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Graybill Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Graybill Wealth 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 		$498K Sell
8,217
-100
-1% -$5.83K 0.15% 64
2025
Q4 		$449K Hold
8,317
– – 0.13% 65
2025
Q3 		$375K Hold
8,317
– – 0.12% 70
2025
Q2 		$385K Sell
8,317
-250
-3% -$12.3K 0.13% 68
2025
Q1 		$523K Buy
+8,567
New +$499K 0.18% 63

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graybill Wealth Management's BMY Position: Q1 2026 in Review

Graybill Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, selling an estimated $5.83K and leaving 8,217 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #64.

Graybill Wealth Management first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $523K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Graybill Wealth Management held 8,217 shares of Bristol-Myers Squibb worth $498K as of Q1 2026.
  • Graybill Wealth Management sold 100 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.83K.
  • Bristol-Myers Squibb made up 0.15% of Graybill Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Graybill Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
  • Graybill Wealth Management's Bristol-Myers Squibb position peaked at $523K in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.