Freestone Capital Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,000
Closed -$60.6K 631
2026
Q1
$60.6K Buy
+1,000
New +$58.3K ﹤0.01% 563

Other funds holding BMY

Freestone Capital Holdings's BMY Position: Q2 2026 in Review

Freestone Capital Holdings increased its Bristol-Myers Squibb (BMY) stake by 0.21% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,634 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #345.

Freestone Capital Holdings first reported a position in BMY in Q3 2017 and has held it in 31 quarters since. The position peaked at $9.09M in Q1 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Freestone Capital Holdings held 10,634 shares of Bristol-Myers Squibb worth $613K as of Q2 2026.
  • Freestone Capital Holdings bought 22 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.26K.
  • Bristol-Myers Squibb made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #345 holding.
  • Freestone Capital Holdings first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 31 quarters since.
  • Freestone Capital Holdings's Bristol-Myers Squibb position peaked at $9.09M in Q1 2021.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.