McLean Asset Management
BMY icon

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
Q3 		$396K Sell
6,270
-202
-3% -$12.8K 0.05% 117
2026
Q2 		$423K Sell
6,472
-68
-1% -$3.9K 0.06% 116
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

McLean Asset Management's BMY Position: Q3 2026 in Review

McLean Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 3.1% in Q3 2026, selling an estimated $12.8K and leaving 6,270 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #117.

McLean Asset Management first reported a position in BMY in Q4 2020 and has held it in 24 quarters since. The position peaked at $590K in Q2 2022. 1,763 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • McLean Asset Management held 6,270 shares of Bristol-Myers Squibb worth $396K as of Q3 2026.
  • McLean Asset Management sold 202 Bristol-Myers Squibb shares in Q3 2026, an estimated $12.8K.
  • Bristol-Myers Squibb made up 0.05% of McLean Asset Management's portfolio in Q3 2026, its #117 holding.
  • McLean Asset Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's Bristol-Myers Squibb position peaked at $590K in Q2 2022.
  • 1,763 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.