Glass Jacobson Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Glass Jacobson Investment Advisors’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	$8.73K	Hold	144	–	–	﹤0.01%	469
2025 Q4	$7.77K	Hold	144	–	–	﹤0.01%	465
2025 Q3	$6.5K	Hold	144	–	–	﹤0.01%	475
2025 Q2	$6.67K	Sell	144 -366	-72%	-$18K	﹤0.01%	457
2025 Q1	$28.8K	Hold	510	–	–	0.01%	458
2024 Q4	$28.8K	Sell	510 -201	-28%	-$11.2K	0.01%	458
2024 Q3	$36.8K	Sell	711 -4	-0.6%	-$188	0.01%	410
2024 Q2	$29.7K	Hold	715	–	–	0.01%	423
2024 Q1	$38.8K	Hold	715	–	–	0.01%	384
2023 Q4	$36.7K	Hold	715	–	–	0.02%	369
2023 Q3	$41.5K	Hold	715	–	–	0.02%	338
2023 Q2	$45.7K	Buy	+715	New	+$47.9K	0.02%	338
2022 Q4	$55K	Buy	+765	New	+$57.7K	0.03%	332

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

Glass Jacobson Investment Advisors's BMY Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 144 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Glass Jacobson Investment Advisors first reported a position in BMY in Q4 2022 and has held it in 13 quarters since. The position peaked at $55K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Glass Jacobson Investment Advisors held 144 shares of Bristol-Myers Squibb worth $8.73K as of Q1 2026.
Glass Jacobson Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #469 holding.
Glass Jacobson Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Bristol-Myers Squibb position peaked at $55K in Q4 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.