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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gibbs Wealth Management's BMY Position: Q1 2026 in Review

Gibbs Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 108% in Q1 2026, buying an estimated $814K and bringing the position to 26,915 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #95.

Gibbs Wealth Management first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. 2,543 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Gibbs Wealth Management held 26,915 shares of Bristol-Myers Squibb worth $1.63M as of Q1 2026.
  • Gibbs Wealth Management bought 13,968 Bristol-Myers Squibb shares in Q1 2026, an estimated $814K.
  • Bristol-Myers Squibb made up 0.21% of Gibbs Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Gibbs Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.