Freestone Grove Partners’s Bristol-Myers Squibb BMY Stock Holding History

Freestone Grove Partners’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 Q2	$4.87M	Buy	84,601 +44,266	+110%	+$2.54M	0.03%	343
2026 Q1	$2.45M	Buy	+40,335	New	+$2.35M	0.02%	361
2025 Q2	–	Sell	-13,816	Closed	-$843K	–	679
2025 Q1	$843K	Sell	13,816 -1,652	-11%	-$96.3K	0.01%	359
2024 Q4	$875K	Buy	+15,468	New	+$864K	0.01%	311

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Freestone Grove Partners's BMY Position: Q2 2026 in Review

Freestone Grove Partners increased its Bristol-Myers Squibb (BMY) stake by 110% in Q2 2026, buying an estimated $2.54M and bringing the position to 84,601 shares worth $4.87M. The position accounts for 0.03% of the portfolio, ranked #343.

Freestone Grove Partners first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Freestone Grove Partners held 84,601 shares of Bristol-Myers Squibb worth $4.87M as of Q2 2026.
Freestone Grove Partners bought 44,266 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.54M.
Bristol-Myers Squibb made up 0.03% of Freestone Grove Partners's portfolio in Q2 2026, its #343 holding.
Freestone Grove Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.