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

Investment Research 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
Q2 		$962K Sell
16,698
-53
-0.3% -$3.04K 0.33% 74
2026
Q1 		$1.02M Buy
16,751
+3,617
+28% +$211K 0.41% 56
2025
Q4 		$708K Buy
13,134
+179
+1% +$8.61K 0.3% 82
2025
Q3 		$552K Buy
+12,955
New +$605K 0.25% 98

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Investment Research Partners's BMY Position: Q2 2026 in Review

Investment Research Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.32% in Q2 2026, selling an estimated $3.04K and leaving 16,698 shares worth $962K. The position accounts for 0.33% of the portfolio, ranked #74.

Investment Research Partners first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Investment Research Partners held 16,698 shares of Bristol-Myers Squibb worth $962K as of Q2 2026.
  • Investment Research Partners sold 53 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.04K.
  • Bristol-Myers Squibb made up 0.33% of Investment Research Partners's portfolio in Q2 2026, its #74 holding.
  • Investment Research Partners first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Bristol-Myers Squibb position peaked at $1.02M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.