MTM Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

MTM Financial 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 Q2	$311K	Hold	5,390	–	–	0.13%	73
2026 Q1	$327K	Hold	5,390	–	–	0.15%	68
2025 Q4	$291K	Hold	5,390	–	–	0.14%	70
2025 Q3	$243K	Sell	5,390 -1,039	-16%	-$48.5K	0.12%	76
2025 Q2	$298K	Hold	6,429	–	–	0.16%	63
2025 Q1	$392K	Sell	6,429 -502	-7%	-$29.3K	0.23%	56
2024 Q4	$392K	Hold	6,931	–	–	0.23%	54
2024 Q3	$359K	Sell	6,931 -892	-11%	-$41.8K	0.22%	54
2024 Q2	$325K	Hold	7,823	–	–	0.21%	53
2024 Q1	$424K	Hold	7,823	–	–	0.28%	42
2023 Q4	$401K	Hold	7,823	–	–	0.29%	37
2023 Q3	$454K	Hold	7,823	–	–	0.38%	32
2023 Q2	$500K	Hold	7,823	–	–	0.42%	30
2023 Q1	$542K	Hold	7,823	–	–	0.48%	26
2022 Q4	$563K	Hold	7,823	–	–	0.49%	28
2022 Q3	$556K	Hold	7,823	–	–	0.5%	29
2022 Q2	$602K	Hold	7,823	–	–	0.53%	30
2022 Q1	$571K	Buy	+7,823	New	+$525K	0.6%	28

Other funds holding BMY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MTM Financial Group's BMY Position: Q2 2026 in Review

MTM Financial Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 5,390 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #73.

MTM Financial Group first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. The position peaked at $602K in Q2 2022. 2,501 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MTM Financial Group held 5,390 shares of Bristol-Myers Squibb worth $311K as of Q2 2026.
MTM Financial Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.13% of MTM Financial Group's portfolio in Q2 2026, its #73 holding.
MTM Financial Group first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
MTM Financial Group's Bristol-Myers Squibb position peaked at $602K in Q2 2022.
2,501 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.