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Midwest Trust’s Bristol-Myers Squibb BMY Stock Holding History

Midwest Trust’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 		$7.05M Sell
116,266
-4,106
-3% -$239K 0.09% 180
2025
Q4 		$6.49M Sell
120,372
-1,424
-1% -$68.5K 0.08% 183
2025
Q3 		$5.49M Sell
121,796
-713
-0.6% -$33.3K 0.07% 202
2025
Q2 		$5.67M Buy
+122,509
New +$6.01M 0.08% 190

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

Midwest Trust's BMY Position: Q1 2026 in Review

Midwest Trust reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q1 2026, selling an estimated $239K and leaving 116,266 shares worth $7.05M. The position accounts for 0.09% of the portfolio, ranked #180.

Midwest Trust first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Midwest Trust held 116,266 shares of Bristol-Myers Squibb worth $7.05M as of Q1 2026.
  • Midwest Trust sold 4,106 Bristol-Myers Squibb shares in Q1 2026, an estimated $239K.
  • Bristol-Myers Squibb made up 0.09% of Midwest Trust's portfolio in Q1 2026, its #180 holding.
  • Midwest Trust first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.