IF
BMY icon

Intrua Financial’s Bristol-Myers Squibb BMY Stock Holding History

Intrua Financial’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 		$1.12M Sell
19,442
-1,618
-8% -$92.9K 0.1% 147
2026
Q1 		$1.28M Sell
21,060
-10
-0% -$583 0.13% 122
2025
Q4 		$1.14M Buy
21,070
+1,788
+9% +$86K 0.12% 134
2025
Q3 		$870K Buy
19,282
+544
+3% +$25.4K 0.09% 171
2025
Q2 		$867K Sell
18,738
-3,878
-17% -$190K 0.12% 131
2025
Q1 		$1.38M Buy
22,616
+4,652
+26% +$271K 0.2% 88
2024
Q4 		$1.02M Sell
17,964
-356
-2% -$19.9K 0.16% 108
2024
Q3 		$948K Sell
18,320
-1,597
-8% -$74.9K 0.14% 127
2024
Q2 		$827K Buy
19,917
+4,315
+28% +$193K 0.12% 145
2024
Q1 		$846K Buy
15,602
+4,522
+41% +$230K 0.12% 157
2023
Q4 		$569K Buy
11,080
+2,677
+32% +$141K 0.08% 204
2023
Q3 		$488K Buy
8,403
+819
+11% +$50.2K 0.08% 198
2023
Q2 		$485K Buy
7,584
+2,124
+39% +$142K 0.08% 201
2023
Q1 		$372K Buy
5,460
+865
+19% +$61K 0.08% 219
2022
Q4 		$339K Sell
4,595
-753
-14% -$56.8K 0.08% 235
2022
Q3 		$380K Sell
5,348
-692
-11% -$50.2K 0.1% 200
2022
Q2 		$465K Sell
6,040
-2,692
-31% -$205K 0.1% 216
2022
Q1 		$638K Sell
8,732
-1,346
-13% -$90.4K 0.11% 187
2021
Q4 		$628K Buy
10,078
+723
+8% +$42.4K 0.11% 185
2021
Q3 		$528K Buy
+9,355
New +$616K 0.1% 202
2021
Q2 		– Sell
-3,226
Closed -$213K – 297
2021
Q1 		$213K Buy
+3,226
New +$201K 0.05% 273

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Intrua Financial's BMY Position: Q2 2026 in Review

Intrua Financial reduced its Bristol-Myers Squibb (BMY) stake by 7.7% in Q2 2026, selling an estimated $92.9K and leaving 19,442 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #147.

Intrua Financial first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.38M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Intrua Financial held 19,442 shares of Bristol-Myers Squibb worth $1.12M as of Q2 2026.
  • Intrua Financial sold 1,618 Bristol-Myers Squibb shares in Q2 2026, an estimated $92.9K.
  • Bristol-Myers Squibb made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #147 holding.
  • Intrua Financial first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's Bristol-Myers Squibb position peaked at $1.38M in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.