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

GK 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
Q2 		$313K Buy
+5,429
New +$312K 0.16% 148
2026
Q1 		– Sell
-5,234
Closed -$282K – 71
2025
Q4 		$282K Sell
5,234
-457
-8% -$22K 0.19% 130
2025
Q3 		$257K Buy
5,691
+757
+15% +$35.4K 0.19% 135
2025
Q2 		$228K Buy
4,934
+972
+25% +$47.7K 0.21% 129
2025
Q1 		$242K Sell
3,962
-92
-2% -$5.36K 0.28% 109
2024
Q4 		$229K Buy
+4,054
New +$227K 0.29% 108

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GK Wealth Management's BMY Position: Q2 2026 in Review

GK Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 5,429 shares worth $313K. The stake represents 0.16% of the portfolio and ranks #148 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BMY as recently as Q4 2025.

GK Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • GK Wealth Management held 5,429 shares of Bristol-Myers Squibb worth $313K as of Q2 2026.
  • Bristol-Myers Squibb was a new GK Wealth Management position in Q2 2026.
  • Bristol-Myers Squibb made up 0.16% of GK Wealth Management's portfolio in Q2 2026, its #148 holding.
  • GK Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.