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 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 $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

Patrick Mauro Investment Advisor's BMY Position: Q1 2026 in Review

Patrick Mauro Investment Advisor reduced its Bristol-Myers Squibb (BMY) stake by 9.7% in Q1 2026, selling an estimated $308K and leaving 48,960 shares worth $2.97M. The position accounts for 1.49% of the portfolio, ranked #23.

Patrick Mauro Investment Advisor first reported a position in BMY in Q3 2022 and has held it in 11 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Patrick Mauro Investment Advisor held 48,960 shares of Bristol-Myers Squibb worth $2.97M as of Q1 2026.
Patrick Mauro Investment Advisor sold 5,281 Bristol-Myers Squibb shares in Q1 2026, an estimated $308K.
Bristol-Myers Squibb made up 1.49% of Patrick Mauro Investment Advisor's portfolio in Q1 2026, its #23 holding.
Patrick Mauro Investment Advisor first reported a position in Bristol-Myers Squibb in Q3 2022 and has held it in 11 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q1 2026, filed 6 May 2026.