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McDonald Partners’s Bristol-Myers Squibb BMY Stock Holding History

McDonald Partners’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 		$1.63M Sell
28,302
-81,087
-74% -$4.66M 0.4% 75
2026
Q1 		$6.63M Buy
109,389
+83,160
+317% +$4.85M 1.56% 16
2025
Q4 		$1.41M Buy
26,229
+19,406
+284% +$934K 0.45% 65
2025
Q3 		$308K Sell
6,823
-50
-0.7% -$2.33K 0.09% 190
2025
Q2 		$318K Hold
6,873
– – 0.08% 208
2025
Q1 		$419K Sell
6,873
-133
-2% -$7.75K 0.11% 182
2024
Q4 		$396K Sell
7,006
-283
-4% -$15.8K 0.1% 178
2024
Q3 		$377K Sell
7,289
-200
-3% -$9.38K 0.09% 184
2024
Q2 		$311K Sell
7,489
-47
-0.6% -$2.1K 0.08% 202
2024
Q1 		$409K Buy
7,536
+66
+0.9% +$3.36K 0.11% 183
2023
Q4 		$383K Sell
7,470
-175
-2% -$9.19K 0.11% 181
2023
Q3 		$444K Buy
7,645
+1,440
+23% +$88.2K 0.14% 159
2023
Q2 		$397K Sell
6,205
-148
-2% -$9.92K 0.12% 175
2023
Q1 		$440K Sell
6,353
-267
-4% -$18.8K 0.14% 160
2022
Q4 		$476K Buy
6,620
+11
+0.2% +$829 0.16% 145
2022
Q3 		$470K Sell
6,609
-4,100
-38% -$297K 0.18% 143
2022
Q2 		$825K Sell
10,709
-498
-4% -$37.9K 0.21% 129
2022
Q1 		$818K Buy
11,207
+11,167
+27,918% +$750K 0.18% 150
2021
Q4 		$2.49K Sell
40
-10,925
-100% -$641K ﹤0.01% 316
2021
Q3 		$649K Buy
10,965
+699
+7% +$46K 0.15% 162
2021
Q2 		$686K Buy
10,266
+52
+0.5% +$3.39K 0.16% 156
2021
Q1 		$645K Buy
10,214
+40
+0.4% +$2.49K 0.17% 152
2020
Q4 		$631K Buy
+10,174
New +$626K 0.18% 146

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McDonald Partners's BMY Position: Q2 2026 in Review

McDonald Partners reduced its Bristol-Myers Squibb (BMY) stake by 74% in Q2 2026, selling an estimated $4.66M and leaving 28,302 shares worth $1.63M. The position accounts for 0.4% of the portfolio, ranked #75.

McDonald Partners first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.63M in Q1 2026. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • McDonald Partners held 28,302 shares of Bristol-Myers Squibb worth $1.63M as of Q2 2026.
  • McDonald Partners sold 81,087 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.66M.
  • Bristol-Myers Squibb made up 0.4% of McDonald Partners's portfolio in Q2 2026, its #75 holding.
  • McDonald Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Bristol-Myers Squibb position peaked at $6.63M in Q1 2026.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.