Garrett Wealth Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Garrett Wealth Advisory Group’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	$366K	Buy	6,032 +1,426	+31%	+$83.1K	0.07%	89
2025 Q4	$248K	Sell	4,606 -214	-4%	-$10.3K	0.05%	103
2025 Q3	$217K	Hold	4,820	–	–	0.04%	111
2025 Q2	$223K	Sell	4,820 -23	-0.5%	-$1.13K	0.05%	103
2025 Q1	$295K	Sell	4,843 -39	-0.8%	-$2.27K	0.07%	83
2024 Q4	$276K	Sell	4,882 -67	-1%	-$3.74K	0.06%	80
2024 Q3	$256K	Buy	+4,949	New	+$232K	0.06%	83
2019 Q4	–	Sell	-519	Closed	-$26.3K	–	129
2019 Q3	$26.3K	Buy	+519	New	+$24.4K	0.02%	184

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

Garrett Wealth Advisory Group's BMY Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $83.1K and bringing the position to 6,032 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #89.

Garrett Wealth Advisory Group first reported a position in BMY in Q3 2019 and has held it in 8 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Garrett Wealth Advisory Group held 6,032 shares of Bristol-Myers Squibb worth $366K as of Q1 2026.
Garrett Wealth Advisory Group bought 1,426 Bristol-Myers Squibb shares in Q1 2026, an estimated $83.1K.
Bristol-Myers Squibb made up 0.07% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #89 holding.
Garrett Wealth Advisory Group first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 8 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.