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 Q3	$167K	Sell	2,671 -2,758	-51%	-$174K	0.09%	197
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

GK Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 51% in Q3 2026, selling an estimated $174K and leaving 2,671 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #197.

GK Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

GK Wealth Management held 2,671 shares of Bristol-Myers Squibb worth $167K as of Q3 2026.
GK Wealth Management sold 2,758 Bristol-Myers Squibb shares in Q3 2026, an estimated $174K.
Bristol-Myers Squibb made up 0.09% of GK Wealth Management's portfolio in Q3 2026, its #197 holding.
GK Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's Bristol-Myers Squibb position peaked at $313K in Q2 2026.
1,994 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

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