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

Goodman 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	$8.67K	Sell	143 -504	-78%	-$29.4K	﹤0.01%	147
2025 Q4	$34.9K	Hold	647	–	–	0.01%	112
2025 Q3	$29.2K	Hold	647	–	–	0.01%	121
2025 Q2	$29.9K	Hold	647	–	–	0.01%	97
2025 Q1	$39.5K	Buy	+647	New	+$37.7K	0.01%	112
2024 Q4	–	Sell	-647	Closed	-$33.5K	–	68
2024 Q3	$33.5K	Hold	647	–	–	0.01%	127
2024 Q2	$26.9K	Hold	647	–	–	0.01%	129
2024 Q1	$35.1K	Hold	647	–	–	0.01%	107
2023 Q4	$33.2K	Hold	647	–	–	0.01%	99
2023 Q3	$37.6K	Hold	647	–	–	0.01%	98
2023 Q2	$41.4K	Sell	647 -4	-0.6%	-$268	0.02%	89
2023 Q1	$45.1K	Hold	651	–	–	0.02%	78
2022 Q4	$47K	Hold	651	–	–	0.03%	76
2022 Q3	$46K	Hold	651	–	–	0.03%	75
2022 Q2	$50K	Buy	+651	New	+$49.6K	0.02%	76

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

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

Goodman Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 78% in Q1 2026, selling an estimated $29.4K and leaving 143 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Goodman Advisory Group first reported a position in BMY in Q2 2022 and has held it in 15 quarters since. The position peaked at $50K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Goodman Advisory Group held 143 shares of Bristol-Myers Squibb worth $8.67K as of Q1 2026.
Goodman Advisory Group sold 504 Bristol-Myers Squibb shares in Q1 2026, an estimated $29.4K.
Bristol-Myers Squibb made up ﹤0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #147 holding.
Goodman Advisory Group first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's Bristol-Myers Squibb position peaked at $50K in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.