Mogy Joel R Investment Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Mogy Joel R Investment Counsel’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 Q2	$910K	Hold	15,795	–	–	0.05%	70
2026 Q1	$958K	Sell	15,795 -3,150	-17%	-$184K	0.06%	64
2025 Q4	$1.02M	Hold	18,945	–	–	0.06%	64
2025 Q3	$854K	Hold	18,945	–	–	0.05%	69
2025 Q2	$877K	Hold	18,945	–	–	0.05%	66
2025 Q1	$1.16M	Sell	18,945 -215	-1%	-$12.5K	0.07%	59
2024 Q4	$1.08M	Hold	19,160	–	–	0.06%	65
2024 Q3	$991K	Sell	19,160 -1,000	-5%	-$46.9K	0.06%	69
2024 Q2	$837K	Sell	20,160 -1	-0%	-$45	0.05%	70
2024 Q1	$1.09M	Sell	20,161 -749	-4%	-$38.2K	0.07%	66
2023 Q4	$1.07M	Hold	20,910	–	–	0.08%	65
2023 Q3	$1.21M	Sell	20,910 -10,000	-32%	-$613K	0.1%	61
2023 Q2	$1.98M	Sell	30,910 -300	-1%	-$20.1K	0.16%	58
2023 Q1	$2.16M	Buy	31,210 +1	+0%	+$71	0.19%	50
2022 Q4	$2.25M	Hold	31,209	–	–	0.22%	48
2022 Q3	$2.22M	Hold	31,209	–	–	0.23%	51
2022 Q2	$2.4M	Buy	31,209 +314	+1%	+$23.9K	0.24%	50
2022 Q1	$2.26M	Hold	30,895	–	–	0.18%	52
2021 Q4	$1.93M	Hold	30,895	–	–	0.14%	56
2021 Q3	$1.83M	Hold	30,895	–	–	0.15%	57
2021 Q2	$2.06M	Hold	30,895	–	–	0.17%	56
2021 Q1	$1.95M	Hold	30,895	–	–	0.19%	55
2020 Q4	$1.92M	Hold	30,895	–	–	0.19%	55
2020 Q3	$1.86M	Hold	30,895	–	–	0.2%	53
2020 Q2	$1.82M	Hold	30,895	–	–	0.22%	51
2020 Q1	$1.72M	Hold	30,895	–	–	0.24%	53
2019 Q4	$1.98M	Hold	30,895	–	–	0.24%	57
2019 Q3	$1.57M	Hold	30,895	–	–	0.2%	65
2019 Q2	$1.4M	Sell	30,895 -200	-0.6%	-$9.32K	0.18%	69
2019 Q1	$1.48M	Hold	31,095	–	–	0.2%	65
2018 Q4	$1.62M	Hold	31,095	–	–	0.25%	60
2018 Q3	$1.93M	Hold	31,095	–	–	0.26%	61
2018 Q2	$1.72M	Hold	31,095	–	–	0.25%	62
2018 Q1	$1.97M	Sell	31,095 -600	-2%	-$38.6K	0.31%	58
2017 Q4	$1.94M	Hold	31,695	–	–	0.3%	56
2017 Q3	$2.02M	Hold	31,695	–	–	0.34%	58
2017 Q2	$1.77M	Sell	31,695 -402	-1%	-$21.9K	0.3%	59
2017 Q1	$1.75M	Sell	32,097 -500	-2%	-$27.4K	0.3%	61
2016 Q4	$1.91M	Hold	32,597	–	–	0.35%	60
2016 Q3	$1.76M	Hold	32,597	–	–	0.32%	65
2016 Q2	$2.4M	Hold	32,597	–	–	0.44%	56
2016 Q1	$2.08M	Buy	32,597 +29,338	+900%	+$1.85M	0.39%	60
2015 Q4	$2.24K	Sell	3,259 -25,838	-89%	-$1.71M	0.42%	54
2015 Q3	$1.72M	Hold	29,097	–	–	0.34%	61
2015 Q2	$1.94M	Hold	29,097	–	–	0.37%	58
2015 Q1	$1.88M	Hold	29,097	–	–	0.35%	63
2014 Q4	$1.72M	Hold	29,097	–	–	0.33%	66
2014 Q3	$1.49M	Hold	29,097	–	–	0.3%	67
2014 Q2	$1.41M	Sell	29,097 -500	-2%	-$24.6K	0.28%	70
2014 Q1	$1.54M	Hold	29,597	–	–	0.32%	68
2013 Q4	$1.57M	Hold	29,597	–	–	0.33%	67
2013 Q3	$1.37M	Hold	29,597	–	–	0.31%	68
2013 Q2	$1.32M	Buy	+29,597	New	+$1.28M	0.32%	66

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mogy Joel R Investment Counsel's BMY Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 15,795 shares worth $910K. The position accounts for 0.05% of the portfolio, ranked #70.

Mogy Joel R Investment Counsel first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.4M in Q2 2022. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mogy Joel R Investment Counsel held 15,795 shares of Bristol-Myers Squibb worth $910K as of Q2 2026.
Mogy Joel R Investment Counsel left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.05% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #70 holding.
Mogy Joel R Investment Counsel first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Bristol-Myers Squibb position peaked at $2.4M in Q2 2022.
1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.