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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
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
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

Freestone Grove Partners's BMY Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 40,335 shares worth $2.45M. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in BMY as recently as Q1 2025.

Freestone Grove Partners first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Freestone Grove Partners held 40,335 shares of Bristol-Myers Squibb worth $2.45M as of Q1 2026.
  • Bristol-Myers Squibb was a new Freestone Grove Partners position in Q1 2026.
  • Bristol-Myers Squibb made up 0.02% of Freestone Grove Partners's portfolio in Q1 2026, its #361 holding.
  • Freestone Grove Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.