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Moneta Group Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Moneta Group Investment Advisors’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 		$1.85M Sell
30,548
-6
-0% -$350 0.01% 276
2025
Q4 		$1.65M Sell
30,554
-5,899
-16% -$284K 0.01% 288
2025
Q3 		$1.64M Sell
36,453
-6,916
-16% -$323K 0.01% 282
2025
Q2 		$2.01M Sell
43,369
-1,867
-4% -$91.6K 0.02% 223
2025
Q1 		$2.76M Buy
45,236
+2,487
+6% +$145K 0.04% 173
2024
Q4 		$2.42M Buy
42,749
+4,435
+12% +$248K 0.03% 186
2024
Q3 		$1.98M Buy
38,314
+1,193
+3% +$56K 0.03% 199
2024
Q2 		$1.54M Buy
37,121
+6,075
+20% +$272K 0.02% 216
2024
Q1 		$1.68M Buy
31,046
+13,011
+72% +$663K 0.03% 205
2023
Q4 		$925K Sell
18,035
-2,663
-13% -$140K 0.02% 250
2023
Q3 		$1.2M Sell
20,698
-4,159
-17% -$255K 0.03% 200
2023
Q2 		$1.59M Buy
24,857
+680
+3% +$45.6K 0.04% 189
2023
Q1 		$1.68M Buy
24,177
+8,506
+54% +$600K 0.04% 179
2022
Q4 		$1.14M Sell
15,671
-3,108
-17% -$234K 0.03% 192
2022
Q3 		$1.33M Sell
18,779
-377
-2% -$27.3K 0.05% 166
2022
Q2 		$1.48M Buy
19,156
+2,218
+13% +$169K 0.05% 172
2022
Q1 		$1.24M Sell
16,938
-63
-0.4% -$4.23K 0.05% 177
2021
Q4 		$1.06M Sell
17,001
-2,181
-11% -$128K 0.04% 194
2021
Q3 		$1.14M Sell
19,182
-1,291
-6% -$85K 0.05% 179
2021
Q2 		$1.37M Buy
20,473
+1,655
+9% +$108K 0.06% 166
2021
Q1 		$1.19M Buy
18,818
+9,435
+101% +$587K 0.06% 159
2020
Q4 		$582K Buy
9,383
+1,289
+16% +$79.3K 0.04% 183
2020
Q3 		$488K Sell
8,094
-3,079
-28% -$185K 0.04% 169
2020
Q2 		$657K Buy
11,173
+7,118
+176% +$426K 0.06% 134
2020
Q1 		$226K Sell
4,055
-1,865
-32% -$114K 0.02% 212
2019
Q4 		$380K Sell
5,920
-2,264
-28% -$130K 0.03% 190
2019
Q3 		$415K Buy
8,184
+400
+5% +$18.8K 0.04% 179
2019
Q2 		$353K Sell
7,784
-2,696
-26% -$126K 0.03% 182
2019
Q1 		$500K Buy
10,480
+1,419
+16% +$70.7K 0.05% 141
2018
Q4 		$471K Buy
9,061
+499
+6% +$26.8K 0.06% 142
2018
Q3 		$532K Sell
8,562
-10,370
-55% -$615K 0.05% 145
2018
Q2 		$1.05M Buy
18,932
+9,230
+95% +$498K 0.12% 105
2018
Q1 		$614K Buy
9,702
+5,093
+111% +$328K 0.08% 109
2017
Q4 		$282K Buy
4,609
+481
+12% +$30.1K 0.04% 159
2017
Q3 		$263K Sell
4,128
-2,581
-38% -$151K 0.04% 169
2017
Q2 		$374K Buy
+6,709
New +$365K 0.06% 144
2017
Q1 		– Sell
-7,128
Closed -$417K – 161
2016
Q4 		$417K Sell
7,128
-316
-4% -$17.3K 0.09% 104
2016
Q3 		$401K Sell
7,444
-2,590
-26% -$166K 0.09% 91
2016
Q2 		$738K Buy
10,034
+900
+10% +$63.6K 0.16% 88
2016
Q1 		$583K Buy
9,134
+2,538
+38% +$160K 0.13% 94
2015
Q4 		$454K Sell
6,596
-214
-3% -$14.1K 0.11% 86
2015
Q3 		$403K Sell
6,810
-976
-13% -$61.9K 0.11% 85
2015
Q2 		$518K Sell
7,786
-5,341
-41% -$352K 0.16% 72
2015
Q1 		$847K Sell
13,127
-215
-2% -$13.5K 0.36% 46
2014
Q4 		$788K Sell
13,342
-1,766
-12% -$99.6K 0.38% 44
2014
Q3 		$773K Buy
15,108
+482
+3% +$24.1K 0.4% 41
2014
Q2 		$710K Buy
14,626
+100
+0.7% +$4.93K 0.38% 45
2014
Q1 		$755K Sell
14,526
-380
-3% -$20.2K 0.45% 35
2013
Q4 		$792K Sell
14,906
-270
-2% -$13.8K 0.48% 36
2013
Q3 		$702K Buy
15,176
+510
+3% +$22.4K 0.46% 41
2013
Q2 		$655K Buy
+14,666
New +$637K 0.46% 41

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

Moneta Group Investment Advisors's BMY Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.02% in Q1 2026, selling an estimated $350 and leaving 30,548 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #276.

Moneta Group Investment Advisors first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.76M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Moneta Group Investment Advisors held 30,548 shares of Bristol-Myers Squibb worth $1.85M as of Q1 2026.
  • Moneta Group Investment Advisors sold 6 Bristol-Myers Squibb shares in Q1 2026, an estimated $350.
  • Bristol-Myers Squibb made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #276 holding.
  • Moneta Group Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 quarters since.
  • Moneta Group Investment Advisors's Bristol-Myers Squibb position peaked at $2.76M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.