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Madden Securities’s Bristol-Myers Squibb BMY Stock Holding History

Madden Securities’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 		$1.4M Hold
23,005
– – 0.42% 58
2025
Q4 		$1.24M Sell
23,005
-1,719
-7% -$82.7K 0.38% 59
2025
Q3 		$1.12M Sell
24,724
-23,426
-49% -$1.09M 0.34% 60
2025
Q2 		$2.23M Buy
48,150
+38,470
+397% +$1.89M 0.75% 35
2025
Q1 		$590K Buy
9,680
+105
+1% +$6.12K 0.23% 77
2024
Q4 		$542K Hold
9,575
– – 0.22% 79
2024
Q3 		$495K Buy
9,575
+1,000
+12% +$46.9K 0.21% 77
2024
Q2 		$356K Buy
+8,575
New +$384K 0.16% 82
2023
Q3 		– Sell
-3,250
Closed -$208K – 86
2023
Q2 		$208K Sell
3,250
-8,095
-71% -$543K 0.11% 85
2023
Q1 		$786K Hold
11,345
– – 0.42% 51
2022
Q4 		$816K Sell
11,345
-110
-1% -$8.29K 0.43% 50
2022
Q3 		$814K Hold
11,455
– – 0.49% 46
2022
Q2 		$882K Hold
11,455
– – 0.48% 50
2022
Q1 		$837K Hold
11,455
– – 0.38% 57
2021
Q4 		$714K Hold
11,455
– – 0.33% 64
2021
Q3 		$678K Hold
11,455
– – 0.37% 63
2021
Q2 		$765K Buy
11,455
+100
+0.9% +$6.52K 0.4% 65
2021
Q1 		$717K Sell
11,355
-125
-1% -$7.78K 0.42% 68
2020
Q4 		$712K Sell
11,480
-1,010
-8% -$62.1K 0.46% 65
2020
Q3 		$753K Sell
12,490
-200
-2% -$12K 0.56% 54
2020
Q2 		$746K Buy
+12,690
New +$759K 0.66% 48
2019
Q4 		$1.64M Buy
+25,524
New +$1.46M 1.64% 12

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

Madden Securities's BMY Position: Q1 2026 in Review

Madden Securities held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 23,005 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #58.

Madden Securities first reported a position in BMY in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.23M in Q2 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Madden Securities held 23,005 shares of Bristol-Myers Squibb worth $1.4M as of Q1 2026.
  • Madden Securities left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.42% of Madden Securities's portfolio in Q1 2026, its #58 holding.
  • Madden Securities first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 22 quarters since.
  • Madden Securities's Bristol-Myers Squibb position peaked at $2.23M in Q2 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.