MBM Wealth Consultants’s Bristol-Myers Squibb BMY Stock Holding History

MBM Wealth Consultants’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	$810K	Buy	14,057 +309	+2%	+$17.7K	0.16%	69
2026 Q1	$834K	Buy	13,748 +546	+4%	+$31.8K	0.19%	57
2025 Q4	$712K	Buy	13,202 +595	+5%	+$28.6K	0.17%	63
2025 Q3	$569K	Buy	+12,607	New	+$589K	0.14%	64
2023 Q4	–	Sell	-14,295	Closed	-$807K	–	110
2023 Q3	$807K	Buy	14,295 +2,521	+21%	+$154K	0.35%	46
2023 Q2	$733K	Buy	11,774 +2,082	+21%	+$140K	0.31%	49
2023 Q1	$752K	Hold	9,692	–	–	0.31%	42
2022 Q4	$700K	Sell	9,692 -507	-5%	-$38.2K	0.32%	37
2022 Q3	$719K	Sell	10,199 -109	-1%	-$7.91K	0.35%	31
2022 Q2	$798K	Buy	10,308 +313	+3%	+$23.8K	0.39%	30
2022 Q1	$730K	Buy	9,995 +320	+3%	+$21.5K	0.3%	42
2021 Q4	$603K	Buy	9,675 +2,090	+28%	+$123K	0.25%	58
2021 Q3	$449K	Buy	7,585 +726	+11%	+$47.8K	0.21%	64
2021 Q2	$459K	Buy	6,859 +286	+4%	+$18.6K	0.22%	60
2021 Q1	$415K	Buy	6,573 +414	+7%	+$25.8K	0.21%	59
2020 Q4	$382K	Sell	6,159 -271	-4%	-$16.7K	0.21%	62
2020 Q3	$388K	Buy	6,430 +824	+15%	+$49.6K	0.25%	49
2020 Q2	$330K	Sell	5,606 -1,983	-26%	-$119K	0.23%	54
2020 Q1	$423K	Buy	7,589 +215	+3%	+$13.1K	0.35%	46
2019 Q4	$474K	Buy	7,374 +6,974	+1,744%	+$399K	0.35%	58
2019 Q3	$20K	Hold	400	–	–	0.02%	146
2019 Q2	$18K	Hold	400	–	–	0.02%	149
2019 Q1	$19K	Hold	400	–	–	0.02%	148
2018 Q4	$21K	Buy	+400	New	+$21.5K	0.02%	153

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBM Wealth Consultants's BMY Position: Q2 2026 in Review

MBM Wealth Consultants increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 14,057 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #69.

MBM Wealth Consultants first reported a position in BMY in Q4 2018 and has held it in 24 quarters since. The position peaked at $834K in Q1 2026. 962 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MBM Wealth Consultants held 14,057 shares of Bristol-Myers Squibb worth $810K as of Q2 2026.
MBM Wealth Consultants bought 309 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.7K.
Bristol-Myers Squibb made up 0.16% of MBM Wealth Consultants's portfolio in Q2 2026, its #69 holding.
MBM Wealth Consultants first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 24 quarters since.
MBM Wealth Consultants's Bristol-Myers Squibb position peaked at $834K in Q1 2026.
962 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.