IAG
BMY icon

Ipsen Advisor Group’s Bristol-Myers Squibb BMY Stock Holding History

Ipsen Advisor 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
Q2 		$626K Sell
10,857
-274
-2% -$15.7K 0.4% 60
2026
Q1 		$675K Sell
11,131
-29
-0.3% -$1.69K 0.47% 59
2025
Q4 		$602K Buy
11,160
+400
+4% +$19.2K 0.43% 60
2025
Q3 		$485K Buy
10,760
+548
+5% +$25.6K 0.35% 72
2025
Q2 		$473K Buy
10,212
+767
+8% +$37.7K 0.36% 71
2025
Q1 		$576K Buy
9,445
+64
+0.7% +$3.73K 0.5% 52
2024
Q4 		$531K Buy
+9,381
New +$524K 0.45% 54
2022
Q4 		$471K Buy
+6,552
New +$494K 0.54% 45

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ipsen Advisor Group's BMY Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, selling an estimated $15.7K and leaving 10,857 shares worth $626K. The position accounts for 0.4% of the portfolio, ranked #60.

Ipsen Advisor Group first reported a position in BMY in Q4 2022 and has held it in 8 quarters since. The position peaked at $675K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Ipsen Advisor Group held 10,857 shares of Bristol-Myers Squibb worth $626K as of Q2 2026.
  • Ipsen Advisor Group sold 274 Bristol-Myers Squibb shares in Q2 2026, an estimated $15.7K.
  • Bristol-Myers Squibb made up 0.4% of Ipsen Advisor Group's portfolio in Q2 2026, its #60 holding.
  • Ipsen Advisor Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Bristol-Myers Squibb position peaked at $675K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.