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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
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
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

McDaniel Terry & Co's BMY Position: Q1 2026 in Review

McDaniel Terry & Co held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 8,319 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #64.

McDaniel Terry & Co first reported a position in BMY in Q2 2016 and has held it in 28 quarters since. The position peaked at $615K in Q2 2016. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • McDaniel Terry & Co held 8,319 shares of Bristol-Myers Squibb worth $505K as of Q1 2026.
  • McDaniel Terry & Co left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.04% of McDaniel Terry & Co's portfolio in Q1 2026, its #64 holding.
  • McDaniel Terry & Co first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 28 quarters since.
  • McDaniel Terry & Co's Bristol-Myers Squibb position peaked at $615K in Q2 2016.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.