Mackenzie Financial’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$88.9M Buy
1,465,433
+357,312
+32% +$20.8M 0.11% 169
2025
Q4
$60M Sell
1,108,121
-146,350
-12% -$7.04M 0.07% 230
2025
Q3
$56.6M Buy
1,254,471
+128,101
+11% +$5.98M 0.07% 232
2025
Q2
$52.1M Buy
1,126,370
+225,794
+25% +$11.1M 0.07% 223
2025
Q1
$54.9M Buy
900,576
+314,810
+54% +$18.3M 0.08% 203
2024
Q4
$33.1M Buy
585,766
+267,843
+84% +$15M 0.05% 268
2024
Q3
$16.4M Sell
317,923
-187,731
-37% -$8.81M 0.02% 373
2024
Q2
$21M Sell
505,654
-77,522
-13% -$3.47M 0.03% 329
2024
Q1
$31.6M Sell
583,176
-28,538
-5% -$1.45M 0.05% 275
2023
Q4
$31.4M Buy
611,714
+168,135
+38% +$8.83M 0.05% 265
2023
Q3
$25.4M Sell
443,579
-32,094
-7% -$1.97M 0.04% 283
2023
Q2
$30.6M Sell
475,673
-210,116
-31% -$14.1M 0.05% 264
2023
Q1
$47.5M Buy
685,789
+22,421
+3% +$1.58M 0.07% 231
2022
Q4
$47.7M Sell
663,368
-38,250
-5% -$2.88M 0.08% 210
2022
Q3
$49.9M Buy
701,618
+44,558
+7% +$3.23M 0.09% 204
2022
Q2
$50.6M Buy
657,060
+318,497
+94% +$24.3M 0.08% 209
2022
Q1
$24.7M Buy
338,563
+68,018
+25% +$4.57M 0.03% 319
2021
Q4
$16.9M Sell
270,545
-55,758
-17% -$3.27M 0.02% 394
2021
Q3
$19.3M Buy
326,303
+44,067
+16% +$2.9M 0.03% 353
2021
Q2
$18.9M Buy
282,236
+24,998
+10% +$1.63M 0.03% 348
2021
Q1
$16.2M Buy
257,238
+67,916
+36% +$4.23M 0.02% 347
2020
Q4
$11.7M Sell
189,322
-2,084
-1% -$128K 0.03% 324
2020
Q3
$11.5M Sell
191,406
-144
-0.1% -$8.67K 0.03% 286
2020
Q2
$11.3M Sell
191,550
-61,176
-24% -$3.66M 0.03% 285
2020
Q1
$14.1M Buy
252,726
+148,977
+144% +$9.11M 0.05% 240
2019
Q4
$6.66M Sell
103,749
-156,928
-60% -$8.99M 0.02% 391
2019
Q3
$13.2M Sell
260,677
-1,186
-0.5% -$55.7K 0.03% 289
2019
Q2
$11.9M Buy
261,863
+31,096
+13% +$1.45M 0.03% 290
2019
Q1
$11M Buy
230,767
+3,910
+2% +$195K 0.03% 357
2018
Q4
$11.8M Buy
226,857
+103,988
+85% +$5.59M 0.03% 332
2018
Q3
$7.63M Buy
122,869
+23,543
+24% +$1.4M 0.02% 395
2018
Q2
$5.5M Buy
99,326
+17,214
+21% +$930K 0.01% 434
2018
Q1
$5.19M Buy
82,112
+58,098
+242% +$3.74M 0.01% 431
2017
Q4
$1.47M Sell
24,014
-75,041
-76% -$4.69M ﹤0.01% 565
2017
Q3
$6.31M Buy
99,055
+12,980
+15% +$758K 0.03% 309
2017
Q2
$4.8M Buy
86,075
+40,630
+89% +$2.21M 0.03% 317
2017
Q1
$2.47M Sell
45,445
-5,698
-11% -$313K 0.01% 378
2016
Q4
$2.99M Buy
+51,143
New +$2.8M 0.02% 337
2016
Q3
Sell
-186,335
Closed -$13.7M 677
2016
Q2
$13.7M Sell
186,335
-53,980
-22% -$3.81M 0.08% 222
2016
Q1
$15.4M Sell
240,315
-32,850
-12% -$2.07M 0.14% 167
2015
Q4
$18.8M Buy
273,165
+5,928
+2% +$392K 0.12% 173
2015
Q3
$15.8M Sell
267,237
-30,330
-10% -$1.92M 0.1% 200
2015
Q2
$19.8M Sell
297,567
-2,160
-0.7% -$142K 0.11% 189
2015
Q1
$19.3M Sell
299,727
-13,636
-4% -$854K 0.1% 191
2014
Q4
$18.5M Sell
313,363
-306,294
-49% -$17.3M 0.09% 180
2014
Q3
$31.7M Buy
619,657
+326,370
+111% +$16.3M 0.16% 128
2014
Q2
$14.2M Buy
293,287
+5,580
+2% +$275K 0.07% 232
2014
Q1
$14.9M Buy
287,707
+4,853
+2% +$258K 0.07% 213
2013
Q4
$15M Sell
282,854
-6,100
-2% -$311K 0.08% 211
2013
Q3
$13.4M Buy
288,954
+81,140
+39% +$3.56M 0.07% 221
2013
Q2
$9.29M Buy
+207,814
New +$9.02M 0.04% 262

Other funds holding BMY

Mackenzie Financial's BMY Position: Q1 2026 in Review

Mackenzie Financial increased its Bristol-Myers Squibb (BMY) stake by 32% in Q1 2026, buying an estimated $20.8M and bringing the position to 1,465,433 shares worth $88.9M. The position accounts for 0.11% of the portfolio, ranked #169.

Mackenzie Financial first reported a position in BMY in Q2 2013 and has held it in 51 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Mackenzie Financial held 1,465,433 shares of Bristol-Myers Squibb worth $88.9M as of Q1 2026.
  • Mackenzie Financial bought 357,312 Bristol-Myers Squibb shares in Q1 2026, an estimated $20.8M.
  • Bristol-Myers Squibb made up 0.11% of Mackenzie Financial's portfolio in Q1 2026, its #169 holding.
  • Mackenzie Financial first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 51 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.