Gold Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Gold Investment 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 Q1	$761K	Hold	12,542	–	–	0.24%	83
2025 Q4	$677K	Buy	12,542 +53	+0.4%	+$2.55K	0.22%	84
2025 Q3	$563K	Buy	12,489 +42	+0.3%	+$1.96K	0.19%	87
2025 Q2	$582K	Hold	12,447	–	–	0.22%	84
2025 Q1	$759K	Sell	12,447 -325	-3%	-$18.9K	0.32%	80
2024 Q4	$722K	Hold	12,772	–	–	0.3%	81
2024 Q3	$654K	Buy	12,772 +21	+0.2%	+$985	0.27%	81
2024 Q2	$530K	Sell	12,751 -1,090	-8%	-$48.8K	0.22%	87
2024 Q1	$751K	Buy	13,841 +262	+2%	+$13.3K	0.3%	80
2023 Q4	$697K	Buy	+13,579	New	+$713K	0.3%	80

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

Gold Investment Management's BMY Position: Q1 2026 in Review

Gold Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 12,542 shares worth $761K. The position accounts for 0.24% of the portfolio, ranked #83.

Gold Investment Management first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Gold Investment Management held 12,542 shares of Bristol-Myers Squibb worth $761K as of Q1 2026.
Gold Investment Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.24% of Gold Investment Management's portfolio in Q1 2026, its #83 holding.
Gold Investment Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.