IP
BMY icon

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

Investment Partners’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 		$756K Sell
12,459
-13
-0.1% -$758 0.27% 83
2025
Q4 		$673K Sell
12,472
-513
-4% -$24.7K 0.24% 89
2025
Q3 		$586K Buy
12,985
+394
+3% +$18.4K 0.21% 94
2025
Q2 		$583K Sell
12,591
-1,847
-13% -$90.7K 0.22% 91
2025
Q1 		$881K Buy
14,438
+60
+0.4% +$3.5K 0.37% 67
2024
Q4 		$813K Buy
14,378
+162
+1% +$9.05K 0.33% 71
2024
Q3 		$736K Sell
14,216
-277
-2% -$13K 0.31% 78
2024
Q2 		$602K Sell
14,493
-460
-3% -$20.6K 0.27% 84
2024
Q1 		$811K Buy
14,953
+76
+0.5% +$3.87K 0.37% 72
2023
Q4 		$763K Sell
14,877
-622
-4% -$32.6K 0.38% 71
2023
Q3 		$900K Buy
15,499
+1,224
+9% +$75K 0.47% 58
2023
Q2 		$913K Sell
14,275
-469
-3% -$31.4K 0.48% 60
2023
Q1 		$1.02M Buy
14,744
+28
+0.2% +$1.98K 0.54% 55
2022
Q4 		$1.06M Sell
14,716
-21,566
-59% -$1.63M 0.56% 53
2022
Q3 		$2.58M Buy
36,282
+21,603
+147% +$1.57M 0.77% 32
2022
Q2 		$1.13M Buy
14,679
+25
+0.2% +$1.9K 0.55% 51
2022
Q1 		$1.07M Buy
14,654
+29
+0.2% +$1.95K 0.45% 55
2021
Q4 		$912K Buy
14,625
+600
+4% +$35.2K 0.37% 64
2021
Q3 		$830K Sell
14,025
-72
-0.5% -$4.74K 0.38% 64
2021
Q2 		$942K Buy
14,097
+330
+2% +$21.5K 0.43% 53
2021
Q1 		$869K Buy
13,767
+26
+0.2% +$1.62K 0.42% 57
2020
Q4 		$852K Buy
13,741
+375
+3% +$23.1K 0.45% 53
2020
Q3 		$806K Sell
13,366
-5,121
-28% -$308K 0.48% 51
2020
Q2 		$1.09M Buy
18,487
+44
+0.2% +$2.63K 0.64% 47
2020
Q1 		$1.03M Sell
18,443
-72
-0.4% -$4.4K 0.74% 45
2019
Q4 		$1.19M Sell
18,515
-496
-3% -$28.4K 0.8% 44
2019
Q3 		$964K Buy
19,011
+420
+2% +$19.7K 0.7% 46
2019
Q2 		$843K Sell
18,591
-16
-0.1% -$745 0.6% 52
2019
Q1 		$888K Sell
18,607
-455
-2% -$22.7K 0.64% 49
2018
Q4 		$991K Buy
19,062
+44
+0.2% +$2.36K 0.84% 44
2018
Q3 		$1.27K Sell
19,018
-464
-2% -$27.5K 0.71% 36
2018
Q2 		$1.08M Sell
19,482
-839
-4% -$45.3K 0.8% 38
2018
Q1 		$1.28M Buy
20,321
+56
+0.3% +$3.6K 0.96% 33
2017
Q4 		$1.24M Buy
20,265
+63
+0.3% +$3.94K 0.92% 34
2017
Q3 		$1.29M Buy
20,202
+40
+0.2% +$2.34K 1.1% 33
2017
Q2 		$1.12M Sell
20,162
-188
-0.9% -$10.2K 1.02% 34
2017
Q1 		$1.11M Buy
20,350
+274
+1% +$15K 1.07% 35
2016
Q4 		$1.17M Sell
20,076
-28,223
-58% -$1.54M 1.15% 32
2016
Q3 		$2.6M Buy
48,299
+27,310
+130% +$1.75M 1.47% 18
2016
Q2 		$1.54M Sell
20,989
-29,717
-59% -$2.1M 1.54% 18
2016
Q1 		$3.49M Buy
50,706
+30,021
+145% +$1.89M 2.27% 5
2015
Q4 		$1.42M Buy
20,685
+504
+2% +$33.3K 1.71% 14
2015
Q3 		$1.19M Sell
20,181
-820
-4% -$52K 1.56% 16
2015
Q2 		$1.4M Buy
21,001
+114
+0.5% +$7.51K 1.69% 11
2015
Q1 		$1.34M Sell
20,887
-348
-2% -$21.8K 1.48% 12
2014
Q4 		$1.25M Buy
+21,235
New +$1.2M 1.45% 16

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

Investment Partners's BMY Position: Q1 2026 in Review

Investment Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.1% in Q1 2026, selling an estimated $758 and leaving 12,459 shares worth $756K. The position accounts for 0.27% of the portfolio, ranked #83.

Investment Partners first reported a position in BMY in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.49M in Q1 2016. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Investment Partners held 12,459 shares of Bristol-Myers Squibb worth $756K as of Q1 2026.
  • Investment Partners sold 13 Bristol-Myers Squibb shares in Q1 2026, an estimated $758.
  • Bristol-Myers Squibb made up 0.27% of Investment Partners's portfolio in Q1 2026, its #83 holding.
  • Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's Bristol-Myers Squibb position peaked at $3.49M in Q1 2016.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.