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Ipswich Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Ipswich Investment Management’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 		$993K Buy
17,229
+2,400
+16% +$138K 0.21% 87
2026
Q1 		$899K Sell
14,829
-1,722
-10% -$100K 0.21% 91
2025
Q4 		$893K Hold
16,551
– – 0.21% 88
2025
Q3 		$746K Sell
16,551
-160
-1% -$7.47K 0.17% 100
2025
Q2 		$774K Hold
16,711
– – 0.19% 102
2025
Q1 		$1.02M Sell
16,711
-1,904
-10% -$111K 0.25% 81
2024
Q4 		$1.05M Sell
18,615
-1,370
-7% -$76.5K 0.25% 81
2024
Q3 		$1.03M Sell
19,985
-270
-1% -$12.7K 0.24% 85
2024
Q2 		$841K Sell
20,255
-50
-0.2% -$2.24K 0.2% 95
2024
Q1 		$1.1M Hold
20,305
– – 0.26% 81
2023
Q4 		$1.04M Sell
20,305
-290
-1% -$15.2K 0.26% 82
2023
Q3 		$1.2M Sell
20,595
-2,550
-11% -$156K 0.33% 72
2023
Q2 		$1.48M Hold
23,145
– – 0.39% 66
2023
Q1 		$1.6M Sell
23,145
-240
-1% -$16.9K 0.44% 64
2022
Q4 		$1.68M Sell
23,385
-75
-0.3% -$5.66K 0.48% 60
2022
Q3 		$1.67M Buy
23,460
+350
+2% +$25.4K 0.53% 55
2022
Q2 		$1.78M Buy
23,110
+133
+0.6% +$10.1K 0.51% 60
2022
Q1 		$1.68M Sell
22,977
-500
-2% -$33.6K 0.42% 69
2021
Q4 		$1.46M Sell
23,477
-215
-0.9% -$12.6K 0.34% 83
2021
Q3 		$1.4M Sell
23,692
-380
-2% -$25K 0.36% 80
2021
Q2 		$1.61M Buy
24,072
+111
+0.5% +$7.24K 0.41% 68
2021
Q1 		$1.51M Hold
23,961
– – 0.43% 64
2020
Q4 		$1.49M Sell
23,961
-2,129
-8% -$131K 0.45% 64
2020
Q3 		$1.57M Hold
26,090
– – 0.5% 59
2020
Q2 		$1.53M Sell
26,090
-1,645
-6% -$98.4K 0.53% 58
2020
Q1 		$1.55M Sell
27,735
-5,902
-18% -$361K 0.61% 51
2019
Q4 		$2.16M Buy
33,637
+4,865
+17% +$279K 0.63% 51
2019
Q3 		$1.46M Hold
28,772
– – 0.46% 61
2019
Q2 		$1.3M Hold
28,772
– – 0.42% 65
2019
Q1 		$1.37M Buy
28,772
+50
+0.2% +$2.49K 0.45% 62
2018
Q4 		$1.49M Buy
28,722
+1,100
+4% +$59.1K 0.55% 54
2018
Q3 		$1.72M Sell
27,622
-45
-0.2% -$2.67K 0.58% 56
2018
Q2 		$1.53M Sell
27,667
-2,000
-7% -$108K 0.7% 53
2018
Q1 		$1.88M Buy
29,667
+1,050
+4% +$67.5K 0.79% 42
2017
Q4 		$1.75M Hold
28,617
– – 0.74% 44
2017
Q3 		$1.82M Hold
28,617
– – 0.82% 40
2017
Q2 		$1.59M Sell
28,617
-600
-2% -$32.6K 0.75% 43
2017
Q1 		$1.59M Sell
29,217
-325
-1% -$17.8K 0.69% 44
2016
Q4 		$1.73M Hold
29,542
– – 0.78% 44
2016
Q3 		$1.59M Sell
29,542
-350
-1% -$22.5K 0.78% 45
2016
Q2 		$2.2M Sell
29,892
-1,620
-5% -$114K 1.09% 38
2016
Q1 		$2.25M Buy
31,512
+812
+3% +$51.2K 1.07% 38
2015
Q4 		$2.11M Buy
30,700
+1,111
+4% +$73.4K 0.95% 43
2015
Q3 		$1.75M Sell
29,589
-310
-1% -$19.7K 0.83% 45
2015
Q2 		$1.99M Sell
29,899
-300
-1% -$19.8K 0.9% 44
2015
Q1 		$1.95M Buy
30,199
+1
+0% +$63 0.85% 46
2014
Q4 		$1.78M Buy
30,198
+600
+2% +$33.8K 0.76% 46
2014
Q3 		$1.51M Sell
29,598
-1,688
-5% -$84.3K 0.64% 49
2014
Q2 		$1.52M Buy
31,286
+1,690
+6% +$83.3K 0.59% 51
2014
Q1 		$1.54M Sell
29,596
-1,200
-4% -$63.9K 0.66% 49
2013
Q4 		$1.64M Sell
30,796
-988
-3% -$50.3K 0.68% 47
2013
Q3 		$1.47M Sell
31,784
-950
-3% -$41.7K 0.66% 50
2013
Q2 		$1.46M Buy
+32,734
New +$1.42M 0.63% 52

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ipswich Investment Management's BMY Position: Q2 2026 in Review

Ipswich Investment Management increased its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 17,229 shares worth $993K. The position accounts for 0.21% of the portfolio, ranked #87.

Ipswich Investment Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.25M in Q1 2016. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Ipswich Investment Management held 17,229 shares of Bristol-Myers Squibb worth $993K as of Q2 2026.
  • Ipswich Investment Management bought 2,400 Bristol-Myers Squibb shares in Q2 2026, an estimated $138K.
  • Bristol-Myers Squibb made up 0.21% of Ipswich Investment Management's portfolio in Q2 2026, its #87 holding.
  • Ipswich Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Bristol-Myers Squibb position peaked at $2.25M in Q1 2016.
  • 936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.