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MTM Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

MTM Investment Management’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 		$1.38M Buy
22,828
+2
+0% +$117 0.44% 62
2025
Q4 		$1.23M Sell
22,826
-72
-0.3% -$3.46K 0.39% 66
2025
Q3 		$1.03M Sell
22,898
-1,343
-6% -$62.7K 0.33% 82
2025
Q2 		$1.12M Buy
24,241
+3
+0% +$147 0.38% 67
2025
Q1 		$1.44M Buy
24,238
+2
+0% +$117 0.56% 46
2024
Q4 		$1.37M Sell
24,236
-1,023
-4% -$57.2K 0.53% 51
2024
Q3 		$1.36M Sell
25,259
-46
-0.2% -$2.16K 0.53% 53
2024
Q2 		$1.05M Sell
25,305
-3,105
-11% -$139K 0.43% 66
2024
Q1 		$1.54M Sell
28,410
-149
-0.5% -$7.59K 0.64% 45
2023
Q4 		$1.47M Sell
28,559
-599
-2% -$31.4K 0.67% 43
2023
Q3 		$1.69M Buy
29,158
+1
+0% +$61 0.85% 31
2023
Q2 		$1.86M Buy
29,157
+1
+0% +$67 0.91% 28
2023
Q1 		$2.02M Hold
29,156
– – 1.04% 23
2022
Q4 		$2.1M Sell
29,156
-1,306
-4% -$98.5K 1.09% 22
2022
Q3 		$2.17M Buy
30,462
+1
+0% +$73 1.23% 20
2022
Q2 		$2.34M Hold
30,461
– – 1.26% 19
2022
Q1 		$2.23M Sell
30,461
-161
-0.5% -$10.8K 1.08% 24
2021
Q4 		$1.91M Sell
30,622
-670
-2% -$39.3K 0.91% 30
2021
Q3 		$1.85M Sell
31,292
-2,440
-7% -$161K 1.01% 26
2021
Q2 		$2.25M Buy
33,732
+3,041
+10% +$198K 1.18% 21
2021
Q1 		$1.94M Buy
30,691
+2,551
+9% +$159K 1.09% 25
2020
Q4 		$1.75M Buy
+28,140
New +$1.73M 1.08% 24

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

MTM Investment Management's BMY Position: Q1 2026 in Review

MTM Investment Management increased its Bristol-Myers Squibb (BMY) stake by 0.01% in Q1 2026, buying an estimated $117 and bringing the position to 22,828 shares worth $1.38M. The position accounts for 0.44% of the portfolio, ranked #62.

MTM Investment Management first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.34M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • MTM Investment Management held 22,828 shares of Bristol-Myers Squibb worth $1.38M as of Q1 2026.
  • MTM Investment Management bought 2 Bristol-Myers Squibb shares in Q1 2026, an estimated $117.
  • Bristol-Myers Squibb made up 0.44% of MTM Investment Management's portfolio in Q1 2026, its #62 holding.
  • MTM Investment Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • MTM Investment Management's Bristol-Myers Squibb position peaked at $2.34M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.