Mascoma Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Mascoma Wealth 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	$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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 796 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.
796 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.