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Mattson Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Mattson Financial Services’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
2025
Q2 		– Sell
-652
Closed -$39.8K – 179
2025
Q1 		$39.8K Sell
652
-100
-13% -$5.83K 0.01% 189
2024
Q4 		$38.9K Buy
752
+730
+3,318% +$40.8K 0.01% 186
2024
Q3 		$914 Hold
22
– – ﹤0.01% 251
2024
Q2 		$914 Buy
+22
New +$984 ﹤0.01% 251

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mattson Financial Services's BMY Position: Q2 2025 in Review

Mattson Financial Services sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 652 shares — an estimated $39.8K sold.

Mattson Financial Services first reported a position in BMY in Q2 2024 and held it in 4 quarters. The position peaked at $39.8K in Q1 2025. 2,298 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

  • Mattson Financial Services reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 652 Bristol-Myers Squibb shares in Q2 2025, an estimated $39.8K.
  • Mattson Financial Services first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's Bristol-Myers Squibb position peaked at $39.8K in Q1 2025.
  • 2,298 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.