Intellectus Partners’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
2018
Q2
Sell
-1,000
Closed -$1K 587
2018
Q1
$1K Hold
1,000
﹤0.01% 576
2017
Q4
$1K Buy
+1,000
New +$62.5K ﹤0.01% 590

Other funds holding BMY

Intellectus Partners's BMY Position: Q2 2026 in Review

Intellectus Partners reduced its Bristol-Myers Squibb (BMY) stake by 9.5% in Q2 2026, selling an estimated $103K and leaving 17,002 shares worth $980K. The position accounts for 0.17% of the portfolio, ranked #144.

Intellectus Partners first reported a position in BMY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.8M in Q4 2022. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Intellectus Partners held 17,002 shares of Bristol-Myers Squibb worth $980K as of Q2 2026.
  • Intellectus Partners sold 1,794 Bristol-Myers Squibb shares in Q2 2026, an estimated $103K.
  • Bristol-Myers Squibb made up 0.17% of Intellectus Partners's portfolio in Q2 2026, its #144 holding.
  • Intellectus Partners first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 39 quarters since.
  • Intellectus Partners's Bristol-Myers Squibb position peaked at $2.8M in Q4 2022.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.