Mascoma Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15K | Buy |
260
+6
| +2% | +$345 | ﹤0.01% | 289 |
|
|
2026
Q1 | $15.4K | Hold |
254
| – | – | ﹤0.01% | 284 |
|
|
2025
Q4 | $13.7K | Buy |
254
+26
| +11% | +$1.25K | ﹤0.01% | 288 |
|
|
2025
Q3 | $10.3K | Sell |
228
-350
| -61% | -$16.3K | ﹤0.01% | 322 |
|
|
2025
Q2 | $26.8K | Sell |
578
-60
| -9% | -$2.94K | 0.01% | 241 |
|
|
2025
Q1 | $38.9K | Hold |
638
| – | – | 0.01% | 205 |
|
|
2024
Q4 | $36.1K | Hold |
638
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $33K | Hold |
638
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $26.5K | Sell |
638
-8
| -1% | -$358 | 0.01% | 246 |
|
|
2024
Q1 | $35K | Hold |
646
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $33.1K | Hold |
646
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $37.5K | Hold |
646
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $38.9K | Sell |
646
-391
| -38% | -$26.2K | 0.01% | 210 |
|
|
2023
Q1 | $69.2K | Hold |
1,037
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $74.6K | Hold |
1,037
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $74K | Hold |
1,037
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $80K | Hold |
1,037
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $76K | Hold |
1,037
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $65K | Sell |
1,037
-101
| -9% | -$5.92K | 0.02% | 198 |
|
|
2021
Q3 | $67K | Buy |
+1,138
| New | +$74.9K | 0.03% | 179 |
|
|
2021
Q2 | – | Sell |
-1,634
| Closed | -$103K | – | 145 |
|
|
2021
Q1 | $103K | Buy |
+1,634
| New | +$102K | 0.04% | 151 |
|
|
2019
Q3 | – | Sell |
-1,716
| Closed | -$78K | – | 113 |
|
|
2019
Q2 | $78K | Hold |
1,716
| – | – | 0.05% | 130 |
|
|
2019
Q1 | $82K | Sell |
1,716
-60
| -3% | -$2.99K | 0.06% | 118 |
|
|
2018
Q4 | $92K | Hold |
1,776
| – | – | 0.07% | 109 |
|
|
2018
Q3 | $110K | Hold |
1,776
| – | – | 0.07% | 114 |
|
|
2018
Q2 | $98K | Buy |
1,776
+180
| +11% | +$9.72K | 0.07% | 115 |
|
|
2018
Q1 | $101K | Sell |
1,596
-150
| -9% | -$9.65K | 0.07% | 114 |
|
|
2017
Q4 | $111K | Sell |
1,746
-490
| -22% | -$30.6K | 0.07% | 104 |
|
|
2017
Q3 | $143K | Sell |
2,236
-100
| -4% | -$5.84K | 0.1% | 92 |
|
|
2017
Q2 | $130K | Sell |
2,336
-150
| -6% | -$8.16K | 0.09% | 97 |
|
|
2017
Q1 | $135K | Hold |
2,486
| – | – | 0.1% | 84 |
|
|
2016
Q4 | $145K | Buy |
+2,486
| New | +$136K | 0.11% | 84 |
|
Other funds holding BMY
Mascoma Wealth Management's BMY Position: Q2 2026 in Review
Mascoma Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, buying an estimated $345 and bringing the position to 260 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #289.
Mascoma Wealth Management first reported a position in BMY in Q4 2016 and has held it in 32 quarters since. The position peaked at $145K in Q4 2016. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Mascoma Wealth Management held 260 shares of Bristol-Myers Squibb worth $15K as of Q2 2026.
- Mascoma Wealth Management bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
- Bristol-Myers Squibb made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #289 holding.
- Mascoma Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Bristol-Myers Squibb position peaked at $145K in Q4 2016.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.