Donoghue Forlines’s Bristol-Myers Squibb BMY Stock Holding History

Donoghue Forlines’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	$1.79M	Sell	31,116 -52,287	-63%	-$3M	0.46%	73
2026 Q1	$5.06M	Buy	83,403 +54,380	+187%	+$3.17M	1.4%	6
2025 Q4	$1.57M	Sell	29,023 -2,516	-8%	-$121K	0.48%	62
2025 Q3	$1.42M	Buy	31,539 +2,162	+7%	+$101K	0.44%	97
2025 Q2	$1.36M	Buy	29,377 +5,049	+21%	+$248K	0.39%	101
2025 Q1	$1.48M	Sell	24,328 -3,473	-12%	-$202K	0.47%	80
2024 Q4	$1.57M	Buy	27,801 +10,106	+57%	+$565K	0.53%	58
2024 Q3	$916K	Buy	17,695 +949	+6%	+$44.5K	0.26%	120
2024 Q2	$695K	Buy	16,746 +2,262	+16%	+$101K	0.2%	107
2024 Q1	$785K	Buy	14,484 +3,892	+37%	+$198K	0.22%	97
2023 Q4	$543K	Sell	10,592 -11,474	-52%	-$602K	0.17%	155
2023 Q3	$1.28M	Buy	22,066 +6,071	+38%	+$372K	0.46%	60
2023 Q2	$1.02M	Buy	15,995 +3,256	+26%	+$218K	0.32%	78
2023 Q1	$883K	Sell	12,739 -22,421	-64%	-$1.58M	0.32%	90
2022 Q4	$2.53M	Buy	35,160 +20,143	+134%	+$1.52M	0.89%	17
2022 Q3	$1.07M	Sell	15,017 -22,638	-60%	-$1.64M	0.39%	30
2022 Q2	$2.9M	Sell	37,655 -7,548	-17%	-$575K	0.76%	18
2022 Q1	$3.3M	Buy	45,203 +21,557	+91%	+$1.45M	0.72%	20
2021 Q4	$1.47M	Sell	23,646 -17,093	-42%	-$1M	0.25%	86
2021 Q3	$2.41M	Sell	40,739 -683	-2%	-$45K	0.47%	45
2021 Q2	$2.77M	Sell	41,422 -340	-0.8%	-$22.2K	0.52%	44
2021 Q1	$2.64M	Buy	41,762 +18,198	+77%	+$1.13M	0.51%	40
2020 Q4	$1.46M	Buy	23,564 +3,467	+17%	+$213K	0.28%	89
2020 Q3	$1.21M	Buy	+20,097	New	+$1.21M	0.33%	78
2020 Q2	–	Sell	-13,414	Closed	-$748K	–	65
2020 Q1	$748K	Sell	13,414 -37,944	-74%	-$2.32M	0.17%	29
2019 Q4	$3.3M	Sell	51,358 -37,345	-42%	-$2.14M	0.51%	53
2019 Q3	$4.5M	Sell	88,703 -54,870	-38%	-$2.58M	0.64%	30
2019 Q2	$6.51M	Buy	+143,573	New	+$6.69M	0.76%	50

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

Donoghue Forlines's BMY Position: Q2 2026 in Review

Donoghue Forlines reduced its Bristol-Myers Squibb (BMY) stake by 63% in Q2 2026, selling an estimated $3M and leaving 31,116 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #73.

Donoghue Forlines first reported a position in BMY in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.51M in Q2 2019. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Donoghue Forlines held 31,116 shares of Bristol-Myers Squibb worth $1.79M as of Q2 2026.
Donoghue Forlines sold 52,287 Bristol-Myers Squibb shares in Q2 2026, an estimated $3M.
Bristol-Myers Squibb made up 0.46% of Donoghue Forlines's portfolio in Q2 2026, its #73 holding.
Donoghue Forlines first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 28 quarters since.
Donoghue Forlines's Bristol-Myers Squibb position peaked at $6.51M in Q2 2019.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.