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Guardian Wealth Advisors (North Carolina)’s Bristol-Myers Squibb BMY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$278K Sell
4,589
-268
-6% -$15.6K 0.02% 293
2025
Q4 		$262K Buy
+4,857
New +$234K 0.02% 312
2025
Q3 		– Sell
-5,761
Closed -$267K – 362
2025
Q2 		$267K Buy
5,761
+275
+5% +$13.5K 0.02% 284
2025
Q1 		$335K Buy
5,486
+288
+6% +$16.8K 0.03% 236
2024
Q4 		$294K Buy
5,198
+946
+22% +$52.9K 0.02% 253
2024
Q3 		$220K Sell
4,252
-1,577
-27% -$74K 0.02% 255
2024
Q2 		$242K Sell
5,829
-1,209
-17% -$54.1K 0.03% 232
2024
Q1 		$382K Buy
7,038
+661
+10% +$33.7K 0.05% 187
2023
Q4 		$327K Sell
6,377
-615
-9% -$32.3K 0.05% 184
2023
Q3 		$406K Sell
6,992
-699
-9% -$42.8K 0.07% 144
2023
Q2 		$492K Buy
7,691
+329
+4% +$22.1K 0.08% 126
2023
Q1 		$510K Sell
7,362
-83
-1% -$5.85K 0.09% 114
2022
Q4 		$536K Sell
7,445
-17
-0.2% -$1.28K 0.1% 105
2022
Q3 		$530K Sell
7,462
-843
-10% -$61.2K 0.1% 100
2022
Q2 		$644K Buy
8,305
+955
+13% +$72.7K 0.12% 88
2022
Q1 		$541K Buy
7,350
+130
+2% +$8.73K 0.23% 75
2021
Q4 		$450K Buy
+7,220
New +$424K 0.19% 98

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

Guardian Wealth Advisors (North Carolina)'s BMY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Bristol-Myers Squibb (BMY) stake by 5.5% in Q1 2026, selling an estimated $15.6K and leaving 4,589 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #293.

Guardian Wealth Advisors (North Carolina) first reported a position in BMY in Q4 2021 and has held it in 17 quarters since. The position peaked at $644K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,589 shares of Bristol-Myers Squibb worth $278K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 268 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.6K.
  • Bristol-Myers Squibb made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #293 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Bristol-Myers Squibb position peaked at $644K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.