IQ EQ Fund Management’s Bristol-Myers Squibb BMY Stock Holding History

IQ EQ Fund 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	$7.99M	Buy	138,710 +25,400	+22%	+$1.46M	0.51%	63
2026 Q1	$6.87M	Buy	113,310 +18,200	+19%	+$1.06M	0.52%	63
2025 Q4	$5.13M	Hold	95,110	–	–	0.35%	82
2025 Q3	$4.29M	Hold	95,110	–	–	0.29%	101
2025 Q2	$4.4M	Hold	95,110	–	–	0.39%	81
2025 Q1	$5.8M	Buy	95,110 +9,410	+11%	+$548K	0.68%	45
2024 Q4	$4.85M	Sell	85,700 -11,500	-12%	-$643K	0.57%	56
2024 Q3	$5.03M	Buy	97,200 +26,000	+37%	+$1.22M	0.52%	55
2024 Q2	$2.96M	Hold	71,200	–	–	0.34%	87
2024 Q1	$3.86M	Hold	71,200	–	–	0.44%	78
2023 Q4	$3.65M	Buy	+71,200	New	+$3.74M	0.43%	83
2020 Q2	–	Sell	-5,137	Closed	-$286K	–	191
2020 Q1	$286K	Hold	5,137	–	–	0.12%	114
2019 Q4	$330K	Sell	5,137 -2,700	-34%	-$155K	0.1%	121
2019 Q3	$397K	Sell	7,837 -1,195	-13%	-$56.2K	0.13%	115
2019 Q2	$410K	Buy	+9,032	New	+$421K	0.13%	117
2016 Q4	–	Sell	-13,114	Closed	-$762K	–	105
2016 Q3	$762K	Sell	13,114 -686	-5%	-$44.1K	0.14%	87
2016 Q2	$1.11M	Buy	13,800 +128	+0.9%	+$9.04K	0.21%	76
2016 Q1	$927K	Buy	13,672 +40	+0.3%	+$2.52K	0.17%	82
2015 Q4	$1.04M	Sell	13,632 -1,445	-10%	-$95.5K	0.18%	80
2015 Q3	$967K	Sell	15,077 -986	-6%	-$62.5K	0.16%	81
2015 Q2	$1.16M	Sell	16,063 -305	-2%	-$20.1K	0.17%	65
2015 Q1	$1.19M	Sell	16,368 -2,989	-15%	-$187K	0.16%	61
2014 Q4	$1.14M	Buy	+19,357	New	+$1.09M	0.17%	60

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IQ EQ Fund Management's BMY Position: Q2 2026 in Review

IQ EQ Fund Management increased its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, buying an estimated $1.46M and bringing the position to 138,710 shares worth $7.99M. The position accounts for 0.51% of the portfolio, ranked #63.

IQ EQ Fund Management first reported a position in BMY in Q4 2014 and has held it in 23 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IQ EQ Fund Management held 138,710 shares of Bristol-Myers Squibb worth $7.99M as of Q2 2026.
IQ EQ Fund Management bought 25,400 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.46M.
Bristol-Myers Squibb made up 0.51% of IQ EQ Fund Management's portfolio in Q2 2026, its #63 holding.
IQ EQ Fund Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 23 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.