MFG
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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Mendota Financial Group's BMY Position: Q1 2025 in Review

Mendota Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2025, closing a stake of 100 shares — an estimated $5.66K sold.

Mendota Financial Group first reported a position in BMY in Q4 2022 and held it in 9 quarters. The position peaked at $7.3K in Q1 2023. 2,486 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

  • Mendota Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 100 Bristol-Myers Squibb shares in Q1 2025, an estimated $5.66K.
  • Mendota Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Bristol-Myers Squibb position peaked at $7.3K in Q1 2023.
  • 2,486 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.