Iron Gate Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Iron Gate Global 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	$349K	Sell	5,760 -31	-0.5%	-$1.81K	0.04%	70
2025 Q4	$312K	Buy	5,791 +31	+0.5%	+$1.49K	0.03%	74
2025 Q3	$260K	Hold	5,760	–	–	0.03%	90
2025 Q2	$267K	Hold	5,760	–	–	0.03%	69
2025 Q1	$351K	Hold	5,760	–	–	0.05%	61
2024 Q4	$326K	Sell	5,760 -136	-2%	-$7.6K	0.05%	64
2024 Q3	$305K	Hold	5,896	–	–	0.05%	67
2024 Q2	$245K	Hold	5,896	–	–	0.04%	80
2024 Q1	$314K	Sell	5,896 -80	-1%	-$4.08K	0.06%	74
2023 Q4	$307K	Buy	5,976 +80	+1%	+$4.2K	0.06%	73
2023 Q3	$343K	Sell	5,896 -40	-0.7%	-$2.45K	0.08%	62
2023 Q2	$380K	Hold	5,936	–	–	0.08%	60
2023 Q1	$411K	Buy	5,936 +40	+0.7%	+$2.82K	0.1%	56
2022 Q4	$424K	Hold	5,896	–	–	0.12%	52
2022 Q3	$419K	Buy	5,896 +1	+0%	+$73	0.12%	52
2022 Q2	$453K	Sell	5,895 -23	-0.4%	-$1.75K	0.12%	56
2022 Q1	$432K	Buy	5,918 +1	+0%	+$67	0.1%	64
2021 Q4	$367K	Hold	5,917	–	–	0.09%	71
2021 Q3	$350K	Sell	5,917 -158	-3%	-$10.4K	0.09%	74
2021 Q2	$405K	Buy	6,075 +315	+5%	+$20.5K	0.11%	71
2021 Q1	$363K	Hold	5,760	–	–	0.12%	73
2020 Q4	$357K	Hold	5,760	–	–	0.13%	65
2020 Q3	$347K	Hold	5,760	–	–	0.15%	66
2020 Q2	$339K	Hold	5,760	–	–	0.16%	59
2020 Q1	$321K	Hold	5,760	–	–	0.22%	44
2019 Q4	$370K	Hold	5,760	–	–	0.21%	46
2019 Q3	$292K	Hold	5,760	–	–	0.18%	55
2019 Q2	$261K	Hold	5,760	–	–	0.17%	54
2019 Q1	$272K	Hold	5,760	–	–	0.11%	59
2018 Q4	$299K	Hold	5,760	–	–	0.22%	45
2018 Q3	$303K	Buy	5,760 +5,710	+11,420%	+$339K	0.2%	44
2018 Q2	$3K	Buy	+50	New	+$2.7K	﹤0.01%	185

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

Iron Gate Global Advisors's BMY Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.54% in Q1 2026, selling an estimated $1.81K and leaving 5,760 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #70.

Iron Gate Global Advisors first reported a position in BMY in Q2 2018 and has held it in 32 quarters since. The position peaked at $453K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Iron Gate Global Advisors held 5,760 shares of Bristol-Myers Squibb worth $349K as of Q1 2026.
Iron Gate Global Advisors sold 31 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.81K.
Bristol-Myers Squibb made up 0.04% of Iron Gate Global Advisors's portfolio in Q1 2026, its #70 holding.
Iron Gate Global Advisors first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 32 quarters since.
Iron Gate Global Advisors's Bristol-Myers Squibb position peaked at $453K in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.