MAM
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McLean Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

McLean Asset 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
Q1 		$397K Buy
6,540
+75
+1% +$4.37K 0.07% 111
2025
Q4 		$369K Buy
6,465
+192
+3% +$9.24K 0.07% 113
2025
Q3 		$283K Sell
6,273
-58
-0.9% -$2.71K 0.06% 137
2025
Q2 		$302K Sell
6,331
-180
-3% -$8.84K 0.08% 122
2025
Q1 		$346K Sell
6,511
-151
-2% -$8.8K 0.11% 94
2024
Q4 		$377K Buy
6,662
+212
+3% +$11.8K 0.11% 92
2024
Q3 		$348K Buy
6,450
+101
+2% +$4.74K 0.1% 97
2024
Q2 		$261K Sell
6,349
-875
-12% -$39.2K 0.08% 123
2024
Q1 		$373K Sell
7,224
-205
-3% -$10.4K 0.13% 84
2023
Q4 		$388K Sell
7,429
-63
-0.8% -$3.31K 0.15% 79
2023
Q3 		$422K Sell
7,492
-61
-0.8% -$3.74K 0.17% 71
2023
Q2 		$483K Buy
7,553
+60
+0.8% +$4.02K 0.19% 63
2023
Q1 		$519K Sell
7,493
-223
-3% -$15.7K 0.21% 57
2022
Q4 		$555K Buy
7,716
+32
+0.4% +$2.41K 0.19% 59
2022
Q3 		$536K Sell
7,684
-56
-0.7% -$4.06K 0.21% 55
2022
Q2 		$590K Sell
7,740
-34
-0.4% -$2.59K 0.24% 49
2022
Q1 		$568K Buy
7,774
+121
+2% +$8.12K 0.42% 44
2021
Q4 		$496K Buy
7,653
+344
+5% +$20.2K 0.19% 55
2021
Q3 		$426K Buy
7,309
+1,034
+16% +$68.1K 0.16% 68
2021
Q2 		$422K Buy
6,275
+63
+1% +$4.11K 0.19% 53
2021
Q1 		$410K Sell
6,212
-191
-3% -$11.9K 0.32% 51
2020
Q4 		$397K Buy
+6,403
New +$394K 0.35% 45

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

McLean Asset Management's BMY Position: Q1 2026 in Review

McLean Asset Management increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, buying an estimated $4.37K and bringing the position to 6,540 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #111.

McLean Asset Management first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $590K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • McLean Asset Management held 6,540 shares of Bristol-Myers Squibb worth $397K as of Q1 2026.
  • McLean Asset Management bought 75 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.37K.
  • Bristol-Myers Squibb made up 0.07% of McLean Asset Management's portfolio in Q1 2026, its #111 holding.
  • McLean Asset Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's Bristol-Myers Squibb position peaked at $590K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.