Annis Gardner Whiting Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$358K	Buy	5,909 +2,075	+54%	+$121K	0.06%	229
2025 Q4	$207K	Buy	3,834 +998	+35%	+$48K	0.04%	285
2025 Q3	$128K	Buy	2,836 +111	+4%	+$5.18K	0.03%	341
2025 Q2	$126K	Buy	2,725 +479	+21%	+$23.5K	0.04%	276
2025 Q1	$137K	Sell	2,246 -62	-3%	-$3.61K	0.06%	227
2024 Q4	$131K	Buy	2,308 +80	+4%	+$4.47K	0.04%	247
2024 Q3	$115K	Buy	2,228 +1	+0%	+$47	0.03%	276
2024 Q2	$92.5K	Buy	2,227 +2,175	+4,183%	+$97.3K	0.03%	321
2024 Q1	$2.81K	Sell	52 -38	-42%	-$1.94K	﹤0.01%	823
2023 Q4	$4.64K	Sell	90 -1,353	-94%	-$71K	﹤0.01%	550
2023 Q3	$83.7K	Buy	+1,443	New	+$88.4K	0.04%	231

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BMY Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 54% in Q1 2026, buying an estimated $121K and bringing the position to 5,909 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #229.

Annis Gardner Whiting Capital Advisors first reported a position in BMY in Q3 2023 and has held it in 11 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 5,909 shares of Bristol-Myers Squibb worth $358K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 2,075 Bristol-Myers Squibb shares in Q1 2026, an estimated $121K.
Bristol-Myers Squibb made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #229 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 11 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.