GM Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

GM Advisory Group’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	$311K	Buy	5,131 +1,224	+31%	+$71.4K	0.01%	295
2025 Q4	$211K	Buy	+3,907	New	+$188K	0.01%	324
2023 Q3	–	Sell	-3,357	Closed	-$215K	–	194
2023 Q2	$215K	Sell	3,357 -80	-2%	-$5.36K	0.02%	178
2023 Q1	$238K	Buy	+3,437	New	+$242K	0.02%	170
2022 Q2	–	Sell	-3,376	Closed	-$247K	–	185
2022 Q1	$247K	Sell	3,376 -2	-0.1%	-$134	0.03%	166
2021 Q4	$211K	Hold	3,378	–	–	0.02%	189
2021 Q3	$200K	Hold	3,378	–	–	0.02%	190
2021 Q2	$226K	Sell	3,378 -398	-11%	-$26K	0.02%	184
2021 Q1	$238K	Buy	+3,776	New	+$235K	0.03%	173
2020 Q4	–	Sell	-3,814	Closed	-$230K	–	178
2020 Q3	$230K	Sell	3,814 -2,200	-37%	-$132K	0.04%	144
2020 Q2	$354K	Buy	6,014 +613	+11%	+$36.7K	0.07%	125
2020 Q1	$301K	Buy	5,401 +2,200	+69%	+$134K	0.08%	94
2019 Q4	$205K	Buy	+3,201	New	+$183K	0.06%	92
2017 Q1	–	Sell	-3,514	Closed	-$205K	–	110
2016 Q4	$205K	Buy	+3,514	New	+$192K	0.07%	105

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

GM Advisory Group's BMY Position: Q1 2026 in Review

GM Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $71.4K and bringing the position to 5,131 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #295.

GM Advisory Group first reported a position in BMY in Q4 2016 and has held it in 14 quarters since. The position peaked at $354K in Q2 2020. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

GM Advisory Group held 5,131 shares of Bristol-Myers Squibb worth $311K as of Q1 2026.
GM Advisory Group bought 1,224 Bristol-Myers Squibb shares in Q1 2026, an estimated $71.4K.
Bristol-Myers Squibb made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #295 holding.
GM Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 14 quarters since.
GM Advisory Group's Bristol-Myers Squibb position peaked at $354K in Q2 2020.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.