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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Wealth Partners's BMY Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 8,986 shares worth $545K. The stake represents 0.02% of the portfolio and ranks #553 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in BMY as recently as Q1 2024.

Gateway Wealth Partners first reported a position in BMY in Q2 2023 and has held it in 5 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Gateway Wealth Partners held 8,986 shares of Bristol-Myers Squibb worth $545K as of Q1 2026.
  • Bristol-Myers Squibb was a new Gateway Wealth Partners position in Q1 2026.
  • Bristol-Myers Squibb made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #553 holding.
  • Gateway Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 5 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.