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Jackson Grant Investment Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Jackson Grant Investment Advisers’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 		$213K Sell
3,516
-3,050
-46% -$178K 0.07% 114
2025
Q4 		$354K Sell
6,566
-484
-7% -$23.3K 0.12% 89
2025
Q3 		$318K Buy
7,050
+516
+8% +$24.1K 0.11% 92
2025
Q2 		$302K Buy
6,534
+14
+0.2% +$687 0.11% 86
2025
Q1 		$398K Buy
6,520
+7
+0.1% +$408 0.15% 75
2024
Q4 		$368K Buy
6,513
+416
+7% +$23.2K 0.14% 77
2024
Q3 		$315K Buy
6,097
+11
+0.2% +$516 0.12% 84
2024
Q2 		$253K Buy
6,086
+271
+5% +$12.1K 0.1% 92
2024
Q1 		$315K Buy
5,815
+8
+0.1% +$408 0.13% 84
2023
Q4 		$298K Sell
5,807
-742
-11% -$38.9K 0.13% 83
2023
Q3 		$380K Sell
6,549
-96
-1% -$5.88K 0.18% 68
2023
Q2 		$425K Buy
6,645
+5
+0.1% +$335 0.2% 67
2023
Q1 		$460K Buy
6,640
+107
+2% +$7.55K 0.22% 66
2022
Q4 		$470K Buy
6,533
+5
+0.1% +$377 0.23% 62
2022
Q3 		$464K Sell
6,528
-149
-2% -$10.8K 0.24% 59
2022
Q2 		$514K Buy
6,677
+126
+2% +$9.6K 0.25% 58
2022
Q1 		$478K Sell
6,551
-496
-7% -$33.3K 0.2% 66
2021
Q4 		$439K Buy
7,047
+11
+0.2% +$645 0.22% 56
2021
Q3 		$416K Buy
7,036
+759
+12% +$50K 0.19% 71
2021
Q2 		$419K Buy
6,277
+137
+2% +$8.93K 0.18% 69
2021
Q1 		$388K Buy
6,140
+10
+0.2% +$622 0.18% 71
2020
Q4 		$380K Buy
6,130
+9
+0.1% +$553 0.19% 64
2020
Q3 		$369K Buy
6,121
+12
+0.2% +$722 0.22% 58
2020
Q2 		$359K Buy
6,109
+11
+0.2% +$658 0.23% 55
2020
Q1 		$340K Buy
6,098
+11
+0.2% +$672 0.25% 55
2019
Q4 		$391K Buy
6,087
+11
+0.2% +$630 0.21% 60
2019
Q3 		$308K Buy
6,076
+14
+0.2% +$658 0.18% 67
2019
Q2 		$275K Sell
6,062
-425
-7% -$19.8K 0.16% 71
2019
Q1 		$309K Buy
6,487
+117
+2% +$5.83K 0.19% 61
2018
Q4 		$331K Buy
6,370
+14
+0.2% +$752 0.23% 58
2018
Q3 		$395K Buy
6,356
+44
+0.7% +$2.61K 0.25% 54
2018
Q2 		$349K Buy
6,312
+48
+0.8% +$2.59K 0.24% 50
2018
Q1 		$396K Buy
6,264
+39
+0.6% +$2.51K 0.28% 49
2017
Q4 		$381K Sell
6,225
-366
-6% -$22.9K 0.26% 54
2017
Q3 		$420K Buy
6,591
+2,686
+69% +$157K 0.3% 48
2017
Q2 		$218K Buy
3,905
+15
+0.4% +$816 0.17% 66
2017
Q1 		$212K Sell
3,890
-136
-3% -$7.46K 0.17% 66
2016
Q4 		$235K Sell
4,026
-161
-4% -$8.8K 0.2% 56
2016
Q3 		$226K Buy
4,187
+1,834
+78% +$118K 0.19% 54
2016
Q2 		$173K Buy
2,353
+12
+0.5% +$848 0.15% 60
2016
Q1 		$150K Buy
2,341
+12
+0.5% +$757 0.14% 67
2015
Q4 		$160K Buy
+2,329
New +$154K 0.15% 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

Jackson Grant Investment Advisers's BMY Position: Q1 2026 in Review

Jackson Grant Investment Advisers reduced its Bristol-Myers Squibb (BMY) stake by 46% in Q1 2026, selling an estimated $178K and leaving 3,516 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #114.

Jackson Grant Investment Advisers first reported a position in BMY in Q4 2015 and has held it in 42 quarters since. The position peaked at $514K in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Jackson Grant Investment Advisers held 3,516 shares of Bristol-Myers Squibb worth $213K as of Q1 2026.
  • Jackson Grant Investment Advisers sold 3,050 Bristol-Myers Squibb shares in Q1 2026, an estimated $178K.
  • Bristol-Myers Squibb made up 0.07% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #114 holding.
  • Jackson Grant Investment Advisers first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Bristol-Myers Squibb position peaked at $514K in Q2 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.