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

Ironwood Investment 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	$367K	Hold	6,047	–	–	0.15%	130
2025 Q4	$326K	Hold	6,047	–	–	0.14%	134
2025 Q3	$273K	Hold	6,047	–	–	0.12%	137
2025 Q2	$280K	Sell	6,047 -192	-3%	-$9.43K	0.14%	130
2025 Q1	$381K	Hold	6,239	–	–	0.21%	115
2024 Q4	$353K	Hold	6,239	–	–	0.18%	125
2024 Q3	$323K	Hold	6,239	–	–	0.16%	131
2024 Q2	$259K	Hold	6,239	–	–	0.14%	134
2024 Q1	$338K	Hold	6,239	–	–	0.17%	129
2023 Q4	$320K	Hold	6,239	–	–	0.17%	127
2023 Q3	$362K	Hold	6,239	–	–	0.22%	107
2023 Q2	$399K	Hold	6,239	–	–	0.23%	110
2023 Q1	$432K	Hold	6,239	–	–	0.27%	106
2022 Q4	$449K	Hold	6,239	–	–	0.3%	103
2022 Q3	$444K	Hold	6,239	–	–	0.31%	104
2022 Q2	$480K	Sell	6,239 -3,200	-34%	-$244K	0.32%	101
2022 Q1	$689K	Hold	9,439	–	–	0.37%	93
2021 Q4	$589K	Hold	9,439	–	–	0.29%	109
2021 Q3	$559K	Hold	9,439	–	–	0.29%	109
2021 Q2	$631K	Hold	9,439	–	–	0.32%	105
2021 Q1	$596K	Hold	9,439	–	–	0.32%	107
2020 Q4	$586K	Hold	9,439	–	–	0.34%	98
2020 Q3	$569K	Hold	9,439	–	–	0.41%	90
2020 Q2	$555K	Sell	9,439 -800	-8%	-$47.9K	0.43%	91
2020 Q1	$571K	Hold	10,239	–	–	0.57%	67
2019 Q4	$657K	Sell	10,239 -1,166	-10%	-$66.8K	0.45%	80
2019 Q3	$578K	Buy	11,405 +4,300	+61%	+$202K	0.43%	86
2019 Q2	$322K	Hold	7,105	–	–	0.25%	120
2019 Q1	$339K	Hold	7,105	–	–	0.28%	118
2018 Q4	$369K	Hold	7,105	–	–	0.34%	111
2018 Q3	$441K	Hold	7,105	–	–	0.31%	115
2018 Q2	$393K	Hold	7,105	–	–	0.28%	125
2018 Q1	$449K	Hold	7,105	–	–	0.33%	112
2017 Q4	$435K	Hold	7,105	–	–	0.31%	118
2017 Q3	$453K	Hold	7,105	–	–	0.32%	113
2017 Q2	$396K	Hold	7,105	–	–	0.29%	119
2017 Q1	$386K	Hold	7,105	–	–	0.29%	116
2016 Q4	$415K	Hold	7,105	–	–	0.3%	116
2016 Q3	$383K	Hold	7,105	–	–	0.29%	120
2016 Q2	$523K	Sell	7,105 -75	-1%	-$5.3K	0.39%	104
2016 Q1	$459K	Sell	7,180 -1,500	-17%	-$94.6K	0.3%	114
2015 Q4	$597K	Hold	8,680	–	–	0.25%	105
2015 Q3	$514K	Sell	8,680 -750	-8%	-$47.6K	0.19%	116
2015 Q2	$627K	Hold	9,430	–	–	0.14%	114
2015 Q1	$608K	Sell	9,430 -2,170	-19%	-$136K	0.11%	121
2014 Q4	$685K	Hold	11,600	–	–	0.12%	118
2014 Q3	$594K	Hold	11,600	–	–	0.11%	127
2014 Q2	$563K	Hold	11,600	–	–	0.09%	131
2014 Q1	$603K	Hold	11,600	–	–	0.09%	121
2013 Q4	$617K	Sell	11,600 -832	-7%	-$42.4K	0.09%	122
2013 Q3	$575K	Hold	12,432	–	–	0.09%	121
2013 Q2	$556K	Buy	+12,432	New	+$540K	0.1%	120

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Investment Management's BMY Position: Q1 2026 in Review

Ironwood Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 6,047 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #130.

Ironwood Investment Management first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $689K in Q1 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Ironwood Investment Management held 6,047 shares of Bristol-Myers Squibb worth $367K as of Q1 2026.
Ironwood Investment Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.15% of Ironwood Investment Management's portfolio in Q1 2026, its #130 holding.
Ironwood Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Ironwood Investment Management's Bristol-Myers Squibb position peaked at $689K in Q1 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.