Madison Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Madison Asset Management’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	$225K	Hold	3,712	–	–	﹤0.01%	344
2025 Q4	$200K	Buy	+3,712	New	+$179K	﹤0.01%	342
2025 Q2	–	Sell	-3,768	Closed	-$230K	–	343
2025 Q1	$230K	Hold	3,768	–	–	﹤0.01%	335
2024 Q4	$213K	Sell	3,768 -300	-7%	-$16.8K	﹤0.01%	334
2024 Q3	$210K	Sell	4,068 -904	-18%	-$42.4K	﹤0.01%	326
2024 Q2	$206K	Sell	4,972 -428,994	-99%	-$19.2M	﹤0.01%	325
2024 Q1	$23.5M	Buy	433,966 +127,731	+42%	+$6.51M	0.29%	90
2023 Q4	$15.7M	Sell	306,235 -58,824	-16%	-$3.09M	0.21%	113
2023 Q3	$21.2M	Sell	365,059 -172,684	-32%	-$10.6M	0.31%	94
2023 Q2	$34.4M	Sell	537,743 -27,597	-5%	-$1.85M	0.5%	69
2023 Q1	$39.2M	Sell	565,340 -21,554	-4%	-$1.52M	0.6%	58
2022 Q4	$42.2M	Sell	586,894 -139,040	-19%	-$10.5M	0.66%	50
2022 Q3	$51.6M	Sell	725,934 -152,360	-17%	-$11.1M	0.87%	37
2022 Q2	$67.6M	Buy	878,294 +65,284	+8%	+$4.97M	1.06%	24
2022 Q1	$59.4M	Sell	813,010 -2,532	-0.3%	-$170K	0.85%	39
2021 Q4	$50.8M	Sell	815,542 -34,568	-4%	-$2.03M	0.67%	55
2021 Q3	$50.3M	Buy	850,110 +153,237	+22%	+$10.1M	0.69%	56
2021 Q2	$46.6M	Sell	696,873 -20,296	-3%	-$1.32M	0.63%	56
2021 Q1	$45.3M	Sell	717,169 -21,502	-3%	-$1.34M	0.63%	61
2020 Q4	$45.8M	Buy	738,671 +7,227	+1%	+$444K	0.67%	54
2020 Q3	$44.1M	Sell	731,444 -4,971	-0.7%	-$299K	0.74%	54
2020 Q2	$43.3M	Sell	736,415 -6,948	-0.9%	-$416K	0.76%	48
2020 Q1	$41.4M	Buy	743,363 +130,791	+21%	+$7.99M	0.85%	42
2019 Q4	$39.3M	Buy	+612,572	New	+$35.1M	0.6%	58

Other funds holding BMY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Madison Asset Management's BMY Position: Q1 2026 in Review

Madison Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 3,712 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Madison Asset Management first reported a position in BMY in Q4 2019 and has held it in 24 quarters since. The position peaked at $67.6M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Madison Asset Management held 3,712 shares of Bristol-Myers Squibb worth $225K as of Q1 2026.
Madison Asset Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of Madison Asset Management's portfolio in Q1 2026, its #344 holding.
Madison Asset Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 24 quarters since.
Madison Asset Management's Bristol-Myers Squibb position peaked at $67.6M in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.