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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donoghue Forlines's BMY Position: Q1 2026 in Review

Donoghue Forlines increased its Bristol-Myers Squibb (BMY) stake by 187% in Q1 2026, buying an estimated $3.17M and bringing the position to 83,403 shares worth $5.06M. The position accounts for 1.4% of the portfolio, ranked #6.

Donoghue Forlines first reported a position in BMY in Q2 2019 and has held it in 27 quarters since. The position peaked at $6.51M in Q2 2019. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Donoghue Forlines held 83,403 shares of Bristol-Myers Squibb worth $5.06M as of Q1 2026.
  • Donoghue Forlines bought 54,380 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.17M.
  • Bristol-Myers Squibb made up 1.4% of Donoghue Forlines's portfolio in Q1 2026, its #6 holding.
  • Donoghue Forlines first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 27 quarters since.
  • Donoghue Forlines's Bristol-Myers Squibb position peaked at $6.51M in Q2 2019.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.