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Allen Mooney & Barnes Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Allen Mooney & Barnes Investment 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 		$1.9M Sell
33,051
-924
-3% -$53.1K 0.29% 56
2026
Q1 		$2.06M Sell
33,975
-251
-0.7% -$14.6K 0.3% 54
2025
Q4 		$1.85M Buy
34,226
+380
+1% +$18.3K 0.28% 54
2025
Q3 		$1.53M Buy
33,846
+74
+0.2% +$3.46K 0.24% 57
2025
Q2 		$1.56M Buy
33,772
+573
+2% +$28.1K 0.26% 58
2025
Q1 		$2.02M Buy
33,199
+406
+1% +$23.7K 0.33% 54
2024
Q4 		$1.85M Sell
32,793
-3,307
-9% -$185K 0.31% 54
2024
Q3 		$1.87M Sell
36,100
-199
-0.5% -$9.34K 0.32% 54
2024
Q2 		$1.51M Buy
36,299
+117
+0.3% +$5.24K 0.27% 57
2024
Q1 		$1.78M Sell
36,182
-1,249
-3% -$63.6K 0.34% 55
2023
Q4 		$1.92M Buy
37,431
+536
+1% +$28.1K 0.37% 56
2023
Q3 		$2.14M Sell
36,895
-334
-0.9% -$20.5K 0.46% 50
2023
Q2 		$2.38M Buy
37,229
+251
+0.7% +$16.8K 0.53% 45
2023
Q1 		$2.56M Sell
36,978
-1,533
-4% -$108K 0.61% 42
2022
Q4 		$2.77M Sell
38,511
-2,442
-6% -$184K 0.67% 42
2022
Q3 		$2.91M Sell
40,953
-787
-2% -$57.1K 0.78% 37
2022
Q2 		$3.21M Sell
41,740
-671
-2% -$51.1K 0.82% 39
2022
Q1 		$3.1M Buy
+42,411
New +$2.85M 0.69% 44

Other funds holding BMY

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Allen Mooney & Barnes Investment Advisors's BMY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.7% in Q2 2026, selling an estimated $53.1K and leaving 33,051 shares worth $1.9M. The position accounts for 0.29% of the portfolio, ranked #56.

Allen Mooney & Barnes Investment Advisors first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.21M in Q2 2022. 1,390 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 33,051 shares of Bristol-Myers Squibb worth $1.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 924 Bristol-Myers Squibb shares in Q2 2026, an estimated $53.1K.
  • Bristol-Myers Squibb made up 0.29% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Bristol-Myers Squibb position peaked at $3.21M in Q2 2022.
  • 1,390 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.