McAdam LLC’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
Q2 | $369K | Buy |
6,403
+1,550
| +32% | +$89K | 0.01% | 334 |
|
|
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
McAdam LLC's BMY Position: Q2 2026 in Review
McAdam LLC increased its Bristol-Myers Squibb (BMY) stake by 32% in Q2 2026, buying an estimated $89K and bringing the position to 6,403 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #334.
McAdam LLC first reported a position in BMY in Q1 2018 and has held it in 29 quarters since. The position peaked at $545K in Q4 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- McAdam LLC held 6,403 shares of Bristol-Myers Squibb worth $369K as of Q2 2026.
- McAdam LLC bought 1,550 Bristol-Myers Squibb shares in Q2 2026, an estimated $89K.
- Bristol-Myers Squibb made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #334 holding.
- McAdam LLC first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 29 quarters since.
- McAdam LLC's Bristol-Myers Squibb position peaked at $545K in Q4 2024.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.