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AMG National Trust Bank’s Bristol-Myers Squibb BMY Stock Holding History

AMG National Trust Bank’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
Q1 		$1.05M Buy
17,375
+1,843
+12% +$107K 0.02% 309
2025
Q4 		$838K Sell
15,532
-207
-1% -$9.96K 0.02% 316
2025
Q3 		$710K Sell
15,739
-103,958
-87% -$4.86M 0.02% 331
2025
Q2 		$5.54M Sell
119,697
-773
-0.6% -$37.9K 0.15% 96
2025
Q1 		$7.35M Sell
120,470
-1,664
-1% -$97K 0.21% 80
2024
Q4 		$6.85M Sell
122,134
-269
-0.2% -$15K 0.19% 80
2024
Q3 		$6.33M Buy
122,403
+4,808
+4% +$226K 0.17% 86
2024
Q2 		$4.88M Buy
117,595
+73,403
+166% +$3.28M 0.13% 106
2024
Q1 		$2.4M Buy
44,192
+27,847
+170% +$1.42M 0.07% 176
2023
Q4 		$839K Sell
16,345
-3,340
-17% -$175K 0.03% 296
2023
Q3 		$1.14M Buy
19,685
+201
+1% +$12.3K 0.04% 254
2023
Q2 		$1.25M Sell
19,484
-1,892
-9% -$127K 0.04% 234
2023
Q1 		$1.48M Buy
21,376
+1,981
+10% +$140K 0.05% 215
2022
Q4 		$1.4M Sell
19,395
-2,989
-13% -$225K 0.05% 212
2022
Q3 		$1.59M Buy
22,384
+3,320
+17% +$241K 0.06% 189
2022
Q2 		$1.43M Sell
19,064
-2,402
-11% -$183K 0.05% 208
2022
Q1 		$1.57M Sell
21,466
-10,678
-33% -$717K 0.05% 212
2021
Q4 		$2M Sell
32,144
-276
-0.9% -$16.2K 0.06% 190
2021
Q3 		$1.92M Sell
32,420
-890
-3% -$58.6K 0.06% 188
2021
Q2 		$2.23M Sell
33,310
-13,799
-29% -$900K 0.07% 165
2021
Q1 		$2.97M Sell
47,109
-5,687
-11% -$354K 0.1% 123
2020
Q4 		$3.27M Sell
52,796
-1,518
-3% -$93.3K 0.12% 118
2020
Q3 		$3.27M Sell
54,314
-2,026
-4% -$122K 0.13% 105
2020
Q2 		$3.31M Buy
56,340
+33,129
+143% +$1.98M 0.15% 104
2020
Q1 		$1.29M Buy
+23,211
New +$1.42M 0.1% 102

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMG National Trust Bank's BMY Position: Q1 2026 in Review

AMG National Trust Bank increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $107K and bringing the position to 17,375 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #309.

AMG National Trust Bank first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.35M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • AMG National Trust Bank held 17,375 shares of Bristol-Myers Squibb worth $1.05M as of Q1 2026.
  • AMG National Trust Bank bought 1,843 Bristol-Myers Squibb shares in Q1 2026, an estimated $107K.
  • Bristol-Myers Squibb made up 0.02% of AMG National Trust Bank's portfolio in Q1 2026, its #309 holding.
  • AMG National Trust Bank first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's Bristol-Myers Squibb position peaked at $7.35M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.