MFG
BMY icon

Mendota Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-100
Closed -$5.66K – 140
2024
Q4 		$5.66K Sell
100
-6
-6% -$335 ﹤0.01% 260
2024
Q3 		$5.49K Buy
106
+6
+6% +$281 ﹤0.01% 267
2024
Q2 		$4.15K Hold
100
– – ﹤0.01% 258
2024
Q1 		$5.42K Hold
100
– – ﹤0.01% 256
2023
Q4 		$5.13K Hold
100
– – ﹤0.01% 294
2023
Q3 		$5.8K Hold
100
– – 0.01% 215
2023
Q2 		$6.39K Hold
100
– – 0.01% 215
2023
Q1 		$7.3K Hold
100
– – 0.01% 240
2022
Q4 		$7.2K Buy
+100
New +$7.54K 0.01% 219

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return