Moody National Bank Trust Division’s Bristol-Myers Squibb BMY Stock Holding History

Moody National Bank Trust Division’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	$1.45M	Sell	25,150 -148	-0.6%	-$8.5K	0.12%	165
2026 Q1	$1.53M	Buy	25,298 +858	+4%	+$50K	0.15%	134
2025 Q4	$1.32M	Sell	24,440 -10,696	-30%	-$515K	0.13%	160
2025 Q3	$1.58M	Buy	35,136 +757	+2%	+$35.4K	0.13%	156
2025 Q2	$1.59M	Sell	34,379 -2,691	-7%	-$132K	0.15%	152
2025 Q1	$2.26M	Buy	37,070 +995	+3%	+$58K	0.24%	88
2024 Q4	$2.04M	Sell	36,075 -158	-0.4%	-$8.83K	0.21%	102
2024 Q3	$1.87M	Buy	36,233 +3,118	+9%	+$146K	0.2%	117
2024 Q2	$1.38M	Buy	33,115 +511	+2%	+$22.9K	0.11%	137
2024 Q1	$1.77M	Sell	32,604 -289	-0.9%	-$14.7K	0.14%	103
2023 Q4	$1.69M	Sell	32,893 -27,632	-46%	-$1.45M	0.13%	120
2023 Q3	$3.51M	Buy	60,525 +4,654	+8%	+$285K	0.23%	60
2023 Q2	$3.57M	Sell	55,871 -324	-0.6%	-$21.7K	0.25%	55
2023 Q1	$3.89M	Buy	56,195 +381	+0.7%	+$26.9K	0.33%	44
2022 Q4	$4.02M	Buy	55,814 +1,026	+2%	+$77.4K	0.35%	43
2022 Q3	$3.9M	Buy	54,788 +5,257	+11%	+$381K	0.4%	40
2022 Q2	$3.81M	Buy	49,531 +10,727	+28%	+$817K	0.4%	38
2022 Q1	$2.83M	Sell	38,804 -4,008	-9%	-$269K	0.09%	81
2021 Q4	$2.67M	Sell	42,812 -62,676	-59%	-$3.68M	0.08%	93
2021 Q3	$6.24M	Sell	105,488 -105	-0.1%	-$6.92K	0.09%	132
2021 Q2	$7.06M	Sell	105,593 -150	-0.1%	-$9.78K	0.14%	117
2021 Q1	$6.68M	Buy	105,743 +350	+0.3%	+$21.8K	0.16%	119
2020 Q4	$6.54M	Buy	105,393 +3,258	+3%	+$200K	0.17%	123
2020 Q3	$6.16M	Buy	102,135 +214	+0.2%	+$12.9K	0.19%	107
2020 Q2	$5.99M	Buy	101,921 +841	+0.8%	+$50.3K	0.19%	104
2020 Q1	$5.63M	Buy	101,080 +155	+0.2%	+$9.47K	0.2%	94
2019 Q4	$6.48M	Buy	100,925 +88,537	+715%	+$5.07M	0.17%	100
2019 Q3	$628K	Buy	12,388 +7,012	+130%	+$330K	0.02%	256
2019 Q2	$244K	Sell	5,376 -645	-11%	-$30K	0.01%	326
2019 Q1	$288K	Sell	6,021 -191	-3%	-$9.51K	0.01%	317
2018 Q4	$323K	Buy	6,212 +1,062	+21%	+$57.1K	0.01%	298
2018 Q3	$320K	Hold	5,150	–	–	0.01%	305
2018 Q2	$285K	Hold	5,150	–	–	0.01%	229
2018 Q1	$326K	Hold	5,150	–	–	0.02%	208
2017 Q4	$316K	Hold	5,150	–	–	0.01%	222
2017 Q3	$328K	Hold	5,150	–	–	0.02%	206
2017 Q2	$287K	Hold	5,150	–	–	0.01%	244
2017 Q1	$280K	Hold	5,150	–	–	0.01%	237
2016 Q4	$301K	Hold	5,150	–	–	0.01%	221
2016 Q3	$278K	Hold	5,150	–	–	0.02%	230
2016 Q2	$379K	Hold	5,150	–	–	0.02%	192
2016 Q1	$329K	Buy	+5,150	New	+$325K	0.02%	203

Other funds holding BMY

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Moody National Bank Trust Division's BMY Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Bristol-Myers Squibb (BMY) stake by 0.59% in Q2 2026, selling an estimated $8.5K and leaving 25,150 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #165.

Moody National Bank Trust Division first reported a position in BMY in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.06M in Q2 2021. 1,365 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Moody National Bank Trust Division held 25,150 shares of Bristol-Myers Squibb worth $1.45M as of Q2 2026.
Moody National Bank Trust Division sold 148 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.5K.
Bristol-Myers Squibb made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #165 holding.
Moody National Bank Trust Division first reported a position in Bristol-Myers Squibb in Q1 2016 and has held it in 42 quarters since.
Moody National Bank Trust Division's Bristol-Myers Squibb position peaked at $7.06M in Q2 2021.
1,365 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.