Gateway Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Gateway Wealth Partners’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	$272K	Sell	4,713 -4,273	-48%	-$245K	0.02%	662
2026 Q1	$545K	Buy	+8,986	New	+$524K	0.02%	553
2024 Q2	–	Sell	-3,854	Closed	-$209K	–	266
2024 Q1	$209K	Sell	3,854 -680	-15%	-$34.6K	0.08%	226
2023 Q4	$233K	Buy	4,534 +535	+13%	+$28.1K	0.09%	191
2023 Q3	$232K	Sell	3,999 -57	-1%	-$3.49K	0.04%	228
2023 Q2	$259K	Buy	+4,056	New	+$272K	0.05%	199

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 $3.37T AUM 44.26% 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

Gateway Wealth Partners's BMY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 48% in Q2 2026, selling an estimated $245K and leaving 4,713 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #662.

Gateway Wealth Partners first reported a position in BMY in Q2 2023 and has held it in 6 quarters since. The position peaked at $545K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Gateway Wealth Partners held 4,713 shares of Bristol-Myers Squibb worth $272K as of Q2 2026.
Gateway Wealth Partners sold 4,273 Bristol-Myers Squibb shares in Q2 2026, an estimated $245K.
Bristol-Myers Squibb made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #662 holding.
Gateway Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 6 quarters since.
Gateway Wealth Partners's Bristol-Myers Squibb position peaked at $545K in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.