IRON Financial’s Bristol-Myers Squibb BMY Stock Holding History

IRON Financial’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	$228K	Buy	3,949 +258	+7%	+$14.8K	0.09%	141
2026 Q1	$224K	Buy	+3,691	New	+$215K	0.1%	127
2024 Q3	–	Sell	-13,870	Closed	-$576K	–	110
2024 Q2	$576K	Buy	13,870 +340	+3%	+$15.2K	0.32%	56
2024 Q1	$734K	Buy	13,530 +3,060	+29%	+$156K	0.41%	46
2023 Q4	$537K	Sell	10,470 -509	-5%	-$26.7K	0.3%	56
2023 Q3	$637K	Buy	10,979 +926	+9%	+$56.7K	0.37%	49
2023 Q2	$643K	Sell	10,053 -70	-0.7%	-$4.69K	0.35%	53
2023 Q1	$702K	Buy	+10,123	New	+$714K	0.39%	50

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IRON Financial's BMY Position: Q2 2026 in Review

IRON Financial increased its Bristol-Myers Squibb (BMY) stake by 7% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,949 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #141.

IRON Financial first reported a position in BMY in Q1 2023 and has held it in 8 quarters since. The position peaked at $734K in Q1 2024. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IRON Financial held 3,949 shares of Bristol-Myers Squibb worth $228K as of Q2 2026.
IRON Financial bought 258 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.8K.
Bristol-Myers Squibb made up 0.09% of IRON Financial's portfolio in Q2 2026, its #141 holding.
IRON Financial first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 8 quarters since.
IRON Financial's Bristol-Myers Squibb position peaked at $734K in Q1 2024.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.