Buffington Mohr McNeal’s Bristol-Myers Squibb BMY Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$204K	Sell	3,339 -895	-21%	-$52.2K	0.04%	109
2024 Q4	$239K	Buy	+4,234	New	+$237K	0.04%	123
2019 Q2	–	Sell	-240	Closed	-$11K	–	139
2019 Q1	$11K	Buy	+240	New	+$12K	﹤0.01%	263

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Buffington Mohr McNeal's BMY Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q1 2025, selling an estimated $52.2K and leaving 3,339 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #109.

Buffington Mohr McNeal first reported a position in BMY in Q1 2019 and has held it in 3 quarters since. The position peaked at $239K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold BMY as of Q1 2025.

Buffington Mohr McNeal held 3,339 shares of Bristol-Myers Squibb worth $204K as of Q1 2025.
Buffington Mohr McNeal sold 895 Bristol-Myers Squibb shares in Q1 2025, an estimated $52.2K.
Bristol-Myers Squibb made up 0.04% of Buffington Mohr McNeal's portfolio in Q1 2025, its #109 holding.
Buffington Mohr McNeal first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 3 quarters since.
Buffington Mohr McNeal's Bristol-Myers Squibb position peaked at $239K in Q4 2024.
2,478 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.