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Mather Group’s Bristol-Myers Squibb BMY Stock Holding History

Mather Group’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 		$330K Buy
5,722
+63
+1% +$3.62K ﹤0.01% 646
2026
Q1 		$343K Buy
5,659
+889
+19% +$51.8K ﹤0.01% 587
2025
Q4 		$257K Buy
4,770
+1,689
+55% +$81.3K ﹤0.01% 558
2025
Q3 		$139K Buy
+3,081
New +$144K ﹤0.01% 702
2025
Q2 		– Sell
-6,003
Closed -$366K – 744
2025
Q1 		$366K Sell
6,003
-117
-2% -$6.82K ﹤0.01% 446
2024
Q4 		$346K Sell
6,120
-830
-12% -$46.4K ﹤0.01% 437
2024
Q3 		$360K Sell
6,950
-8,813
-56% -$413K ﹤0.01% 427
2024
Q2 		$855K Sell
15,763
-9,899
-39% -$443K 0.01% 287
2024
Q1 		$1.32M Sell
25,662
-59
-0.2% -$3.01K 0.02% 188
2023
Q4 		$1.32M Buy
25,721
+1,696
+7% +$89K 0.02% 197
2023
Q3 		$1.39M Sell
24,025
-1,297
-5% -$79.5K 0.02% 177
2023
Q2 		$1.62M Sell
25,322
-450
-2% -$30.2K 0.03% 173
2023
Q1 		$1.79M Buy
25,772
+15,803
+159% +$1.11M 0.03% 154
2022
Q4 		$717K Buy
9,969
+3,777
+61% +$285K 0.01% 261
2022
Q3 		$440K Buy
6,192
+2,389
+63% +$173K 0.01% 298
2022
Q2 		$293K Buy
+3,803
New +$290K 0.01% 314
2021
Q3 		– Sell
-3,732
Closed -$249K – 286
2021
Q2 		$249K Buy
3,732
+194
+5% +$12.7K 0.01% 240
2021
Q1 		$223K Buy
+3,538
New +$220K 0.01% 244

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
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

Mather Group's BMY Position: Q2 2026 in Review

Mather Group increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $3.62K and bringing the position to 5,722 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Mather Group first reported a position in BMY in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.79M in Q1 2023. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Mather Group held 5,722 shares of Bristol-Myers Squibb worth $330K as of Q2 2026.
  • Mather Group bought 63 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.62K.
  • Bristol-Myers Squibb made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #646 holding.
  • Mather Group first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 18 quarters since.
  • Mather Group's Bristol-Myers Squibb position peaked at $1.79M in Q1 2023.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.