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 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 $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

Catalyst Funds Management's BMY Position: Q1 2026 in Review

Catalyst Funds Management increased its Bristol-Myers Squibb (BMY) stake by 694% in Q1 2026, buying an estimated $2.14M and bringing the position to 42,082 shares worth $2.55M. The position accounts for 0.43% of the portfolio, ranked #60.

Catalyst Funds Management first reported a position in BMY in Q3 2024 and has held it in 5 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Catalyst Funds Management held 42,082 shares of Bristol-Myers Squibb worth $2.55M as of Q1 2026.
Catalyst Funds Management bought 36,782 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.14M.
Bristol-Myers Squibb made up 0.43% of Catalyst Funds Management's portfolio in Q1 2026, its #60 holding.
Catalyst Funds Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 5 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.