Patrick Mauro Investment Advisor’s Bristol-Myers Squibb BMY Stock Holding History

Patrick Mauro Investment Advisor’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	$2.74M	Sell	47,612 -1,348	-3%	-$77.4K	1.38%	26
2026 Q1	$2.97M	Sell	48,960 -5,281	-10%	-$308K	1.49%	23
2025 Q4	$2.93M	Sell	54,241 -1,884	-3%	-$90.6K	1.53%	23
2025 Q3	$2.53M	Buy	+56,125	New	+$2.62M	1.33%	28
2024 Q3	–	Sell	-12,051	Closed	-$500K	–	44
2024 Q2	$500K	Sell	12,051 -15,016	-55%	-$672K	0.29%	40
2024 Q1	$1.47M	Buy	27,067 +19,007	+236%	+$968K	0.83%	31
2023 Q4	$414K	Sell	8,060 -22,050	-73%	-$1.16M	0.25%	38
2023 Q3	$1.75M	Buy	30,110 +1,074	+4%	+$65.8K	1.13%	29
2023 Q2	$1.86M	Buy	29,036 +22,888	+372%	+$1.53M	1.14%	29
2023 Q1	$426K	Sell	6,148 -338	-5%	-$23.8K	0.27%	37
2022 Q4	$467K	Sell	6,486 -1,547	-19%	-$117K	0.3%	39
2022 Q3	$571K	Buy	+8,033	New	+$583K	0.41%	39

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 $3.38T AUM 44.17% 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

Patrick Mauro Investment Advisor's BMY Position: Q2 2026 in Review

Patrick Mauro Investment Advisor reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, selling an estimated $77.4K and leaving 47,612 shares worth $2.74M. The position accounts for 1.38% of the portfolio, ranked #26.

Patrick Mauro Investment Advisor first reported a position in BMY in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.97M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Patrick Mauro Investment Advisor held 47,612 shares of Bristol-Myers Squibb worth $2.74M as of Q2 2026.
Patrick Mauro Investment Advisor sold 1,348 Bristol-Myers Squibb shares in Q2 2026, an estimated $77.4K.
Bristol-Myers Squibb made up 1.38% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #26 holding.
Patrick Mauro Investment Advisor first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 12 quarters since.
Patrick Mauro Investment Advisor's Bristol-Myers Squibb position peaked at $2.97M in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.