McElhenny Sheffield Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

McElhenny Sheffield Capital Management’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	$225K	Buy	3,904 +468	+14%	+$26.9K	0.06%	95
2026 Q1	$208K	Buy	+3,436	New	+$200K	0.05%	93
2023 Q2	–	Sell	-3,166	Closed	-$219K	–	95
2023 Q1	$219K	Buy	3,166 +919	+41%	+$64.8K	0.12%	83
2022 Q4	$162K	Buy	+2,247	New	+$169K	0.07%	101
2022 Q3	–	Sell	-16,659	Closed	-$1.28M	–	91
2022 Q2	$1.28M	Buy	16,659 +2,581	+18%	+$197K	0.6%	17
2022 Q1	$1.03M	Sell	14,078 -510	-3%	-$34.2K	0.36%	35
2021 Q4	$910K	Buy	14,588 +1,886	+15%	+$111K	0.34%	43
2021 Q3	$752K	Buy	+12,702	New	+$837K	0.34%	45

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

McElhenny Sheffield Capital Management's BMY Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,904 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #95.

McElhenny Sheffield Capital Management first reported a position in BMY in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

McElhenny Sheffield Capital Management held 3,904 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
McElhenny Sheffield Capital Management bought 468 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.9K.
Bristol-Myers Squibb made up 0.06% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #95 holding.
McElhenny Sheffield Capital Management first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 8 quarters since.
McElhenny Sheffield Capital Management's Bristol-Myers Squibb position peaked at $1.28M in Q2 2022.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.