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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Athena Investment Management's BMY Position: Q1 2026 in Review

Athena Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 15,115 shares worth $917K. The position accounts for 0.48% of the portfolio, ranked #56.

Athena Investment Management first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Athena Investment Management held 15,115 shares of Bristol-Myers Squibb worth $917K as of Q1 2026.
Athena Investment Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.48% of Athena Investment Management's portfolio in Q1 2026, its #56 holding.
Athena Investment Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Bristol-Myers Squibb position peaked at $1.27M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.