Bristol-Myers Squibb Company
DE ˙ XTRA ˙ US1101221083
47,44 € ↑0,88 (1,88%)
2026-06-03
DEL PRIS
SecurityDE:BRM / Bristol-Myers Squibb Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership52,276 shares
Latest Disclosed Value $ 3,170,539
IFP Advisors, Inc reports 5.66% increase in ownership of BRM / Bristol-Myers Squibb Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 52,276 shares of Bristol-Myers Squibb Company (DE:BRM) valued at $2,740,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 49,476 shares of Bristol-Myers Squibb Company. This represents a change in shares of 5.66% during the quarter. The current value of the position is $2,479,712 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F BRISTOL-MYERS SQUIBB cs 110122108 52,276 2,800 5.66 3,171 18.82 0.0657
2026-02-06 2025-12-31 13F BRISTOL-MYERS SQUIBB cs 110122108 49,476 18,060 57.49 2,669 88.42 0.0599
2026-02-06 2025-09-30 13F/A-1 BRISTOL-MYERS SQUIBB cs 110122108 31,416 22 0.07 1,417 -2.55 0.0368
2025-12-02 2025-09-30 13F BRISTOL-MYERS SQUIBB cs 110122108 31,421 27 1,417 0.0365
2025-07-24 2025-06-30 13F BRISTOL-MYERS SQUIBB cs 110122108 31,394 4,894 18.47 1,453 -10.09 0.0413
2025-05-05 2025-03-31 13F BRISTOL-MYERS SQUIBB cs 110122108 26,500 -1,093 -3.96 1,616 3.59 0.0498
2025-02-04 2024-12-31 13F BRISTOL-MYERS SQUIBB cs 110122108 27,593 -3,963 -12.56 1,561 -4.41 0.0511
2025-02-04 2024-09-30 13F BRISTOL-MYERS SQUIBB cs 110122108 31,556 -408 -1.28 1,633 22.98 0.0588
2024-07-30 2024-06-30 13F BRISTOL-MYERS SQUIBB cs 110122108 31,964 3,546 12.48 1,327 -13.89 0.0527
2024-07-30 2024-03-31 13F BRISTOL-MYERS SQUIBB cs 110122108 28,418 -2,130 -6.97 1,541 -1.66 0.0676
2024-01-09 2023-12-31 13F BRISTOL-MYERS SQUIBB cs 110122108 30,548 -1,218 -3.83 1,567 -14.98 0.0740
2023-10-12 2023-09-30 13F BRISTOL-MYERS SQUIBB cs 110122108 31,766 5,513 21.00 1,844 9.83 0.0829
2023-08-14 2023-06-30 13F/A-1 BRISTOL-MYERS SQUIBB cs 110122108 26,253 142 0.54 1,679 21.68 0.0702
2023-08-04 2023-06-30 13F BRISTOL-MYERS SQUIBB cs 110122108 26,253 142 1,387 0.0642
2023-04-18 2023-03-31 13F BRISTOL-MYERS SQUIBB cs 110122108 26,111 -29,518 -53.06 1,379 45,866.67 0.0600
2023-02-07 2022-12-31 13F BRISTOL-MYERS SQUIBB cs 110122108 55,629 956 1.75 3 -99.90 0.0808
2022-11-08 2022-09-30 13F BRISTOL-MYERS SQUIBB cs 110122108 54,673 2,718 5.23 2,988 5.51 0.0779
2022-09-06 2022-06-30 13F/A-1 BRISTOL-MYERS SQUIBB cs 110122108 51,955 0 0.00 2,832 0.00 0.0908
2022-09-06 2022-03-31 13F/A-1 BRISTOL-MYERS SQUIBB cs 110122108 51,955 17,322 50.02 2,832 31.29 0.0908
2022-08-08 2022-03-31 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 36,742 2,109 1,947 0.0397
2022-01-12 2021-12-31 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 34,633 -50,457 -59.30 2,157 -57.19 0.0421
2021-10-06 2021-09-30 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 85,090 -553 -0.65 5,039 -11.77 0.1008
2021-07-13 2021-06-30 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 85,643 1,035 1.22 5,711 7.15 0.1182
2021-04-30 2021-03-31 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 84,608 -97 -0.11 5,330 1.70 0.1037
2021-01-25 2020-12-31 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 84,705 12,815 17.83 5,241 21.32 0.2124
2020-10-29 2020-09-30 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 71,890 1,965 2.81 4,320 6.82 0.2579
2020-08-05 2020-06-30 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 69,925 4,921 7.57 4,044 18.84 0.3205
2020-05-12 2020-03-31 13F BRISTOLMYERS SQUIBB CO COM Stock 110122108 65,004 20,289 45.37 3,403 19.07 0.3434
2020-01-17 2019-12-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 44,715 23,744 113.22 2,858 170.64 0.2148
2019-11-07 2019-09-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 20,971 9,728 86.52 1,056 98.50 0.0707
2019-05-15 2019-03-31 13F BRISTOL MYERS SQUIBBCOMPANY Stock 110122108 11,243 -16,344 -59.25 532 -62.14 0.0726
2019-06-03 2018-12-31 13F/A-10 BRISTOL MYERS SQUIBB CO COM Stock 110122108 27,587 -16,324 -37.18 1,405 -48.46 0.0856
2019-01-23 2018-12-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 27,587 -16,324 1,405 0.0856
2019-06-03 2018-09-30 13F/A-9 BRISTOL MYERS SQUIBB CO COM Stock 110122108 43,911 -2,296 -4.97 2,726 6.61 0.1111
2018-10-25 2018-09-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 43,911 -2,296 2,726 0.1111
2019-06-03 2018-06-30 13F/A-8 BRISTOL MYERS SQUIBB CO COM Stock 110122108 46,207 -10,426 -18.41 2,557 -26.31 0.1075
2018-08-07 2018-06-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 46,207 -8,575 2,557
2019-06-03 2018-03-31 13F/A-7 BRISTOL MYERS SQUIBB CO COM Stock 110122108 56,633 0 0.00 3,470 0.00 0.1573
2018-05-09 2018-03-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 54,782 -1,851 3,465
2019-06-03 2017-12-31 13F/A-6 BRISTOL MYERS SQUIBB CO COM Stock 110122108 56,633 -25,068 -30.68 3,470 -33.37 0.1573
2018-01-24 2017-12-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 56,633 -25,068 3,470
2017-10-30 2017-09-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 81,701 -7,571 -8.48 5,208 4.70 0.2068
2019-06-03 2017-06-30 13F/A-5 BRISTOL MYERS SQUIBB CO COM Stock 110122108 89,272 -3,651 -3.93 4,974 -1.56 0.2109
2017-07-31 2017-06-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 89,272 -3,651 4,974
2019-06-03 2017-03-31 13F/A-4 BRISTOL MYERS SQUIBB CO COM Stock 110122108 92,923 4,812 5.46 5,053 -1.86 0.2201
2017-04-26 2017-03-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 92,923 4,812 5,053
2019-06-03 2016-12-31 13F/A-3 BRISTOL MYERS SQUIBB CO COM Stock 110122108 88,111 11,535 15.06 5,149 24.70 0.2485
2017-02-14 2016-12-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 88,111 11,535 5,149
2016-11-04 2016-09-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 76,576 -6,534 -7.86 4,129 -32.46 0.2147
2019-06-03 2016-06-30 13F/A-2 BRISTOL MYERS SQUIBB CO COM Stock 110122108 83,110 71,867 639.22 6,113 1,049.06 0.3413
2016-08-22 2016-06-30 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 83,110 71,867 6,113
2019-06-03 2016-03-31 13F/A-1 BRISTOL MYERS SQUIBBCOMPANY Stock 110122108 11,243 -77,575 -87.34 532 -91.29 0.0726
2016-05-02 2016-03-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 81,942 -6,876 5,234
2016-02-11 2015-12-31 13F BRISTOL MYERS SQUIBB CO COM Stock 110122108 88,818 88,818 6,110 0.4101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.