Old Point Trust & Financial Services N A’s Bristol-Myers Squibb BMY Stock Holding History

Old Point Trust & Financial Services N A’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	$976K	Sell	16,091 -1,860	-10%	-$108K	0.31%	70
2025 Q4	$968K	Buy	17,951 +600	+3%	+$28.9K	0.3%	71
2025 Q3	$783K	Buy	17,351 +1,050	+6%	+$49K	0.25%	81
2025 Q2	$755K	Buy	16,301 +1,440	+10%	+$70.7K	0.26%	74
2025 Q1	$906K	Sell	14,861 -1,300	-8%	-$75.8K	0.32%	63
2024 Q4	$914K	Sell	16,161 -200	-1%	-$11.2K	0.32%	65
2024 Q3	$847K	Buy	16,361 +2,380	+17%	+$112K	0.3%	64
2024 Q2	$581K	Buy	13,981 +1,770	+14%	+$79.2K	0.23%	72
2024 Q1	$662K	Buy	12,211 +6,680	+121%	+$340K	0.24%	66
2023 Q4	$284K	Buy	+5,531	New	+$290K	0.11%	88
2023 Q3	–	Sell	-1,086	Closed	-$69.5K	–	108
2023 Q2	$69.5K	Buy	+1,086	New	+$72.8K	0.03%	114
2018 Q4	–	Sell	-3,776	Closed	-$234K	–	69
2018 Q3	$234K	Hold	3,776	–	–	0.12%	66
2018 Q2	$209K	Hold	3,776	–	–	0.11%	68
2018 Q1	$239K	Sell	3,776 -700	-16%	-$45K	0.14%	65
2017 Q4	$274K	Hold	4,476	–	–	0.15%	66
2017 Q3	$285K	Hold	4,476	–	–	0.16%	67
2017 Q2	$249K	Sell	4,476 -2,000	-31%	-$109K	0.14%	68
2017 Q1	$353K	Hold	6,476	–	–	0.2%	63
2016 Q4	$378K	Buy	6,476 +540	+9%	+$29.5K	0.23%	59
2016 Q3	$320K	Hold	5,936	–	–	0.2%	59
2016 Q2	$437K	Buy	5,936 +250	+4%	+$17.7K	0.27%	56
2016 Q1	$363K	Hold	5,686	–	–	0.23%	60
2015 Q4	$391K	Hold	5,686	–	–	0.25%	60
2015 Q3	$337K	Hold	5,686	–	–	0.24%	61
2015 Q2	$379K	Buy	+5,686	New	+$375K	0.25%	60
2015 Q1	–	Sell	-4,858	Closed	-$287K	–	74
2014 Q4	$287K	Hold	4,858	–	–	0.17%	68
2014 Q3	$249K	Sell	4,858 -120	-2%	-$5.99K	0.15%	72
2014 Q2	$241K	Hold	4,978	–	–	0.14%	70
2014 Q1	$258K	Sell	4,978 -2	-0%	-$106	0.16%	68
2013 Q4	$264K	Sell	4,980 -400	-7%	-$20.4K	0.17%	67
2013 Q3	$249K	Hold	5,380	–	–	0.17%	67
2013 Q2	$240K	Buy	+5,380	New	+$234K	0.17%	68

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Point Trust & Financial Services N A's BMY Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $108K and leaving 16,091 shares worth $976K. The position accounts for 0.31% of the portfolio, ranked #70.

Old Point Trust & Financial Services N A first reported a position in BMY in Q2 2013 and has held it in 32 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Old Point Trust & Financial Services N A held 16,091 shares of Bristol-Myers Squibb worth $976K as of Q1 2026.
Old Point Trust & Financial Services N A sold 1,860 Bristol-Myers Squibb shares in Q1 2026, an estimated $108K.
Bristol-Myers Squibb made up 0.31% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #70 holding.
Old Point Trust & Financial Services N A first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 32 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.