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Mount Vernon Associates’s Bristol-Myers Squibb BMY Stock Holding History

Mount Vernon Associates’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 		$1.7M Sell
29,429
-2,500
-8% -$144K 1.11% 27
2026
Q1 		$1.94M Buy
31,929
+225
+0.7% +$13.1K 1.37% 24
2025
Q4 		$1.71M Sell
31,704
-100
-0.3% -$4.81K 1.15% 25
2025
Q3 		$1.43M Buy
31,804
+700
+2% +$32.7K 1% 27
2025
Q2 		$1.44M Buy
31,104
+300
+1% +$14.7K 1.04% 26
2025
Q1 		$1.88M Sell
30,804
-75
-0.2% -$4.37K 1.53% 20
2024
Q4 		$1.75M Hold
30,879
– – 1.36% 24
2024
Q3 		$1.6M Buy
30,879
+1,100
+4% +$51.6K 1.27% 25
2024
Q2 		$1.24M Buy
29,779
+160
+0.5% +$7.16K 1.1% 25
2024
Q1 		$1.61M Buy
29,619
+139
+0.5% +$7.08K 1.36% 25
2023
Q4 		$1.51M Buy
29,480
+2,000
+7% +$105K 1.48% 21
2023
Q3 		$1.59M Buy
27,480
+411
+2% +$25.2K 1.76% 20
2023
Q2 		$1.73M Buy
27,069
+275
+1% +$18.4K 1.84% 19
2023
Q1 		$1.86M Sell
26,794
-550
-2% -$38.8K 2.2% 16
2022
Q4 		$1.97M Hold
27,344
– – 2.53% 14
2022
Q3 		$1.94M Buy
27,344
+190
+0.7% +$13.8K 2.53% 14
2022
Q2 		$2.09M Hold
27,154
– – 2.55% 11
2022
Q1 		$1.98M Buy
27,154
+375
+1% +$25.2K 1.92% 18
2021
Q4 		$1.67M Buy
26,779
+150
+0.6% +$8.8K 1.45% 21
2021
Q3 		$1.58M Buy
26,629
+200
+0.8% +$13.2K 1.44% 23
2021
Q2 		$1.77M Hold
26,429
– – 1.62% 23
2021
Q1 		$1.67M Hold
26,429
– – 1.64% 23
2020
Q4 		$1.64M Buy
26,429
+100
+0.4% +$6.15K 1.72% 22
2020
Q3 		$1.59M Sell
26,329
-250
-0.9% -$15K 1.9% 21
2020
Q2 		$1.56M Sell
26,579
-132
-0.5% -$7.89K 2.02% 19
2020
Q1 		$1.49M Buy
26,711
+833
+3% +$50.9K 2.5% 15
2019
Q4 		$1.66M Sell
25,878
-150
-0.6% -$8.59K 2.26% 19
2019
Q3 		$1.32M Sell
26,028
-400
-2% -$18.8K 1.98% 21
2019
Q2 		$1.2M Hold
26,428
– – 1.78% 22
2019
Q1 		$1.26M Sell
26,428
-158
-0.6% -$7.87K 1.92% 21
2018
Q4 		$1.38M Sell
26,586
-800
-3% -$43K 2.43% 18
2018
Q3 		$1.7M Buy
27,386
+43
+0.2% +$2.55K 2.5% 15
2018
Q2 		$1.51M Sell
27,343
-1,600
-6% -$86.4K 2.36% 16
2018
Q1 		$1.83M Sell
28,943
-400
-1% -$25.7K 2.83% 13
2017
Q4 		$1.8M Hold
29,343
– – 2.71% 16
2017
Q3 		$1.87M Hold
29,343
– – 3.09% 11
2017
Q2 		$1.64M Buy
29,343
+100
+0.3% +$5.44K 2.93% 12
2017
Q1 		$1.59M Sell
29,243
-50
-0.2% -$2.74K 2.92% 11
2016
Q4 		$1.71M Hold
29,293
– – 3.36% 6
2016
Q3 		$1.58M Buy
29,293
+9,425
+47% +$605K 3.27% 8
2016
Q2 		$1.46M Buy
19,868
+300
+2% +$21.2K 3.12% 7
2016
Q1 		$1.25M Sell
19,568
-900
-4% -$56.8K 2.77% 11
2015
Q4 		$1.41M Sell
20,468
-150
-0.7% -$9.91K 3.08% 8
2015
Q3 		$1.22M Buy
20,618
+1,800
+10% +$114K 2.83% 7
2015
Q2 		$1.25M Sell
18,818
-150
-0.8% -$9.88K 2.7% 10
2015
Q1 		$1.22M Buy
18,968
+550
+3% +$34.4K 2.64% 10
2014
Q4 		$1.09M Buy
18,418
+125
+0.7% +$7.05K 2.49% 14
2014
Q3 		$936K Hold
18,293
– – 2.33% 19
2014
Q2 		$887K Buy
18,293
+50
+0.3% +$2.46K 2.26% 19
2014
Q1 		$948K Buy
18,243
+150
+0.8% +$7.98K 2.48% 16
2013
Q4 		$962K Buy
18,093
+550
+3% +$28K 2.52% 14
2013
Q3 		$812K Sell
17,543
-51,050
-74% -$2.24M 2.47% 17
2013
Q2 		$3.06M Buy
+68,593
New +$2.98M 3.31% 10

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mount Vernon Associates's BMY Position: Q2 2026 in Review

Mount Vernon Associates reduced its Bristol-Myers Squibb (BMY) stake by 7.8% in Q2 2026, selling an estimated $144K and leaving 29,429 shares worth $1.7M. The position accounts for 1.11% of the portfolio, ranked #27.

Mount Vernon Associates first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.06M in Q2 2013. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Mount Vernon Associates held 29,429 shares of Bristol-Myers Squibb worth $1.7M as of Q2 2026.
  • Mount Vernon Associates sold 2,500 Bristol-Myers Squibb shares in Q2 2026, an estimated $144K.
  • Bristol-Myers Squibb made up 1.11% of Mount Vernon Associates's portfolio in Q2 2026, its #27 holding.
  • Mount Vernon Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's Bristol-Myers Squibb position peaked at $3.06M in Q2 2013.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.