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
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 $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

Ipsen Advisor Group's BMY Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Bristol-Myers Squibb (BMY) stake by 0.26% in Q1 2026, selling an estimated $1.69K and leaving 11,131 shares worth $675K. The position accounts for 0.47% of the portfolio, ranked #59.

Ipsen Advisor Group first reported a position in BMY in Q4 2022 and has held it in 7 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Ipsen Advisor Group held 11,131 shares of Bristol-Myers Squibb worth $675K as of Q1 2026.
  • Ipsen Advisor Group sold 29 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.69K.
  • Bristol-Myers Squibb made up 0.47% of Ipsen Advisor Group's portfolio in Q1 2026, its #59 holding.
  • Ipsen Advisor Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 7 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.