Mechanics Financial Corp’s Bristol-Myers Squibb BMY Stock Holding History

Mechanics Financial Corp’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	$346	Buy	+6	New	+$345	﹤0.01%	288
2025 Q3	–	Sell	-4,500	Closed	-$208K	–	241
2025 Q2	$208K	Hold	4,500	–	–	0.09%	111
2025 Q1	$274K	Hold	4,500	–	–	0.12%	97
2024 Q4	$255K	Hold	4,500	–	–	0.11%	98
2024 Q3	$233K	Hold	4,500	–	–	0.1%	106
2024 Q2	$187K	Hold	4,500	–	–	0.1%	117
2024 Q1	$244K	Hold	4,500	–	–	0.13%	104
2023 Q4	$231K	Hold	4,500	–	–	0.13%	101
2023 Q3	$261K	Hold	4,500	–	–	0.14%	89
2023 Q2	$288K	Sell	4,500 -1,273	-22%	-$85.4K	0.16%	93
2023 Q1	$400K	Sell	5,773 -1,273	-18%	-$89.8K	0.23%	79
2022 Q4	$507K	Buy	7,046 +2,146	+44%	+$162K	0.3%	63
2022 Q3	$348K	Sell	4,900 -165	-3%	-$12K	0.23%	81
2022 Q2	$390K	Hold	5,065	–	–	0.23%	73
2022 Q1	$370K	Hold	5,065	–	–	0.19%	85
2021 Q4	$316K	Buy	+5,065	New	+$297K	0.15%	97

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mechanics Financial Corp's BMY Position: Q2 2026 in Review

Mechanics Financial Corp opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 6 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Mechanics Financial Corp previously reported a position in BMY as recently as Q2 2025.

Mechanics Financial Corp first reported a position in BMY in Q4 2021 and has held it in 16 quarters since. The position peaked at $507K in Q4 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mechanics Financial Corp held 6 shares of Bristol-Myers Squibb worth $346 as of Q2 2026.
Bristol-Myers Squibb was a new Mechanics Financial Corp position in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #288 holding.
Mechanics Financial Corp first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 16 quarters since.
Mechanics Financial Corp's Bristol-Myers Squibb position peaked at $507K in Q4 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.