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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
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
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

IQ EQ Fund Management's BMY Position: Q1 2026 in Review

IQ EQ Fund Management increased its Bristol-Myers Squibb (BMY) stake by 19% in Q1 2026, buying an estimated $1.06M and bringing the position to 113,310 shares worth $6.87M. The position accounts for 0.52% of the portfolio, ranked #63.

IQ EQ Fund Management first reported a position in BMY in Q4 2014 and has held it in 22 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • IQ EQ Fund Management held 113,310 shares of Bristol-Myers Squibb worth $6.87M as of Q1 2026.
  • IQ EQ Fund Management bought 18,200 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.06M.
  • Bristol-Myers Squibb made up 0.52% of IQ EQ Fund Management's portfolio in Q1 2026, its #63 holding.
  • IQ EQ Fund Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 22 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.