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

Gilpin 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
Q3 		$118K Buy
1,888
+5
+0.3% +$316 0.08% 175
2026
Q2 		$108K Hold
1,883
– – 0.08% 174
2026
Q1 		$114K Hold
1,883
– – 0.09% 158
2025
Q4 		$102K Buy
+1,883
New +$90.6K 0.08% 156

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gilpin Wealth Management's BMY Position: Q3 2026 in Review

Gilpin Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.27% in Q3 2026, buying an estimated $316 and bringing the position to 1,888 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #175.

Gilpin Wealth Management first reported a position in BMY in Q4 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Gilpin Wealth Management held 1,888 shares of Bristol-Myers Squibb worth $118K as of Q3 2026.
  • Gilpin Wealth Management bought 5 Bristol-Myers Squibb shares in Q3 2026, an estimated $316.
  • Bristol-Myers Squibb made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Gilpin Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.