PMSA
BMY icon

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
Q2 		$477K Hold
8,286
– – 0.27% 92
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 $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

Patrick M. Sweeney & Associates's BMY Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 8,286 shares worth $477K. The position accounts for 0.27% of the portfolio, ranked #92.

Patrick M. Sweeney & Associates first reported a position in BMY in Q4 2023 and has held it in 4 quarters since. The position peaked at $549K in Q1 2024. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Patrick M. Sweeney & Associates held 8,286 shares of Bristol-Myers Squibb worth $477K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.27% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #92 holding.
  • Patrick M. Sweeney & Associates first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 4 quarters since.
  • Patrick M. Sweeney & Associates's Bristol-Myers Squibb position peaked at $549K in Q1 2024.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.