Good Steward Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Good Steward Wealth 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	$256K	Sell	4,219 -77	-2%	-$4.49K	0.16%	56
2025 Q4	$232K	Sell	4,296 -2,088	-33%	-$100K	0.15%	65
2025 Q3	$288K	Sell	6,384 -3,691	-37%	-$172K	0.2%	61
2025 Q2	$466K	Sell	10,075 -8,855	-47%	-$435K	0.37%	43
2025 Q1	$1.15M	Buy	+18,930	New	+$1.1M	1.05%	21

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

Good Steward Wealth Advisors's BMY Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q1 2026, selling an estimated $4.49K and leaving 4,219 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #56.

Good Steward Wealth Advisors first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Good Steward Wealth Advisors held 4,219 shares of Bristol-Myers Squibb worth $256K as of Q1 2026.
Good Steward Wealth Advisors sold 77 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.49K.
Bristol-Myers Squibb made up 0.16% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Good Steward Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
Good Steward Wealth Advisors's Bristol-Myers Squibb position peaked at $1.15M in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.