Catalyst Funds Management’s Bristol-Myers Squibb BMY Stock Holding History

Catalyst Funds 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	$506K	Sell	8,782 -33,300	-79%	-$1.91M	0.03%	390
2026 Q1	$2.55M	Buy	42,082 +36,782	+694%	+$2.14M	0.43%	60
2025 Q4	$286K	Buy	+5,300	New	+$255K	0.07%	240
2025 Q2	–	Sell	-19,440	Closed	-$1.19M	–	463
2025 Q1	$1.19M	Sell	19,440 -3,460	-15%	-$202K	0.31%	96
2024 Q4	$1.3M	Buy	22,900 +15,700	+218%	+$877K	0.32%	68
2024 Q3	$373K	Buy	+7,200	New	+$338K	0.08%	166

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Catalyst Funds Management's BMY Position: Q2 2026 in Review

Catalyst Funds Management reduced its Bristol-Myers Squibb (BMY) stake by 79% in Q2 2026, selling an estimated $1.91M and leaving 8,782 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #390.

Catalyst Funds Management first reported a position in BMY in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Catalyst Funds Management held 8,782 shares of Bristol-Myers Squibb worth $506K as of Q2 2026.
Catalyst Funds Management sold 33,300 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.91M.
Bristol-Myers Squibb made up 0.03% of Catalyst Funds Management's portfolio in Q2 2026, its #390 holding.
Catalyst Funds Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 6 quarters since.
Catalyst Funds Management's Bristol-Myers Squibb position peaked at $2.55M in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.