Monetary Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Monetary Management 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
2026 Q1	$779K	Sell	12,850 -55	-0.4%	-$3.21K	0.19%	115
2025 Q4	$696K	Sell	12,905 -2,500	-16%	-$120K	0.16%	119
2025 Q3	$695K	Sell	15,405 -1,000	-6%	-$46.7K	0.16%	117
2025 Q2	$759K	Sell	16,405 -500	-3%	-$24.5K	0.19%	109
2025 Q1	$1.03M	Hold	16,905	–	–	0.28%	81
2024 Q4	$956K	Sell	16,905 -750	-4%	-$41.9K	0.25%	85
2024 Q3	$913K	Sell	17,655 -1,645	-9%	-$77.2K	0.23%	91
2024 Q2	$802K	Sell	19,300 -100	-0.5%	-$4.47K	0.21%	98
2024 Q1	$1.05M	Sell	19,400 -725	-4%	-$36.9K	0.29%	85
2023 Q4	$1.03M	Sell	20,125 -3,650	-15%	-$192K	0.32%	80
2023 Q3	$1.38M	Sell	23,775 -3,042	-11%	-$186K	0.46%	53
2023 Q2	$1.71M	Sell	26,817 -2,075	-7%	-$139K	0.53%	46
2023 Q1	$2M	Buy	28,892 +3,000	+12%	+$212K	0.59%	41
2022 Q4	$1.86M	Sell	25,892 -750	-3%	-$56.6K	0.58%	43
2022 Q3	$1.89M	Sell	26,642 -100	-0.4%	-$7.25K	0.62%	41
2022 Q2	$2.06M	Hold	26,742	–	–	0.65%	43
2022 Q1	$1.95M	Sell	26,742 -875	-3%	-$58.8K	0.52%	46
2021 Q4	$1.72M	Buy	27,617 +1,425	+5%	+$83.6K	0.43%	54
2021 Q3	$1.55M	Buy	26,192 +2,250	+9%	+$148K	0.43%	61
2021 Q2	$1.6M	Sell	23,942 -12,470	-34%	-$813K	0.48%	49
2021 Q1	$2.3M	Sell	36,412 -8,500	-19%	-$529K	0.72%	39
2020 Q4	$2.79M	Buy	44,912 +100	+0.2%	+$6.15K	0.92%	29
2020 Q3	$2.7M	Sell	44,812 -3,345	-7%	-$201K	0.96%	25
2020 Q2	$2.83M	Buy	48,157 +1,070	+2%	+$64K	1.07%	23
2020 Q1	$2.63M	Buy	47,087 +3,850	+9%	+$235K	1.16%	23
2019 Q4	$2.77M	Sell	43,237 -9,933	-19%	-$569K	1.01%	29
2019 Q3	$2.7M	Buy	53,170 +12,225	+30%	+$575K	1.02%	25
2019 Q2	$1.86M	Sell	40,945 -1,789	-4%	-$83.3K	0.71%	40
2019 Q1	$2.04M	Buy	42,734 +600	+1%	+$29.9K	0.81%	40
2018 Q4	$2.19M	Sell	42,134 -500	-1%	-$26.9K	0.99%	29
2018 Q3	$2.65M	Buy	42,634 +275	+0.6%	+$16.3K	1.01%	25
2018 Q2	$2.34M	Sell	42,359 -100	-0.2%	-$5.4K	0.96%	27
2018 Q1	$2.69M	Hold	42,459	–	–	1.11%	30
2017 Q4	$2.6M	Buy	42,459 +600	+1%	+$37.5K	1.05%	33
2017 Q3	$2.67M	Sell	41,859 -75	-0.2%	-$4.38K	1.12%	31
2017 Q2	$2.34M	Sell	41,934 -100	-0.2%	-$5.44K	0.96%	35
2017 Q1	$2.29M	Sell	42,034 -3,000	-7%	-$165K	0.99%	36
2016 Q4	$2.63M	Buy	45,034 +20,235	+82%	+$1.11M	1.22%	28
2016 Q3	$1.34M	Buy	24,799 +9,325	+60%	+$599K	0.62%	57
2016 Q2	$1.14M	Sell	15,474 -25	-0.2%	-$1.77K	0.53%	64
2016 Q1	$990K	Sell	15,499 -50	-0.3%	-$3.15K	0.48%	64
2015 Q4	$1.07M	Sell	15,549 -350	-2%	-$23.1K	0.51%	64
2015 Q3	$941K	Sell	15,899 -2,050	-11%	-$130K	0.47%	64
2015 Q2	$1.19M	Buy	17,949 +1,550	+9%	+$102K	0.54%	62
2015 Q1	$1.06M	Sell	16,399 -150	-0.9%	-$9.39K	0.47%	67
2014 Q4	$977K	Sell	16,549 -600	-3%	-$33.8K	0.43%	69
2014 Q3	$878K	Buy	17,149 +1,750	+11%	+$87.4K	0.41%	74
2014 Q2	$747K	Sell	15,399 -3,475	-18%	-$171K	0.35%	86
2014 Q1	$981K	Sell	18,874 -1,500	-7%	-$79.8K	0.46%	70
2013 Q4	$1.08M	Sell	20,374 -1,325	-6%	-$67.5K	0.5%	61
2013 Q3	$1M	Sell	21,699 -4,650	-18%	-$204K	0.53%	60
2013 Q2	$1.18M	Buy	+26,349	New	+$1.14M	0.64%	55

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monetary Management Group's BMY Position: Q1 2026 in Review

Monetary Management Group reduced its Bristol-Myers Squibb (BMY) stake by 0.43% in Q1 2026, selling an estimated $3.21K and leaving 12,850 shares worth $779K. The position accounts for 0.19% of the portfolio, ranked #115.

Monetary Management Group first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.83M in Q2 2020. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Monetary Management Group held 12,850 shares of Bristol-Myers Squibb worth $779K as of Q1 2026.
Monetary Management Group sold 55 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.21K.
Bristol-Myers Squibb made up 0.19% of Monetary Management Group's portfolio in Q1 2026, its #115 holding.
Monetary Management Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Bristol-Myers Squibb position peaked at $2.83M in Q2 2020.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.