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

Gibbs Wealth Management’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	$1.63M	Buy	26,915 +13,968	+108%	+$814K	0.21%	95
2025 Q4	$723K	Sell	12,947 -2,059	-14%	-$99.1K	0.18%	136
2025 Q3	$677K	Sell	15,006 -2,024	-12%	-$94.5K	0.15%	157
2025 Q2	$788K	Buy	17,030 +3,078	+22%	+$151K	0.15%	163
2025 Q1	$851K	Buy	13,952 +2,485	+22%	+$145K	0.21%	110
2024 Q4	$649K	Buy	11,467 +2,068	+22%	+$116K	0.18%	125
2024 Q3	$486K	Buy	9,399 +2,188	+30%	+$103K	0.16%	151
2024 Q2	$299K	Buy	7,211 +1,682	+30%	+$75.3K	0.12%	184
2024 Q1	$300K	Buy	+5,529	New	+$282K	0.17%	138

Other funds holding BMY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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