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Athena Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Athena Investment 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 		$631K Sell
10,950
-4,165
-28% -$239K 0.37% 66
2026
Q1 		$917K Hold
15,115
– – 0.48% 56
2025
Q4 		$815K Buy
15,115
+200
+1% +$9.62K 0.42% 59
2025
Q3 		$673K Hold
14,915
– – 0.35% 68
2025
Q2 		$690K Hold
14,915
– – 0.39% 66
2025
Q1 		$910K Hold
14,915
– – 0.55% 45
2024
Q4 		$844K Hold
14,915
– – 0.49% 51
2024
Q3 		$772K Sell
14,915
-20
-0.1% -$938 0.44% 56
2024
Q2 		$620K Sell
14,935
-18
-0.1% -$805 0.38% 65
2024
Q1 		$811K Buy
14,953
+33
+0.2% +$1.68K 0.49% 49
2023
Q4 		$766K Sell
14,920
-194
-1% -$10.2K 0.5% 48
2023
Q3 		$877K Hold
15,114
– – 0.63% 36
2023
Q2 		$967K Sell
15,114
-1,650
-10% -$111K 0.67% 36
2023
Q1 		$1.16M Hold
16,764
– – 0.84% 28
2022
Q4 		$1.21M Buy
16,764
+125
+0.8% +$9.43K 0.88% 29
2022
Q3 		$1.18M Buy
16,639
+180
+1% +$13.1K 0.99% 20
2022
Q2 		$1.27M Buy
16,459
+2,085
+15% +$159K 1% 24
2022
Q1 		$1.05M Buy
+14,374
New +$965K 0.81% 32

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Athena Investment Management's BMY Position: Q2 2026 in Review

Athena Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 28% in Q2 2026, selling an estimated $239K and leaving 10,950 shares worth $631K. The position accounts for 0.37% of the portfolio, ranked #66.

Athena Investment Management first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.27M in Q2 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Athena Investment Management held 10,950 shares of Bristol-Myers Squibb worth $631K as of Q2 2026.
  • Athena Investment Management sold 4,165 Bristol-Myers Squibb shares in Q2 2026, an estimated $239K.
  • Bristol-Myers Squibb made up 0.37% of Athena Investment Management's portfolio in Q2 2026, its #66 holding.
  • Athena Investment Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Bristol-Myers Squibb position peaked at $1.27M in Q2 2022.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.