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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
Q2 		$3.91M Buy
67,905
+361
+0.5% +$20.7K 0.12% 178
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
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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gladstone Institutional Advisory's BMY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Bristol-Myers Squibb (BMY) stake by 0.53% in Q2 2026, buying an estimated $20.7K and bringing the position to 67,905 shares worth $3.91M. The position accounts for 0.12% of the portfolio, ranked #178.

Gladstone Institutional Advisory first reported a position in BMY in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.48M in Q1 2024. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Gladstone Institutional Advisory held 67,905 shares of Bristol-Myers Squibb worth $3.91M as of Q2 2026.
  • Gladstone Institutional Advisory bought 361 Bristol-Myers Squibb shares in Q2 2026, an estimated $20.7K.
  • Bristol-Myers Squibb made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #178 holding.
  • Gladstone Institutional Advisory first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 28 quarters since.
  • Gladstone Institutional Advisory's Bristol-Myers Squibb position peaked at $5.48M in Q1 2024.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.