First National Bank of Mount Dora’s Bristol-Myers Squibb BMY Stock Holding History

First National Bank of Mount Dora’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	–	Sell	-4,002	Closed	-$216K	–	130
2025 Q4	$216K	Buy	+4,002	New	+$193K	0.05%	118
2025 Q2	–	Sell	-4,166	Closed	-$254K	–	131
2025 Q1	$254K	Sell	4,166 -7	-0.2%	-$408	0.06%	118
2024 Q4	$236K	Buy	+4,173	New	+$233K	0.06%	123
2024 Q2	–	Sell	-5,137	Closed	-$279K	–	136
2024 Q1	$279K	Buy	+5,137	New	+$262K	0.07%	116
2023 Q3	–	Sell	-3,192	Closed	-$204K	–	135
2023 Q2	$204K	Sell	3,192 -216	-6%	-$14.5K	0.06%	123
2023 Q1	$236K	Sell	3,408 -199	-6%	-$14K	0.07%	115
2022 Q4	$259K	Sell	3,607 -242	-6%	-$18.2K	0.09%	112
2022 Q3	$273K	Sell	3,849 -39	-1%	-$2.83K	0.1%	106
2022 Q2	$299K	Sell	3,888 -60	-2%	-$4.57K	0.1%	102
2022 Q1	$288K	Sell	3,948 -450	-10%	-$30.2K	0.09%	108
2021 Q4	$275K	Buy	4,398 +138	+3%	+$8.1K	0.08%	106
2021 Q3	$252K	Hold	4,260	–	–	0.08%	103
2021 Q2	$285K	Sell	4,260 -2,010	-32%	-$131K	0.09%	98
2021 Q1	$395K	Hold	6,270	–	–	0.14%	88
2020 Q4	$389K	Sell	6,270 -300	-5%	-$18.4K	0.14%	74
2020 Q3	$396K	Buy	6,570 +495	+8%	+$29.8K	0.16%	74
2020 Q2	$357K	Sell	6,075 -150	-2%	-$8.97K	0.16%	74
2020 Q1	$347K	Hold	6,225	–	–	0.18%	71
2019 Q4	$399K	Buy	6,225 +125	+2%	+$7.16K	0.17%	70
2019 Q3	$309K	Hold	6,100	–	–	0.14%	73
2019 Q2	$277K	Sell	6,100 -800	-12%	-$37.3K	0.13%	75
2019 Q1	$329K	Hold	6,900	–	–	0.14%	77
2018 Q4	$358K	Sell	6,900 -138	-2%	-$7.42K	0.18%	74
2018 Q3	$437K	Sell	7,038 -50	-0.7%	-$2.97K	0.19%	74
2018 Q2	$393K	Sell	7,088 -300	-4%	-$16.2K	0.18%	73
2018 Q1	$468K	Sell	7,388 -100	-1%	-$6.43K	0.22%	72
2017 Q4	$459K	Sell	7,488 -1,300	-15%	-$81.3K	0.2%	69
2017 Q3	$561K	Sell	8,788 -450	-5%	-$26.3K	0.28%	60
2017 Q2	$514K	Buy	9,238 +50	+0.5%	+$2.72K	0.27%	65
2017 Q1	$500K	Sell	9,188 -150	-2%	-$8.23K	0.27%	62
2016 Q4	$546K	Sell	9,338 -50	-0.5%	-$2.73K	0.32%	66
2016 Q3	$507K	Buy	9,388 +85	+0.9%	+$5.46K	0.28%	70
2016 Q2	$684K	Buy	9,303 +775	+9%	+$54.8K	0.39%	67
2016 Q1	$545K	Buy	8,528 +90	+1%	+$5.68K	0.32%	68
2015 Q4	$581K	Sell	8,438 -250	-3%	-$16.5K	0.34%	66
2015 Q3	$514K	Sell	8,688 -700	-7%	-$44.4K	0.31%	70
2015 Q2	$625K	Hold	9,388	–	–	0.35%	71
2015 Q1	$605K	Hold	9,388	–	–	0.33%	70
2014 Q4	$555K	Sell	9,388 -175	-2%	-$9.87K	0.31%	72
2014 Q3	$489K	Hold	9,563	–	–	0.29%	73
2014 Q2	$464K	Sell	9,563 -60	-0.6%	-$2.96K	0.27%	76
2014 Q1	$500K	Sell	9,623 -440	-4%	-$23.4K	0.3%	74
2013 Q4	$535K	Sell	10,063 -200	-2%	-$10.2K	0.35%	71
2013 Q3	$475K	Hold	10,263	–	–	0.35%	72
2013 Q2	$459K	Buy	+10,263	New	+$446K	0.34%	69

Other funds holding BMY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First National Bank of Mount Dora's BMY Position: Q1 2026 in Review

First National Bank of Mount Dora sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 4,002 shares — an estimated $216K sold.

First National Bank of Mount Dora first reported a position in BMY in Q2 2013 and held it in 45 quarters. The position peaked at $684K in Q2 2016. 2,526 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

First National Bank of Mount Dora reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
First National Bank of Mount Dora sold 4,002 Bristol-Myers Squibb shares in Q1 2026, an estimated $216K.
First National Bank of Mount Dora first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 45 quarters.
First National Bank of Mount Dora's Bristol-Myers Squibb position peaked at $684K in Q2 2016.
2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on First National Bank of Mount Dora's 13F filing for Q1 2026, filed 8 Jun 2026.