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Mason & Associates (Virginia)’s Bristol-Myers Squibb BMY Stock Holding History

Mason & Associates (Virginia)’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 		– Sell
-3,403
Closed -$206K – 46
2026
Q1 		$206K Buy
+3,403
New +$198K 0.05% 44

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Swedbank
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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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Mason & Associates (Virginia)'s BMY Position: Q2 2026 in Review

Mason & Associates (Virginia) sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,403 shares — an estimated $206K sold.

Mason & Associates (Virginia) first reported a position in BMY in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 624 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Mason & Associates (Virginia) reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 3,403 Bristol-Myers Squibb shares in Q2 2026, an estimated $206K.
  • Mason & Associates (Virginia) first reported a position in Bristol-Myers Squibb in Q1 2026 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Bristol-Myers Squibb position peaked at $206K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.