GC Wealth Management RIA’s Bristol-Myers Squibb BMY Stock Holding History

GC Wealth Management RIA’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	$338K	Sell	5,864 -32,233	-85%	-$1.85M	0.02%	393
2026 Q1	$2.31M	Buy	38,097 +30,298	+388%	+$1.77M	0.1%	147
2025 Q4	$421K	Sell	7,799 -99,204	-93%	-$4.77M	0.02%	391
2025 Q3	$4.83M	Buy	107,003 +97,917	+1,078%	+$4.57M	0.16%	113
2025 Q2	$421K	Buy	9,086 +980	+12%	+$48.1K	0.03%	358
2025 Q1	$494K	Sell	8,106 -133	-2%	-$7.75K	0.09%	178
2024 Q4	$466K	Buy	8,239 +239	+3%	+$13.4K	0.08%	187
2024 Q3	$414K	Buy	8,000 +55	+0.7%	+$2.58K	0.07%	215
2024 Q2	$330K	Sell	7,945 -1,141	-13%	-$51.1K	0.07%	217
2024 Q1	$493K	Buy	9,086 +2,258	+33%	+$115K	0.1%	171
2023 Q4	$350K	Buy	+6,828	New	+$358K	0.16%	144

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GC Wealth Management RIA's BMY Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Bristol-Myers Squibb (BMY) stake by 85% in Q2 2026, selling an estimated $1.85M and leaving 5,864 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #393.

GC Wealth Management RIA first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.83M in Q3 2025. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

GC Wealth Management RIA held 5,864 shares of Bristol-Myers Squibb worth $338K as of Q2 2026.
GC Wealth Management RIA sold 32,233 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.85M.
Bristol-Myers Squibb made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #393 holding.
GC Wealth Management RIA first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Bristol-Myers Squibb position peaked at $4.83M in Q3 2025.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.