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 Q2	$1.31M	Sell	22,755 -73	-0.3%	-$4.19K	0.37%	70
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 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 Investment Management's BMY Position: Q2 2026 in Review

MTM Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 0.32% in Q2 2026, selling an estimated $4.19K and leaving 22,755 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #70.

MTM Investment Management first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q2 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MTM Investment Management held 22,755 shares of Bristol-Myers Squibb worth $1.31M as of Q2 2026.
MTM Investment Management sold 73 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.19K.
Bristol-Myers Squibb made up 0.37% of MTM Investment Management's portfolio in Q2 2026, its #70 holding.
MTM Investment Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's Bristol-Myers Squibb position peaked at $2.34M in Q2 2022.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.