ML
BMY icon

McAdam LLC’s Bristol-Myers Squibb BMY Stock Holding History

McAdam LLC’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 		$294K Sell
4,853
-1,037
-18% -$60.5K 0.01% 349
2025
Q4 		$318K Sell
5,890
-83
-1% -$3.99K 0.01% 322
2025
Q3 		$269K Buy
5,973
+372
+7% +$17.4K 0.01% 327
2025
Q2 		$259K Buy
5,601
+63
+1% +$3.09K 0.01% 319
2025
Q1 		$338K Sell
5,538
-4,103
-43% -$239K 0.02% 245
2024
Q4 		$545K Buy
9,641
+4,426
+85% +$247K 0.03% 195
2024
Q3 		$270K Buy
+5,215
New +$245K 0.02% 278
2024
Q2 		– Sell
-4,722
Closed -$256K – 325
2024
Q1 		$256K Sell
4,722
-169
-3% -$8.61K 0.02% 252
2023
Q4 		$251K Sell
4,891
-325
-6% -$17.1K 0.02% 235
2023
Q3 		$303K Buy
5,216
+173
+3% +$10.6K 0.02% 201
2023
Q2 		$322K Buy
5,043
+19
+0.4% +$1.27K 0.03% 198
2023
Q1 		$348K Sell
5,024
-2,011
-29% -$142K 0.03% 181
2022
Q4 		$439K Buy
7,035
+622
+10% +$46.9K 0.04% 112
2022
Q3 		$456K Sell
6,413
-348
-5% -$25.2K 0.05% 133
2022
Q2 		$521K Sell
6,761
-237
-3% -$18.1K 0.06% 132
2022
Q1 		$511K Sell
6,998
-37
-0.5% -$2.48K 0.05% 108
2021
Q4 		$439K Buy
7,035
+136
+2% +$7.98K 0.04% 112
2021
Q3 		$408K Sell
6,899
-16
-0.2% -$1.05K 0.05% 110
2021
Q2 		$471K Buy
6,915
+263
+4% +$17.1K 0.05% 101
2021
Q1 		$420K Buy
6,652
+666
+11% +$41.4K 0.06% 98
2020
Q4 		$389K Buy
5,986
+603
+11% +$37.1K 0.06% 101
2020
Q3 		$325K Sell
5,383
-69
-1% -$4.15K 0.06% 88
2020
Q2 		$321K Buy
5,452
+71
+1% +$4.25K 0.07% 81
2020
Q1 		$300K Buy
5,381
+1
+0% +$61 0.08% 70
2019
Q4 		$345K Buy
+5,380
New +$308K 0.08% 57
2018
Q4 		– Sell
-364
Closed -$23K – 123
2018
Q3 		$23K Buy
364
+1
+0.3% +$59 0.01% 237
2018
Q2 		$20K Buy
363
+50
+16% +$2.7K 0.01% 241
2018
Q1 		$20K Buy
+313
New +$20.1K 0.01% 240

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

McAdam LLC's BMY Position: Q1 2026 in Review

McAdam LLC reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q1 2026, selling an estimated $60.5K and leaving 4,853 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #349.

McAdam LLC first reported a position in BMY in Q1 2018 and has held it in 28 quarters since. The position peaked at $545K in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • McAdam LLC held 4,853 shares of Bristol-Myers Squibb worth $294K as of Q1 2026.
  • McAdam LLC sold 1,037 Bristol-Myers Squibb shares in Q1 2026, an estimated $60.5K.
  • Bristol-Myers Squibb made up 0.01% of McAdam LLC's portfolio in Q1 2026, its #349 holding.
  • McAdam LLC first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 28 quarters since.
  • McAdam LLC's Bristol-Myers Squibb position peaked at $545K in Q4 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.