Neo Ivy Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Neo Ivy Capital 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 Q2	$3.13M	Buy	54,404 +28,744	+112%	+$1.65M	0.72%	35
2026 Q1	$1.56M	Buy	+25,660	New	+$1.5M	0.41%	94
2025 Q4	–	Sell	-8,864	Closed	-$400K	–	361
2025 Q3	$400K	Sell	8,864 -5,323	-38%	-$249K	0.1%	255
2025 Q2	$657K	Buy	+14,187	New	+$696K	0.21%	166
2023 Q3	–	Sell	-13,098	Closed	-$838K	–	331
2023 Q2	$838K	Buy	+13,098	New	+$878K	0.44%	82
2022 Q4	$964K	Buy	+13,404	New	+$1.01M	0.65%	30
2022 Q2	–	Sell	-4,872	Closed	-$356K	–	413
2022 Q1	$356K	Buy	4,872 +2,965	+155%	+$199K	0.32%	119
2021 Q4	$119K	Buy	+1,907	New	+$112K	0.17%	203
2021 Q2	–	Sell	-1,893	Closed	-$120K	–	457
2021 Q1	$120K	Buy	+1,893	New	+$118K	0.13%	218
2020 Q4	–	Sell	-7,999	Closed	-$482K	–	424
2020 Q3	$482K	Buy	+7,999	New	+$481K	0.49%	48
2020 Q2	–	Sell	-1,353	Closed	-$75K	–	467
2020 Q1	$75K	Buy	+1,353	New	+$82.7K	0.12%	252
2019 Q4	–	Sell	-621	Closed	-$30K	–	271
2019 Q3	$30K	Sell	621 -31,329	-98%	-$1.47M	0.02%	252
2019 Q2	$1.45M	Buy	31,950 +13,761	+76%	+$641K	0.82%	3
2019 Q1	$867K	Buy	+18,189	New	+$906K	0.49%	89

Other funds holding BMY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neo Ivy Capital Management's BMY Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Bristol-Myers Squibb (BMY) stake by 112% in Q2 2026, buying an estimated $1.65M and bringing the position to 54,404 shares worth $3.13M. The position accounts for 0.72% of the portfolio, ranked #35.

Neo Ivy Capital Management first reported a position in BMY in Q1 2019 and has held it in 14 quarters since. 2,528 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Neo Ivy Capital Management held 54,404 shares of Bristol-Myers Squibb worth $3.13M as of Q2 2026.
Neo Ivy Capital Management bought 28,744 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.65M.
Bristol-Myers Squibb made up 0.72% of Neo Ivy Capital Management's portfolio in Q2 2026, its #35 holding.
Neo Ivy Capital Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 14 quarters since.
2,528 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.