McDaniel Terry & Co’s Bristol-Myers Squibb BMY Stock Holding History

McDaniel Terry & Co’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	$433K	Sell	7,519 -800	-10%	-$45.9K	0.03%	63
2026 Q1	$505K	Hold	8,319	–	–	0.04%	64
2025 Q4	$449K	Sell	8,319 -250	-3%	-$12K	0.04%	61
2025 Q3	$386K	Buy	8,569 +19	+0.2%	+$887	0.03%	76
2025 Q2	$396K	Sell	8,550 -170	-2%	-$8.35K	0.03%	73
2025 Q1	$532K	Hold	8,720	–	–	0.05%	64
2024 Q4	$493K	Hold	8,720	–	–	0.04%	67
2024 Q3	$451K	Hold	8,720	–	–	0.04%	67
2024 Q2	$362K	Sell	8,720 -98	-1%	-$4.38K	0.03%	74
2024 Q1	$478K	Buy	8,818 +268	+3%	+$13.7K	0.04%	72
2023 Q4	$439K	Sell	8,550 -365	-4%	-$19.2K	0.04%	65
2023 Q3	$517K	Buy	8,915 +2,000	+29%	+$123K	0.05%	61
2023 Q2	$442K	Buy	6,915 +300	+5%	+$20.1K	0.05%	64
2023 Q1	$458K	Hold	6,615	–	–	0.05%	62
2022 Q4	$476K	Hold	6,615	–	–	0.06%	56
2022 Q3	$470K	Hold	6,615	–	–	0.06%	56
2022 Q2	$509K	Buy	+6,615	New	+$504K	0.06%	54
2019 Q2	–	Sell	-6,003	Closed	-$286K	–	65
2019 Q1	$286K	Buy	6,003 +553	+10%	+$27.5K	0.05%	53
2018 Q4	$283K	Hold	5,450	–	–	0.05%	49
2018 Q3	$338K	Hold	5,450	–	–	0.06%	54
2018 Q2	$302K	Hold	5,450	–	–	0.06%	51
2018 Q1	$345K	Hold	5,450	–	–	0.06%	46
2017 Q4	$334K	Hold	5,450	–	–	0.06%	46
2017 Q3	$347K	Hold	5,450	–	–	0.07%	45
2017 Q2	$304K	Hold	5,450	–	–	0.06%	48
2017 Q1	$296K	Sell	5,450 -500	-8%	-$27.4K	0.06%	51
2016 Q4	$348K	Buy	5,950 +500	+9%	+$27.3K	0.07%	47
2016 Q3	$294K	Sell	5,450 -2,910	-35%	-$187K	0.06%	50
2016 Q2	$615K	Buy	+8,360	New	+$591K	0.14%	38

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

McDaniel Terry & Co's BMY Position: Q2 2026 in Review

McDaniel Terry & Co reduced its Bristol-Myers Squibb (BMY) stake by 9.6% in Q2 2026, selling an estimated $45.9K and leaving 7,519 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #63.

McDaniel Terry & Co first reported a position in BMY in Q2 2016 and has held it in 29 quarters since. The position peaked at $615K in Q2 2016. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

McDaniel Terry & Co held 7,519 shares of Bristol-Myers Squibb worth $433K as of Q2 2026.
McDaniel Terry & Co sold 800 Bristol-Myers Squibb shares in Q2 2026, an estimated $45.9K.
Bristol-Myers Squibb made up 0.03% of McDaniel Terry & Co's portfolio in Q2 2026, its #63 holding.
McDaniel Terry & Co first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 29 quarters since.
McDaniel Terry & Co's Bristol-Myers Squibb position peaked at $615K in Q2 2016.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.