IRC
BMY icon

Investors Research Corp’s Bristol-Myers Squibb BMY Stock Holding History

Investors Research Corp’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
Q3 		$508K Sell
8,135
-493
-6% -$31.2K 0.09% 170
2026
Q2 		$497K Sell
8,628
-156
-2% -$8.96K 0.09% 173
2026
Q1 		$533K Buy
8,784
+28
+0.3% +$1.63K 0.1% 172
2025
Q4 		$472K Hold
8,756
– – 0.09% 211
2025
Q3 		$395K Hold
8,756
– – 0.07% 225
2025
Q2 		$405K Hold
8,756
– – 0.08% 221
2025
Q1 		$534K Sell
8,756
-413
-5% -$24.1K 0.12% 180
2024
Q4 		$519K Hold
9,169
– – 0.11% 191
2024
Q3 		$474K Buy
9,169
+607
+7% +$28.5K 0.1% 209
2024
Q2 		$356K Buy
8,562
+7,775
+988% +$348K 0.08% 247
2024
Q1 		$42.7K Hold
787
– – 0.01% 520
2023
Q4 		$40.4K Hold
787
– – 0.01% 535
2023
Q3 		$45.7K Hold
787
– – 0.01% 526
2023
Q2 		$50.3K Hold
787
– – 0.01% 512
2023
Q1 		$54.5K Hold
787
– – 0.01% 518
2022
Q4 		$56.6K Hold
787
– – 0.02% 496
2022
Q3 		$56K Hold
787
– – 0.02% 473
2022
Q2 		$61K Hold
787
– – 0.02% 481
2022
Q1 		$57K Hold
787
– – 0.02% 498
2021
Q4 		$49K Hold
787
– – 0.01% 525
2021
Q3 		$47K Hold
787
– – 0.02% 529
2021
Q2 		$53K Hold
787
– – 0.02% 513
2021
Q1 		$50K Hold
787
– – 0.02% 511
2020
Q4 		$49K Hold
787
– – 0.02% 546
2020
Q3 		$47K Hold
787
– – 0.02% 514
2020
Q2 		$46K Hold
787
– – 0.02% 503
2020
Q1 		$44K Buy
787
+18
+2% +$1.1K 0.03% 467
2019
Q4 		$49K Buy
769
+300
+64% +$17.2K 0.02% 524
2019
Q3 		$24K Buy
+469
New +$22K 0.01% 651

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Investors Research Corp's BMY Position: Q3 2026 in Review

Investors Research Corp reduced its Bristol-Myers Squibb (BMY) stake by 5.7% in Q3 2026, selling an estimated $31.2K and leaving 8,135 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #170.

Investors Research Corp first reported a position in BMY in Q3 2019 and has held it in 29 quarters since. The position peaked at $534K in Q1 2025. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Investors Research Corp held 8,135 shares of Bristol-Myers Squibb worth $508K as of Q3 2026.
  • Investors Research Corp sold 493 Bristol-Myers Squibb shares in Q3 2026, an estimated $31.2K.
  • Bristol-Myers Squibb made up 0.09% of Investors Research Corp's portfolio in Q3 2026, its #170 holding.
  • Investors Research Corp first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 29 quarters since.
  • Investors Research Corp's Bristol-Myers Squibb position peaked at $534K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.