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

Ironwood 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	$537K	Sell	9,054 -75	-0.8%	-$4.31K	0.08%	116
2026 Q1	$554K	Hold	9,129	–	–	0.1%	110
2025 Q4	$509K	Buy	9,129 +100	+1%	+$4.81K	0.09%	113
2025 Q3	$407K	Hold	9,029	–	–	0.07%	122
2025 Q2	$551K	Hold	9,029	–	–	0.12%	105
2025 Q1	$551K	Hold	9,029	–	–	0.12%	105
2024 Q4	$511K	Hold	9,029	–	–	0.11%	107
2024 Q3	$467K	Sell	9,029 -592	-6%	-$27.8K	0.1%	107
2024 Q2	$400K	Sell	9,621 -4,352	-31%	-$195K	0.09%	115
2024 Q1	$758K	Hold	13,973	–	–	0.17%	86
2023 Q4	$717K	Hold	13,973	–	–	0.17%	85
2023 Q3	$811K	Buy	13,973 +150	+1%	+$9.19K	0.22%	68
2023 Q2	$884K	Hold	13,823	–	–	0.23%	67
2023 Q1	$958K	Hold	13,823	–	–	0.27%	63
2022 Q4	$995K	Hold	13,823	–	–	0.31%	59
2022 Q3	$983K	Hold	13,823	–	–	0.33%	57
2022 Q2	$1.06M	Hold	13,823	–	–	0.34%	56
2022 Q1	$1.01M	Hold	13,823	–	–	0.28%	64
2021 Q4	$862K	Hold	13,823	–	–	0.24%	68
2021 Q3	$818K	Buy	13,823 +1,717	+14%	+$113K	0.24%	68
2021 Q2	$809K	Hold	12,106	–	–	0.24%	65
2021 Q1	$764K	Hold	12,106	–	–	0.25%	65
2020 Q4	$751K	Buy	12,106 +11,982	+9,663%	+$737K	0.28%	62
2020 Q3	$7K	Hold	124	–	–	﹤0.01%	285
2020 Q2	$7K	Hold	124	–	–	﹤0.01%	272
2020 Q1	$7K	Buy	124 +40	+48%	+$2.44K	﹤0.01%	238
2019 Q4	$5K	Buy	+84	New	+$4.81K	﹤0.01%	308
2015 Q1	–	Sell	-5	Closed	–	–	335
2014 Q4	$0	Buy	+5	New	+$282	﹤0.01%	315

Other funds holding BMY

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ironwood Financial's BMY Position: Q2 2026 in Review

Ironwood Financial reduced its Bristol-Myers Squibb (BMY) stake by 0.82% in Q2 2026, selling an estimated $4.31K and leaving 9,054 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #116.

Ironwood Financial first reported a position in BMY in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.06M in Q2 2022. 889 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ironwood Financial held 9,054 shares of Bristol-Myers Squibb worth $537K as of Q2 2026.
Ironwood Financial sold 75 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.31K.
Bristol-Myers Squibb made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #116 holding.
Ironwood Financial first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 28 quarters since.
Ironwood Financial's Bristol-Myers Squibb position peaked at $1.06M in Q2 2022.
889 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.