Saranac Partners’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
$421K Buy
7,311
+130
+2% +$7.46K 0.12% 83
2026
Q1
$438K Buy
7,181
+375
+6% +$21.9K 0.19% 64
2025
Q4
$367K Buy
6,806
+425
+7% +$20.4K 0.14% 59
2025
Q3
$288K Buy
6,381
+1,551
+32% +$72.4K 0.05% 177
2025
Q2
$224K Sell
4,830
-871
-15% -$42.8K 0.12% 64
2025
Q1
$348K Buy
5,701
+775
+16% +$45.2K 0.2% 57
2024
Q4
$279K Sell
4,926
-1,081
-18% -$60.4K 0.15% 64
2024
Q3
$311K Buy
6,007
+45
+0.8% +$2.11K 0.47% 21
2024
Q2
$248K Hold
5,962
– – 0.15% 67
2024
Q1
$323K Buy
5,962
+580
+11% +$29.5K 0.2% 59
2023
Q4
$276K Hold
5,382
– – 0.18% 73
2023
Q3
$312K Hold
5,382
– – 0.18% 62
2023
Q2
$344K Hold
5,382
– – 0.18% 62
2023
Q1
$373K Buy
+5,382
New +$380K 0.22% 47

Other funds holding BMY

Saranac Partners's BMY Position: Q2 2026 in Review

Saranac Partners increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, buying an estimated $7.46K and bringing the position to 7,311 shares worth $421K. The position accounts for 0.12% of the portfolio, ranked #83.

Saranac Partners first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. The position peaked at $438K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Saranac Partners held 7,311 shares of Bristol-Myers Squibb worth $421K as of Q2 2026.
  • Saranac Partners bought 130 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.46K.
  • Bristol-Myers Squibb made up 0.12% of Saranac Partners's portfolio in Q2 2026, its #83 holding.
  • Saranac Partners first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
  • Saranac Partners's Bristol-Myers Squibb position peaked at $438K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.