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

Mattern 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	$219K	Hold	3,800	–	–	0.04%	171
2026 Q1	$230K	Hold	3,800	–	–	0.04%	143
2025 Q4	$205K	Buy	+3,800	New	+$183K	0.04%	153
2025 Q3	–	Sell	-4,400	Closed	-$204K	–	157
2025 Q2	$204K	Hold	4,400	–	–	0.04%	159
2025 Q1	$268K	Sell	4,400 -400	-8%	-$23.3K	0.06%	135
2024 Q4	$272K	Hold	4,800	–	–	0.06%	140
2024 Q3	$248K	Buy	+4,800	New	+$225K	0.05%	156
2024 Q2	–	Sell	-4,400	Closed	-$239K	–	174
2024 Q1	$239K	Hold	4,400	–	–	0.06%	159
2023 Q4	$226K	Sell	4,400 -1,100	-20%	-$57.7K	0.06%	160
2023 Q3	$319K	Hold	5,500	–	–	0.09%	129
2023 Q2	$352K	Hold	5,500	–	–	0.1%	124
2023 Q1	$381K	Hold	5,500	–	–	0.13%	126
2022 Q4	$396K	Hold	5,500	–	–	0.16%	115
2022 Q3	$391K	Hold	5,500	–	–	0.16%	108
2022 Q2	$424K	Hold	5,500	–	–	0.17%	102
2022 Q1	$402K	Hold	5,500	–	–	0.13%	106
2021 Q4	$343K	Sell	5,500 -100	-2%	-$5.87K	0.1%	127
2021 Q3	$331K	Buy	5,600 +100	+2%	+$6.59K	0.11%	131
2021 Q2	$370K	Hold	5,500	–	–	0.12%	129
2021 Q1	$347K	Sell	5,500 -150	-3%	-$9.33K	0.12%	125
2020 Q4	$350K	Hold	5,650	–	–	0.13%	122
2020 Q3	$341K	Hold	5,650	–	–	0.15%	117
2020 Q2	$332K	Sell	5,650 -100	-2%	-$5.98K	0.16%	109
2020 Q1	$321K	Buy	+5,750	New	+$351K	0.23%	95

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mattern Wealth Management's BMY Position: Q2 2026 in Review

Mattern Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,800 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #171.

Mattern Wealth Management first reported a position in BMY in Q1 2020 and has held it in 24 quarters since. The position peaked at $424K in Q2 2022. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mattern Wealth Management held 3,800 shares of Bristol-Myers Squibb worth $219K as of Q2 2026.
Mattern Wealth Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #171 holding.
Mattern Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 24 quarters since.
Mattern Wealth Management's Bristol-Myers Squibb position peaked at $424K in Q2 2022.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.