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GWN Securities’s Bristol-Myers Squibb BMY Stock Holding History

GWN Securities’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 		$943K Buy
15,543
+405
+3% +$23.6K 0.18% 140
2025
Q4 		$817K Buy
15,138
+973
+7% +$46.8K 0.17% 148
2025
Q3 		$641K Buy
14,165
+4,399
+45% +$205K 0.15% 159
2025
Q2 		$453K Sell
9,766
-65,854
-87% -$3.23M 0.08% 225
2025
Q1 		$3.43M Buy
75,620
+65,917
+679% +$3.84M 0.19% 136
2024
Q4 		$576K Buy
+9,703
New +$542K 0.15% 136

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

GWN Securities's BMY Position: Q1 2026 in Review

GWN Securities increased its Bristol-Myers Squibb (BMY) stake by 2.7% in Q1 2026, buying an estimated $23.6K and bringing the position to 15,543 shares worth $943K. The position accounts for 0.18% of the portfolio, ranked #140.

GWN Securities first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.43M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • GWN Securities held 15,543 shares of Bristol-Myers Squibb worth $943K as of Q1 2026.
  • GWN Securities bought 405 Bristol-Myers Squibb shares in Q1 2026, an estimated $23.6K.
  • Bristol-Myers Squibb made up 0.18% of GWN Securities's portfolio in Q1 2026, its #140 holding.
  • GWN Securities first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Bristol-Myers Squibb position peaked at $3.43M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.