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Mirabella Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Mirabella Financial Services’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 		– Sell
-4,632
Closed -$250K – 936
2025
Q4 		$250K Sell
4,632
-35,913
-89% -$1.73M 0.02% 527
2025
Q3 		$1.82M Buy
40,545
+24,867
+159% +$1.16M 0.16% 132
2025
Q2 		$729K Sell
15,678
-52,375
-77% -$2.57M 0.07% 162
2025
Q1 		$4.16M Buy
68,053
+38,139
+127% +$2.22M 0.17% 87
2024
Q4 		$1.69M Buy
+29,914
New +$1.67M 0.15% 120
2024
Q3 		– Sell
-5,751
Closed -$239K – 198
2024
Q2 		$239K Sell
5,751
-3,906
-40% -$175K 0.02% 363
2024
Q1 		$524K Sell
9,657
-26,700
-73% -$1.36M 0.04% 290
2023
Q4 		$1.87M Buy
+36,357
New +$1.91M 0.25% 92
2023
Q3 		– Sell
-10,401
Closed -$665K – 393
2023
Q2 		$665K Buy
+10,401
New +$697K 0.07% 266
2023
Q1 		– Sell
-9,067
Closed -$652K – 409
2022
Q4 		$652K Buy
+9,067
New +$684K 0.06% 178
2022
Q2 		– Sell
-20,591
Closed -$1.5M – 487
2022
Q1 		$1.5M Buy
+20,591
New +$1.38M 0.17% 122
2021
Q4 		– Sell
-4,884
Closed -$289K – 412
2021
Q3 		$289K Sell
4,884
-34,225
-88% -$2.25M 0.04% 325
2021
Q2 		$2.61M Buy
+39,109
New +$2.55M 0.47% 69
2021
Q1 		– Sell
-101,932
Closed -$2.64M – 291
2020
Q4 		$2.64M Buy
101,932
+93,162
+1,062% +$5.73M 0.33% 96
2020
Q3 		$529K Buy
8,770
+2,696
+44% +$162K 0.07% 135
2020
Q2 		$357K Buy
+6,074
New +$363K 0.09% 107

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirabella Financial Services's BMY Position: Q1 2026 in Review

Mirabella Financial Services sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 4,632 shares — an estimated $250K sold.

Mirabella Financial Services first reported a position in BMY in Q2 2020 and held it in 16 quarters. The position peaked at $4.16M in Q1 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Mirabella Financial Services reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 4,632 Bristol-Myers Squibb shares in Q1 2026, an estimated $250K.
  • Mirabella Financial Services first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 16 quarters.
  • Mirabella Financial Services's Bristol-Myers Squibb position peaked at $4.16M in Q1 2025.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.