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 Q2	–	Sell	-3,712	Closed	-$225K	–	350
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 $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

Madison Asset Management's BMY Position: Q2 2026 in Review

Madison Asset Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,712 shares — an estimated $225K sold.

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

Madison Asset Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Madison Asset Management sold 3,712 Bristol-Myers Squibb shares in Q2 2026, an estimated $225K.
Madison Asset Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 24 quarters.
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 Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.