SEC 13F Intelligence

Mcdonald Partners LLC / BMY

Mcdonald Partners LLC’s Bristol-Myers Squibb Co Position

Does Mcdonald Partners LLC own Bristol-Myers Squibb Co (BMY)? Yes — 109.4K shares worth $7M (+1.56% of its 13F portfolio) as of Q1 2026, up from 26.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
109.4K
% of Portfolio
+1.56%
Quarters Held
22
currently held

Position History BMY

Reported value by quarter
Q4 ’20: $631,000Q4 ’20Q1 ’21: $680,000Q2 ’21: $719,000Q3 ’21: $649,000Q3 ’21Q4 ’21: $2MQ1 ’22: $818,000Q2 ’22: $825,000Q2 ’22Q3 ’22: $470,000Q4 ’22: $476,316Q1 ’23: $440,357Q1 ’23Q2 ’23: $396,803Q3 ’23: $443,744Q4 ’23: $383,286Q4 ’23Q1 ’24: $408,677Q2 ’24: $311,018Q3 ’24: $377,133Q3 ’24Q4 ’24: $396,259Q1 ’25: $419,184Q2 ’25: $318,153Q2 ’25Q3 ’25: $307,717Q4 ’25: $1MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.4K$7M+1.56%
Q4 202526.2K$1M+0.45%
Q3 20256.8K$307,717+0.09%
Q2 20256.9K$318,153+0.08%
Q1 20256.9K$419,184+0.11%
Q4 20247.0K$396,259+0.10%
Q3 20247.3K$377,133+0.09%
Q2 20247.5K$311,018+0.08%
Q1 20247.5K$408,677+0.11%
Q4 20237.5K$383,286+0.11%
Q3 20237.6K$443,744+0.14%
Q2 20236.2K$396,803+0.12%
Q1 20236.4K$440,357+0.14%
Q4 20226.6K$476,316+0.16%
Q3 20226.6K$470,000+0.18%
Q2 202210.7K$825,000+0.21%
Q1 202211.2K$818,000+0.18%
Q4 202140$2M0.00%
Q3 202111.0K$649,000+0.15%
Q2 202110.8K$719,000+0.13%
Q1 202110.8K$680,000+0.14%
Q4 202010.2K$631,000+0.18%

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