Ironwood Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Ironwood Investment Counsel’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	$259K	Hold	4,500	–	–	0.03%	243
2026 Q1	$273K	Buy	4,500 +221	+5%	+$12.9K	0.04%	228
2025 Q4	$231K	Sell	4,279 -254	-6%	-$12.2K	0.03%	247
2025 Q3	$204K	Sell	4,533 -134	-3%	-$6.26K	0.03%	255
2025 Q2	$216K	Buy	4,667 +96	+2%	+$4.71K	0.03%	240
2025 Q1	$279K	Sell	4,571 -262	-5%	-$15.3K	0.05%	205
2024 Q4	$273K	Sell	4,833 -97	-2%	-$5.42K	0.05%	213
2024 Q3	$255K	Hold	4,930	–	–	0.04%	227
2024 Q2	$205K	Hold	4,930	–	–	0.04%	246
2024 Q1	$267K	Hold	4,930	–	–	0.05%	224
2023 Q4	$253K	Buy	+4,930	New	+$259K	0.05%	216
2016 Q3	–	Sell	-5,560	Closed	-$409K	–	146
2016 Q2	$409K	Sell	5,560 -300	-5%	-$21.2K	0.24%	88
2016 Q1	$374K	Hold	5,860	–	–	0.2%	94
2015 Q4	$403K	Buy	5,860 +200	+4%	+$13.2K	0.23%	88
2015 Q3	$335K	Buy	5,660 +100	+2%	+$6.34K	0.18%	96
2015 Q2	$370K	Hold	5,560	–	–	0.19%	95
2015 Q1	$359K	Hold	5,560	–	–	0.18%	100
2014 Q4	$328K	Buy	+5,560	New	+$314K	0.17%	104

Other funds holding BMY

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Ironwood Investment Counsel's BMY Position: Q2 2026 in Review

Ironwood Investment Counsel held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,500 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #243.

Ironwood Investment Counsel first reported a position in BMY in Q4 2014 and has held it in 18 quarters since. The position peaked at $409K in Q2 2016. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ironwood Investment Counsel held 4,500 shares of Bristol-Myers Squibb worth $259K as of Q2 2026.
Ironwood Investment Counsel left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.03% of Ironwood Investment Counsel's portfolio in Q2 2026, its #243 holding.
Ironwood Investment Counsel first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 18 quarters since.
Ironwood Investment Counsel's Bristol-Myers Squibb position peaked at $409K in Q2 2016.
1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.