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Patrick M. Sweeney & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Patrick M. Sweeney & Associates’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 		$503K Buy
+8,286
New +$483K 0.32% 76
2024
Q2 		– Sell
-10,125
Closed -$549K – 140
2024
Q1 		$549K Sell
10,125
-100
-1% -$5.09K 0.45% 59
2023
Q4 		$525K Buy
+10,225
New +$537K 0.48% 50

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

Patrick M. Sweeney & Associates's BMY Position: Q1 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 8,286 shares worth $503K. The stake represents 0.32% of the portfolio and ranks #76 among its holdings. This is a return to the name: Patrick M. Sweeney & Associates previously reported a position in BMY as recently as Q1 2024.

Patrick M. Sweeney & Associates first reported a position in BMY in Q4 2023 and has held it in 3 quarters since. The position peaked at $549K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Patrick M. Sweeney & Associates held 8,286 shares of Bristol-Myers Squibb worth $503K as of Q1 2026.
  • Bristol-Myers Squibb was a new Patrick M. Sweeney & Associates position in Q1 2026.
  • Bristol-Myers Squibb made up 0.32% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #76 holding.
  • Patrick M. Sweeney & Associates first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 3 quarters since.
  • Patrick M. Sweeney & Associates's Bristol-Myers Squibb position peaked at $549K in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.