Investment Partners Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Investment Partners Asset 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 Q2	$538K	Buy	9,337 +40	+0.4%	+$2.3K	0.3%	91
2026 Q1	$564K	Hold	9,297	–	–	0.35%	85
2025 Q4	$501K	Hold	9,297	–	–	0.31%	89
2025 Q3	$419K	Sell	9,297 -200	-2%	-$9.34K	0.28%	108
2025 Q2	$440K	Hold	9,497	–	–	0.31%	100
2025 Q1	$579K	Sell	9,497 -1	-0%	-$58	0.45%	71
2024 Q4	$537K	Hold	9,498	–	–	0.42%	70
2024 Q3	$491K	Hold	9,498	–	–	0.4%	77
2024 Q2	$394K	Sell	9,498 -51	-0.5%	-$2.28K	0.35%	85
2024 Q1	$518K	Sell	9,549 -1,120	-10%	-$57.1K	0.47%	65
2023 Q4	$547K	Buy	+10,669	New	+$560K	0.54%	59

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Partners Asset Management's BMY Position: Q2 2026 in Review

Investment Partners Asset Management increased its Bristol-Myers Squibb (BMY) stake by 0.43% in Q2 2026, buying an estimated $2.3K and bringing the position to 9,337 shares worth $538K. The position accounts for 0.3% of the portfolio, ranked #91.

Investment Partners Asset Management first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $579K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Investment Partners Asset Management held 9,337 shares of Bristol-Myers Squibb worth $538K as of Q2 2026.
Investment Partners Asset Management bought 40 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.3K.
Bristol-Myers Squibb made up 0.3% of Investment Partners Asset Management's portfolio in Q2 2026, its #91 holding.
Investment Partners Asset Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Bristol-Myers Squibb position peaked at $579K in Q1 2025.
1,045 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.