SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / BMY

Clifford Swan Investment Counsel LLC’s Bristol-Myers Squibb Co Position

Does Clifford Swan Investment Counsel LLC own Bristol-Myers Squibb Co (BMY)? Yes — 301.5K shares worth $18M (+0.62% of its 13F portfolio) as of Q1 2026, down from 309.5K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
301.5K
% of Portfolio
+0.62%
Quarters Held
30
currently held

Position History BMY

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $23MQ2 ’19: $24MQ3 ’19: $27MQ4 ’19: $35MQ4 ’19Q1 ’20: $30MQ2 ’20: $31MQ3 ’20: $32MQ4 ’20: $32MQ4 ’20Q1 ’21: $33MQ2 ’21: $36MQ3 ’21: $31MQ4 ’21: $33MQ4 ’21Q1 ’22: $37MQ2 ’22: $38MQ3 ’22: $33MQ4 ’22: $32MQ4 ’22Q1 ’23: $31MQ2 ’23: $28MQ3 ’23: $25MQ4 ’23: $22MQ4 ’23Q1 ’24: $23MQ2 ’24: $17MQ3 ’24: $24MQ4 ’24: $24MQ4 ’24Q1 ’25: $24MQ2 ’25: $16MQ3 ’25: $15MQ4 ’25: $17MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026301.5K$18M+0.62%
Q4 2025309.5K$17M+0.55%
Q3 2025326.0K$15M+0.49%
Q2 2025348.0K$16M+0.57%
Q1 2025400.8K$24M+0.90%
Q4 2024427.0K$24M+0.87%
Q3 2024457.1K$24M+0.84%
Q2 2024405.6K$17M+0.63%
Q1 2024421.1K$23M+0.85%
Q4 2023423.8K$22M+0.85%
Q3 2023438.7K$25M+1.07%
Q2 2023441.0K$28M+1.14%
Q1 2023444.9K$31M+1.29%
Q4 2022447.5K$32M+1.40%
Q3 2022469.6K$33M+1.57%
Q2 2022494.9K$38M+1.65%
Q1 2022505.2K$37M+1.37%
Q4 2021525.5K$33M+1.15%
Q3 2021525.1K$31M+1.13%
Q2 2021521.1K$36M+1.35%
Q1 2021521.1K$33M+1.35%
Q4 2020520.2K$32M+1.41%
Q3 2020534.3K$32M+1.54%
Q2 2020534.4K$31M+1.62%
Q1 2020539.1K$30M+1.83%
Q4 2019540.8K$35M+1.68%
Q3 2019537.7K$27M+1.42%
Q2 2019524.2K$24M+1.25%
Q1 2019485.0K$23M+1.24%
Q4 2018456.2K$24M+1.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of BMY.