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 Q2	$367K	Buy	6,364 +332	+6%	+$19.1K	0.06%	102
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garrett Wealth Advisory Group's BMY Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 5.5% in Q2 2026, buying an estimated $19.1K and bringing the position to 6,364 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #102.

Garrett Wealth Advisory Group first reported a position in BMY in Q3 2019 and has held it in 9 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Garrett Wealth Advisory Group held 6,364 shares of Bristol-Myers Squibb worth $367K as of Q2 2026.
Garrett Wealth Advisory Group bought 332 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.1K.
Bristol-Myers Squibb made up 0.06% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #102 holding.
Garrett Wealth Advisory Group first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 9 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.