GenTrust’s Bristol-Myers Squibb BMY Stock Holding History

GenTrust’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	$1.2M	Buy	19,706 +5,286	+37%	+$308K	0.05%	96
2025 Q4	$778K	Buy	+14,420	New	+$694K	0.03%	131

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GenTrust's BMY Position: Q1 2026 in Review

GenTrust increased its Bristol-Myers Squibb (BMY) stake by 37% in Q1 2026, buying an estimated $308K and bringing the position to 19,706 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #96.

GenTrust first reported a position in BMY in Q4 2025 and has held it in 2 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

GenTrust held 19,706 shares of Bristol-Myers Squibb worth $1.2M as of Q1 2026.
GenTrust bought 5,286 Bristol-Myers Squibb shares in Q1 2026, an estimated $308K.
Bristol-Myers Squibb made up 0.05% of GenTrust's portfolio in Q1 2026, its #96 holding.
GenTrust first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 2 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.