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Mendel Money Management’s Bristol-Myers Squibb BMY Stock Holding History

Mendel Money 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
Q1 		$525K Sell
8,655
-303
-3% -$17.7K 0.22% 99
2025
Q4 		$483K Sell
8,958
-2,670
-23% -$128K 0.2% 108
2025
Q3 		$524K Hold
11,628
– – 0.22% 105
2025
Q2 		$538K Sell
11,628
-50
-0.4% -$2.45K 0.24% 95
2025
Q1 		$712K Buy
11,678
+85
+0.7% +$4.96K 0.34% 78
2024
Q4 		$656K Buy
11,593
+97
+0.8% +$5.42K 0.29% 78
2024
Q3 		$595K Buy
11,496
+577
+5% +$27.1K 0.26% 88
2024
Q2 		$453K Buy
10,919
+687
+7% +$30.7K 0.21% 96
2024
Q1 		$555K Buy
10,232
+1,122
+12% +$57.2K 0.26% 82
2023
Q4 		$467K Buy
9,110
+280
+3% +$14.7K 0.22% 88
2023
Q3 		$513K Buy
8,830
+2,475
+39% +$152K 0.27% 74
2023
Q2 		$406K Buy
6,355
+43
+0.7% +$2.88K 0.21% 91
2023
Q1 		$438K Buy
6,312
+55
+0.9% +$3.88K 0.24% 81
2022
Q4 		$450K Buy
6,257
+93
+2% +$7.01K 0.26% 77
2022
Q3 		$438K Buy
6,164
+2,120
+52% +$154K 0.27% 71
2022
Q2 		$311K Sell
4,044
-1,979
-33% -$151K 0.19% 91
2022
Q1 		$440K Buy
+6,023
New +$404K 0.21% 86

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendel Money Management's BMY Position: Q1 2026 in Review

Mendel Money Management reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q1 2026, selling an estimated $17.7K and leaving 8,655 shares worth $525K. The position accounts for 0.22% of the portfolio, ranked #99.

Mendel Money Management first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. The position peaked at $712K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Mendel Money Management held 8,655 shares of Bristol-Myers Squibb worth $525K as of Q1 2026.
  • Mendel Money Management sold 303 Bristol-Myers Squibb shares in Q1 2026, an estimated $17.7K.
  • Bristol-Myers Squibb made up 0.22% of Mendel Money Management's portfolio in Q1 2026, its #99 holding.
  • Mendel Money Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
  • Mendel Money Management's Bristol-Myers Squibb position peaked at $712K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.