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

MidWestOne 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
Q4 		$1.21M Sell
22,355
-5,239
-19% -$252K 0.13% 141
2025
Q3 		$1.24M Buy
27,594
+108
+0.4% +$5.04K 0.15% 136
2025
Q2 		$1.27M Sell
27,486
-154
-0.6% -$7.56K 0.17% 132
2025
Q1 		$1.69M Buy
27,640
+580
+2% +$33.8K 0.24% 97
2024
Q4 		$1.53M Sell
27,060
-745
-3% -$41.6K 0.21% 100
2024
Q3 		$1.44M Sell
27,805
-25
-0.1% -$1.17K 0.2% 113
2024
Q2 		$1.16M Buy
27,830
+5,034
+22% +$225K 0.21% 124
2024
Q1 		$1.24M Buy
22,796
+200
+0.9% +$10.2K 0.22% 120
2023
Q4 		$1.16M Sell
22,596
-10,649
-32% -$559K 0.22% 112
2023
Q3 		$1.93M Sell
33,245
-7,665
-19% -$470K 0.44% 56
2023
Q2 		$2.62M Buy
40,910
+629
+2% +$42.2K 0.57% 39
2023
Q1 		$2.79M Buy
40,281
+7,441
+23% +$525K 0.63% 27
2022
Q4 		$2.36M Sell
32,840
-7,398
-18% -$558K 0.53% 27
2022
Q3 		$2.86M Buy
40,238
+1,634
+4% +$119K 0.73% 16
2022
Q2 		$2.97M Buy
38,604
+5,105
+15% +$389K 0.74% 14
2022
Q1 		$2.45M Sell
33,499
-7,519
-18% -$505K 0.53% 28
2021
Q4 		$2.56M Buy
41,018
+7,786
+23% +$457K 0.54% 31
2021
Q3 		$1.97M Sell
33,232
-4,319
-12% -$284K 0.46% 45
2021
Q2 		$2.51M Sell
37,551
-1,422
-4% -$92.7K 0.59% 28
2021
Q1 		$2.46M Buy
38,973
+419
+1% +$26.1K 0.6% 24
2020
Q4 		$2.39M Buy
38,554
+5,109
+15% +$314K 0.66% 20
2020
Q3 		$2.02M Buy
33,445
+6,003
+22% +$361K 0.67% 27
2020
Q2 		$1.61M Buy
27,442
+3,230
+13% +$193K 0.67% 18
2020
Q1 		$1.35M Sell
24,212
-3,072
-11% -$188K 0.5% 42
2019
Q4 		$1.75M Buy
27,284
+3,608
+15% +$207K 0.36% 43
2019
Q3 		$1.2M Buy
23,676
+4,855
+26% +$228K 0.37% 58
2019
Q2 		$854K Buy
+18,821
New +$877K 0.23% 110

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MidWestOne Financial Group's BMY Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 19% in Q4 2025, selling an estimated $252K and leaving 22,355 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #141.

MidWestOne Financial Group first reported a position in BMY in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.97M in Q2 2022. 2,456 funds tracked by Wall St. Rank hold BMY as of Q4 2025.

  • MidWestOne Financial Group held 22,355 shares of Bristol-Myers Squibb worth $1.21M as of Q4 2025.
  • MidWestOne Financial Group sold 5,239 Bristol-Myers Squibb shares in Q4 2025, an estimated $252K.
  • Bristol-Myers Squibb made up 0.13% of MidWestOne Financial Group's portfolio in Q4 2025, its #141 holding.
  • MidWestOne Financial Group first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Bristol-Myers Squibb position peaked at $2.97M in Q2 2022.
  • 2,456 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.