GAFA
BMY icon

Garton & Associates Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Garton & Associates Financial 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 		– Sell
-891
Closed -$48K – 192
2025
Q4 		$48K Buy
+891
New +$42.9K 0.03% 389

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's BMY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 891 shares — an estimated $48K sold.

Garton & Associates Financial Advisors first reported a position in BMY in Q4 2025 and held it in 1 quarter. The position peaked at $48K in Q4 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 891 Bristol-Myers Squibb shares in Q1 2026, an estimated $48K.
  • Garton & Associates Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Bristol-Myers Squibb position peaked at $48K in Q4 2025.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.