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MassMutual Private Wealth & Trust’s Bristol-Myers Squibb BMY Stock Holding History

MassMutual Private Wealth & 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 		$485K Sell
8,419
-195
-2% -$11.2K 0.01% 314
2026
Q1 		$522K Sell
8,614
-209
-2% -$12.2K 0.01% 308
2025
Q4 		$476K Buy
8,823
+709
+9% +$34.1K 0.01% 313
2025
Q3 		$366K Sell
8,114
-774
-9% -$36.1K 0.01% 354
2025
Q2 		$411K Sell
8,888
-1,143
-11% -$56.1K 0.01% 348
2025
Q1 		$612K Buy
10,031
+1,344
+15% +$78.3K 0.02% 301
2024
Q4 		$491K Buy
8,687
+332
+4% +$18.6K 0.01% 321
2024
Q3 		$432K Buy
8,355
+1,908
+30% +$89.5K 0.01% 314
2024
Q2 		$268K Buy
6,447
+226
+4% +$10.1K 0.01% 359
2024
Q1 		$337K Buy
6,221
+240
+4% +$12.2K 0.01% 329
2023
Q4 		$307K Sell
5,981
-59,721
-91% -$3.13M 0.01% 328
2023
Q3 		$3.81M Sell
65,702
-1,209
-2% -$74.1K 0.14% 139
2023
Q2 		$4.28M Buy
66,911
+55,300
+476% +$3.71M 0.15% 128
2023
Q1 		$805K Sell
11,611
-377
-3% -$26.6K 0.03% 236
2022
Q4 		$863K Buy
11,988
+344
+3% +$25.9K 0.04% 232
2022
Q3 		$828K Sell
11,644
-2,020
-15% -$147K 0.04% 227
2022
Q2 		$1.05M Sell
13,664
-995
-7% -$75.8K 0.05% 218
2022
Q1 		$1.07M Sell
14,659
-587
-4% -$39.4K 0.04% 225
2021
Q4 		$951K Sell
15,246
-1,336
-8% -$78.4K 0.04% 244
2021
Q3 		$981K Buy
16,582
+1,401
+9% +$92.3K 0.04% 230
2021
Q2 		$1.01M Buy
15,181
+11
+0.1% +$717 0.04% 229
2021
Q1 		$958K Sell
15,170
-854
-5% -$53.1K 0.05% 229
2020
Q4 		$994K Buy
16,024
+209
+1% +$12.9K 0.05% 215
2020
Q3 		$953K Sell
15,815
-172
-1% -$10.4K 0.06% 209
2020
Q2 		$940K Sell
15,987
-345
-2% -$20.6K 0.06% 197
2020
Q1 		$910K Sell
16,332
-1,241
-7% -$75.9K 0.07% 185
2019
Q4 		$1.13M Buy
17,573
+2,676
+18% +$153K 0.07% 197
2019
Q3 		$755K Buy
14,897
+11,877
+393% +$558K 0.05% 222
2019
Q2 		$137K Sell
3,020
-661
-18% -$30.8K 0.01% 358
2019
Q1 		$176K Sell
3,681
-705
-16% -$35.1K 0.01% 352
2018
Q4 		$228K Sell
4,386
-450
-9% -$24.2K 0.02% 307
2018
Q3 		$300K Sell
4,836
-270
-5% -$16K 0.02% 310
2018
Q2 		$283K Buy
5,106
+26
+0.5% +$1.4K 0.02% 309
2018
Q1 		$321K Sell
5,080
-2,251
-31% -$145K 0.03% 294
2017
Q4 		$449K Sell
7,331
-992
-12% -$62K 0.04% 248
2017
Q3 		$531K Sell
8,323
-742
-8% -$43.3K 0.04% 226
2017
Q2 		$505K Sell
9,065
-2,463
-21% -$134K 0.05% 218
2017
Q1 		$627K Sell
11,528
-17,538
-60% -$962K 0.06% 205
2016
Q4 		$1.7M Buy
+29,066
New +$1.59M 0.21% 124
2016
Q2 		$2.7M Buy
36,746
+3,502
+11% +$247K 0.34% 88
2016
Q1 		$2.12M Sell
33,244
-2,786
-8% -$176K 0.29% 93
2015
Q4 		$2.48M Buy
36,030
+33,986
+1,663% +$2.25M 0.35% 76
2015
Q3 		$105K Buy
2,044
+226
+12% +$14.3K 0.02% 321
2015
Q2 		$88.2K Buy
1,818
+50
+3% +$3.29K 0.02% 326
2015
Q1 		$114K Sell
1,768
-276
-14% -$17.3K 0.02% 321
2014
Q4 		$121K Hold
2,044
– – 0.04% 209
2014
Q3 		$105K Buy
2,044
+377
+23% +$18.8K 0.02% 314
2014
Q2 		$80.9K Sell
1,667
-8,661
-84% -$427K 0.03% 206
2014
Q1 		$537K Buy
10,328
+3,613
+54% +$192K 0.31% 90
2013
Q4 		$357K Buy
+6,715
New +$342K 0.33% 63

Other funds holding BMY

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's BMY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Bristol-Myers Squibb (BMY) stake by 2.3% in Q2 2026, selling an estimated $11.2K and leaving 8,419 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #314.

MassMutual Private Wealth & Trust first reported a position in BMY in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.28M in Q2 2023. 954 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 8,419 shares of Bristol-Myers Squibb worth $485K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 195 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.2K.
  • Bristol-Myers Squibb made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #314 holding.
  • MassMutual Private Wealth & Trust first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Bristol-Myers Squibb position peaked at $4.28M in Q2 2023.
  • 954 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.