08% | 204 |
|
|
2021
Q2 | $1.77M | Sell |
26,463
-1,218
| -4% | -$79.4K | 0.06% | 239 |
|
|
2021
Q1 | $1.75M | Sell |
27,681
-1,700
| -6% | -$106K | 0.07% | 207 |
|
|
2020
Q4 | $1.82M | Buy |
29,381
+1,500
| +5% | +$92.2K | 0.09% | 162 |
|
|
2020
Q3 | $1.68M | Buy |
27,881
+3,252
| +13% | +$196K | 0.1% | 146 |
|
|
2020
Q2 | $1.45M | Buy |
24,629
+7,684
| +45% | +$460K | 0.1% | 127 |
|
|
2020
Q1 | $945K | Buy |
16,945
+1,504
| +10% | +$91.9K | 0.09% | 143 |
|
|
2019
Q4 | $991K | Buy |
15,441
+8,753
| +131% | +$501K | 0.08% | 155 |
|
|
2019
Q3 | $339K | Sell |
6,688
-391
| -6% | -$18.4K | 0.04% | 286 |
|
|
2019
Q2 | $306K | Sell |
7,079
-1,721
| -20% | -$80.2K | 0.04% | 268 |
|
|
2019
Q1 | $420K | Buy |
8,800
+1,305
| +17% | +$65K | 0.07% | 191 |
|
|
2018
Q4 | $390K | Buy |
7,495
+2,886
| +63% | +$155K | 0.11% | 151 |
|
|
2018
Q3 | $286K | Buy |
4,609
+374
| +9% | +$22.2K | 0.09% | 183 |
|
|
2018
Q2 | $234K | Buy |
4,235
+105
| +3% | +$5.67K | 0.08% | 190 |
|
|
2018
Q1 | $256K | Sell |
4,130
-600
| -13% | -$38.6K | 0.1% | 162 |
|
|
2017
Q4 | $293K | Buy |
+4,730
| New | +$296K | 0.13% | 137 |
|
Other funds holding BMY
VCM
VPM
Integrated Wealth Concepts's BMY Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Bristol-Myers Squibb (BMY) stake by 148% in Q1 2026, buying an estimated $6.49M and bringing the position to 186,704 shares worth $11.3M. The position accounts for 0.09% of the portfolio, ranked #229.
Integrated Wealth Concepts first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- Integrated Wealth Concepts held 186,704 shares of Bristol-Myers Squibb worth $11.3M as of Q1 2026.
- Integrated Wealth Concepts bought 111,405 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.49M.
- Bristol-Myers Squibb made up 0.09% of Integrated Wealth Concepts's portfolio in Q1 2026, its #229 holding.
- Integrated Wealth Concepts first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.