Investment Research & Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Investment Research & Advisory Group’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	–	Sell	-1,696	Closed	-$93.5K	–	280
2025 Q4	$93.5K	Buy	1,696 +23	+1%	+$1.11K	0.03%	95
2025 Q3	$76.9K	Buy	1,673 +23	+1%	+$1.07K	0.03%	104
2025 Q2	$76.4K	Hold	1,650	–	–	0.03%	97
2025 Q1	$101K	Buy	1,650 +750	+83%	+$43.7K	0.04%	92
2024 Q4	$50.9K	Buy	+900	New	+$50.3K	0.02%	106
2024 Q2	–	Sell	-1,170	Closed	-$63.4K	–	208
2024 Q1	$63.4K	Hold	1,170	–	–	0.03%	92
2023 Q4	$60K	Hold	1,170	–	–	0.03%	91
2023 Q3	$67.9K	Hold	1,170	–	–	0.04%	88
2023 Q2	$74.8K	Hold	1,170	–	–	0.04%	88
2023 Q1	$81.1K	Hold	1,170	–	–	0.05%	84
2022 Q4	$84.2K	Hold	1,170	–	–	0.06%	81
2022 Q3	$83K	Hold	1,170	–	–	0.06%	78
2022 Q2	$90K	Hold	1,170	–	–	0.07%	83
2022 Q1	$85K	Hold	1,170	–	–	0.05%	93
2021 Q4	$73K	Hold	1,170	–	–	0.04%	99
2021 Q3	$70K	Sell	1,170 -135	-10%	-$8.89K	0.05%	92
2021 Q2	$87K	Buy	1,305 +135	+12%	+$8.8K	0.06%	95
2021 Q1	$74K	Hold	1,170	–	–	0.05%	88
2020 Q4	$73K	Hold	1,170	–	–	0.05%	88
2020 Q3	$71K	Hold	1,170	–	–	0.06%	87
2020 Q2	$68K	Hold	1,170	–	–	0.06%	83
2020 Q1	$65K	Hold	1,170	–	–	0.06%	81
2019 Q4	$75K	Buy	+1,170	New	+$67K	0.07%	86

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Research & Advisory Group's BMY Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 1,696 shares — an estimated $93.5K sold.

Investment Research & Advisory Group first reported a position in BMY in Q4 2019 and held it in 23 quarters. The position peaked at $101K in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Investment Research & Advisory Group reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Investment Research & Advisory Group sold 1,696 Bristol-Myers Squibb shares in Q1 2026, an estimated $93.5K.
Investment Research & Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 23 quarters.
Investment Research & Advisory Group's Bristol-Myers Squibb position peaked at $101K in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.