BMY BRISTOL MEYERS SQUIBB CO COM

Ownership history in IMS Capital Management  ·  67 quarters on record

This page tracks every 13F SEC filing in which IMS Capital Management reported a position in BRISTOL MEYERS SQUIBB CO COM (BMY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.63% (2013 Q2)
Avg. % of fund
0.64%
First filed
2005 Q4
Last filed
2025 Q2
Quarters held
67
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 4,744 -1,278 -21.2% 0.15% $289K $44.54
2024 Q4 ADDED 6,022 +23 +0.4% 0.16% $341K $53.25
2024 Q3 UNCHANGED 5,999 0% 0.14% $310K $48.17
2024 Q2 REDUCED 5,999 -2 -0.0% 0.14% $294K $38.09
2024 Q1 ADDED 6,001 +104 +1.8% 0.15% $325K $49.17
2023 Q3 REDUCED 5,897 -107 -1.8% 0.20% $342K $51.49
2023 Q2 REDUCED 6,004 -31 -0.5% 0.25% $416K $56.24
2022 Q4 REDUCED 6,035 -3,242 -34.9% 0.28% $434K $62.26
2022 Q3 ADDED 9,277 +3,205 +52.8% 0.46% $660K $61.05
2022 Q2 REDUCED 6,072 -3,880 -39.0% 0.31% $468K $66.13
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BMY price (monthly, adj. close)
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