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First United Bank & Trust’s Bristol-Myers Squibb BMY Stock Holding History

First United Bank & Trust’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 		$257K Sell
4,459
-49
-1% -$2.81K 0.07% 145
2026
Q1 		$273K Sell
4,508
-233
-5% -$13.6K 0.09% 129
2025
Q4 		$256K Hold
4,741
– – 0.08% 138
2025
Q3 		$214K Sell
4,741
-130
-3% -$6.07K 0.07% 149
2025
Q2 		$225K Sell
4,871
-920
-16% -$45.2K 0.08% 142
2025
Q1 		$353K Sell
5,791
-1,752
-23% -$102K 0.13% 112
2024
Q4 		$427K Sell
7,543
-1,403
-16% -$78.4K 0.16% 104
2024
Q3 		$463K Sell
8,946
-850
-9% -$39.9K 0.17% 100
2024
Q2 		$407K Sell
9,796
-598
-6% -$26.8K 0.15% 108
2024
Q1 		$564K Sell
10,394
-3,870
-27% -$197K 0.21% 96
2023
Q4 		$732K Sell
14,264
-7,272
-34% -$382K 0.29% 77
2023
Q3 		$1.25M Sell
21,536
-390
-2% -$23.9K 0.58% 50
2023
Q2 		$1.4M Sell
21,926
-239
-1% -$16K 0.62% 49
2023
Q1 		$1.54M Sell
22,165
-105
-0.5% -$7.41K 0.72% 43
2022
Q4 		$1.6M Sell
22,270
-544
-2% -$41K 0.78% 42
2022
Q3 		$1.62M Sell
22,814
-735
-3% -$53.3K 0.82% 38
2022
Q2 		$1.81M Sell
23,549
-1,188
-5% -$90.5K 0.83% 38
2022
Q1 		$1.81M Sell
24,737
-590
-2% -$39.6K 0.71% 45
2021
Q4 		$1.58M Sell
25,327
-410
-2% -$24.1K 0.58% 52
2021
Q3 		$1.52M Buy
25,737
+565
+2% +$37.2K 0.62% 50
2021
Q2 		$1.68M Sell
25,172
-851
-3% -$55.5K 0.7% 48
2021
Q1 		$1.64M Buy
26,023
+2,804
+12% +$174K 0.7% 48
2020
Q4 		$1.44M Sell
23,219
-20
-0.1% -$1.23K 0.7% 51
2020
Q3 		$1.4M Sell
23,239
-389
-2% -$23.4K 0.78% 45
2020
Q2 		$1.39M Sell
23,628
-330
-1% -$19.7K 0.82% 43
2020
Q1 		$1.33M Sell
23,958
-666
-3% -$40.7K 0.95% 38
2019
Q4 		$1.58M Sell
24,624
-2,430
-9% -$139K 0.91% 43
2019
Q3 		$1.37M Sell
27,054
-9,980
-27% -$469K 0.86% 44
2019
Q2 		$1.68M Sell
37,034
-1,915
-5% -$89.2K 0.99% 37
2019
Q1 		$1.86M Sell
38,949
-512
-1% -$25.5K 1.15% 26
2018
Q4 		$2.05M Sell
39,461
-779
-2% -$41.9K 1.44% 20
2018
Q3 		$2.5M Buy
40,240
+1,769
+5% +$105K 1.56% 17
2018
Q2 		$2.13M Sell
38,471
-817
-2% -$44.1K 1.41% 20
2018
Q1 		$2.48M Buy
39,288
+100
+0.3% +$6.43K 1.63% 16
2017
Q4 		$2.4M Buy
39,188
+1,100
+3% +$68.8K 1.57% 18
2017
Q3 		$2.43M Sell
38,088
-510
-1% -$29.8K 1.63% 15
2017
Q2 		$2.15M Sell
38,598
-274
-0.7% -$14.9K 1.46% 19
2017
Q1 		$2.11M Buy
38,872
+170
+0.4% +$9.32K 1.48% 19
2016
Q4 		$2.26M Sell
38,702
-375
-1% -$20.5K 1.71% 13
2016
Q3 		$2.11M Buy
39,077
+80
+0.2% +$5.14K 1.74% 19
2016
Q2 		$2.87M Sell
38,997
-887
-2% -$62.7K 2.49% 6
2016
Q1 		$2.55M Sell
39,884
-1,187
-3% -$74.9K 2.34% 6
2015
Q4 		$2.83M Sell
41,071
-241
-0.6% -$15.9K 2.55% 5
2015
Q3 		$2.45M Sell
41,312
-705
-2% -$44.7K 2.39% 5
2015
Q2 		$2.8M Sell
42,017
-2,510
-6% -$165K 2.55% 5
2015
Q1 		$2.87M Sell
44,527
-853
-2% -$53.4K 2.61% 5
2014
Q4 		$2.68M Buy
45,380
+688
+2% +$38.8K 2.58% 5
2014
Q3 		$2.29M Sell
44,692
-25
-0.1% -$1.25K 2.34% 5
2014
Q2 		$2.17M Sell
44,717
-3,106
-6% -$153K 2.26% 7
2014
Q1 		$2.48M Sell
47,823
-2,365
-5% -$126K 2.68% 4
2013
Q4 		$2.67M Buy
50,188
+855
+2% +$43.6K 2.95% 4
2013
Q3 		$2.28M Sell
49,333
-465
-0.9% -$20.4K 2.76% 6
2013
Q2 		$2.23M Buy
+49,798
New +$2.16M 2.99% 6

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First United Bank & Trust's BMY Position: Q2 2026 in Review

First United Bank & Trust reduced its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 4,459 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #145.

First United Bank & Trust first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.87M in Q1 2015. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • First United Bank & Trust held 4,459 shares of Bristol-Myers Squibb worth $257K as of Q2 2026.
  • First United Bank & Trust sold 49 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.81K.
  • Bristol-Myers Squibb made up 0.07% of First United Bank & Trust's portfolio in Q2 2026, its #145 holding.
  • First United Bank & Trust first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's Bristol-Myers Squibb position peaked at $2.87M in Q1 2015.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.