IVC Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

IVC Wealth Advisors’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	$300K	Buy	5,201 +6	+0.1%	+$345	0.12%	138
2026 Q1	$315K	Sell	5,195 -2	-0%	-$117	0.14%	124
2025 Q4	$280K	Sell	5,197 -25	-0.5%	-$1.2K	0.12%	139
2025 Q3	$236K	Sell	5,222 -283	-5%	-$13.2K	0.11%	159
2025 Q2	$255K	Buy	5,505 +738	+15%	+$36.2K	0.12%	144
2025 Q1	$291K	Sell	4,767 -127	-3%	-$7.4K	0.16%	127
2024 Q4	$277K	Sell	4,894 -469	-9%	-$26.2K	0.15%	128
2024 Q3	$277K	Sell	5,363 -217	-4%	-$10.2K	0.15%	128
2024 Q2	$232K	Buy	+5,580	New	+$250K	0.13%	148
2024 Q1	–	Sell	-4,000	Closed	-$205K	–	165
2023 Q4	$205K	Sell	4,000 -4,367	-52%	-$229K	0.13%	154
2023 Q3	$486K	Sell	8,367 -624	-7%	-$38.2K	0.32%	75
2023 Q2	$575K	Buy	8,991 +140	+2%	+$9.39K	0.36%	70
2023 Q1	$613K	Sell	8,851 -128	-1%	-$9.03K	0.43%	64
2022 Q4	$646K	Buy	8,979 +174	+2%	+$13.1K	0.48%	61
2022 Q3	$626K	Sell	8,805 -137	-2%	-$9.94K	0.5%	58
2022 Q2	$689K	Buy	8,942 +105	+1%	+$8K	0.53%	53
2022 Q1	$645K	Buy	8,837 +574	+7%	+$38.5K	0.42%	61
2021 Q4	$515K	Buy	8,263 +270	+3%	+$15.8K	0.33%	79
2021 Q3	$473K	Sell	7,993 -250	-3%	-$16.5K	0.33%	77
2021 Q2	$551K	Sell	8,243 -1,925	-19%	-$126K	0.39%	72
2021 Q1	$642K	Buy	10,168 +75	+0.7%	+$4.67K	0.51%	57
2020 Q4	$626K	Buy	+10,093	New	+$621K	0.6%	47

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IVC Wealth Advisors's BMY Position: Q2 2026 in Review

IVC Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.12% in Q2 2026, buying an estimated $345 and bringing the position to 5,201 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #138.

IVC Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $689K in Q2 2022. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

IVC Wealth Advisors held 5,201 shares of Bristol-Myers Squibb worth $300K as of Q2 2026.
IVC Wealth Advisors bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
Bristol-Myers Squibb made up 0.12% of IVC Wealth Advisors's portfolio in Q2 2026, its #138 holding.
IVC Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
IVC Wealth Advisors's Bristol-Myers Squibb position peaked at $689K in Q2 2022.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.