Gladstone Institutional Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Gladstone Institutional Advisory’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	$4.1M	Sell	67,544 -22,632	-25%	-$1.32M	0.15%	156
2025 Q4	$4.86M	Sell	90,176 -9,545	-10%	-$459K	0.18%	121
2025 Q3	$4.5M	Sell	99,721 -13,550	-12%	-$633K	0.17%	132
2025 Q2	$5.24M	Buy	113,271 +30,168	+36%	+$1.48M	0.22%	109
2025 Q1	$5.07M	Buy	83,103 +18,049	+28%	+$1.05M	0.24%	106
2024 Q4	$3.68M	Sell	65,054 -5,952	-8%	-$333K	0.17%	136
2024 Q3	$3.67M	Sell	71,006 -36,225	-34%	-$1.7M	0.18%	140
2024 Q2	$4.45M	Buy	107,231 +6,112	+6%	+$273K	0.23%	116
2024 Q1	$5.48M	Buy	101,119 +38,333	+61%	+$1.95M	0.3%	84
2023 Q4	$3.22M	Buy	62,786 +10,373	+20%	+$544K	0.18%	144
2023 Q3	$3.04M	Buy	52,413 +2,636	+5%	+$162K	0.2%	134
2023 Q2	$3.18M	Buy	49,777 +586	+1%	+$39.3K	0.19%	132
2023 Q1	$3.41M	Sell	49,191 -3,859	-7%	-$272K	0.22%	135
2022 Q4	$3.82M	Sell	53,050 -20,773	-28%	-$1.57M	0.27%	107
2022 Q3	$5.25M	Buy	73,823 +28,433	+63%	+$2.06M	0.41%	51
2022 Q2	$3.5M	Sell	45,390 -2,354	-5%	-$179K	0.28%	87
2022 Q1	$3.49M	Sell	47,744 -92	-0.2%	-$6.18K	0.24%	114
2021 Q4	$2.98M	Buy	47,836 +11,441	+31%	+$671K	0.23%	118
2021 Q3	$2.15M	Sell	36,395 -986	-3%	-$64.9K	0.21%	135
2021 Q2	$2.5M	Buy	37,381 +4,776	+15%	+$311K	0.3%	92
2021 Q1	$2.06M	Buy	32,605 +2,366	+8%	+$147K	0.32%	78
2020 Q4	$1.88M	Sell	30,239 -9,025	-23%	-$555K	0.37%	61
2020 Q3	$2.37M	Sell	39,264 -381	-1%	-$22.9K	0.57%	39
2020 Q2	$2.33M	Sell	39,645 -1,450	-4%	-$86.7K	0.59%	40
2020 Q1	$2.29M	Buy	41,095 +47	+0.1%	+$2.87K	0.59%	40
2019 Q4	$2.63M	Buy	41,048 +4,829	+13%	+$277K	0.65%	40
2019 Q3	$1.84M	Buy	+36,219	New	+$1.7M	0.47%	51

Other funds holding BMY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gladstone Institutional Advisory's BMY Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, selling an estimated $1.32M and leaving 67,544 shares worth $4.1M. The position accounts for 0.15% of the portfolio, ranked #156.

Gladstone Institutional Advisory first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.48M in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Gladstone Institutional Advisory held 67,544 shares of Bristol-Myers Squibb worth $4.1M as of Q1 2026.
Gladstone Institutional Advisory sold 22,632 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.32M.
Bristol-Myers Squibb made up 0.15% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #156 holding.
Gladstone Institutional Advisory first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
Gladstone Institutional Advisory's Bristol-Myers Squibb position peaked at $5.48M in Q1 2024.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.