Sierra Summit Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sierra Summit Advisors’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	$1.42M	Buy	24,647 +468	+2%	+$26.9K	0.16%	87
2026 Q1	$1.47M	Buy	24,179 +1,163	+5%	+$67.8K	0.21%	78
2025 Q4	$1.24M	Buy	+23,016	New	+$1.11M	0.19%	70
2025 Q2	–	Sell	-28,822	Closed	-$1.76M	–	180
2025 Q1	$1.76M	Buy	28,822 +11,281	+64%	+$658K	0.38%	50
2024 Q4	$992K	Buy	+17,541	New	+$980K	0.2%	69
2024 Q2	–	Sell	-12,567	Closed	-$682K	–	145
2024 Q1	$682K	Sell	12,567 -2,152	-15%	-$110K	0.19%	61
2023 Q4	$755K	Buy	+14,719	New	+$773K	0.22%	65

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sierra Summit Advisors's BMY Position: Q2 2026 in Review

Sierra Summit Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 24,647 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #87.

Sierra Summit Advisors first reported a position in BMY in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sierra Summit Advisors held 24,647 shares of Bristol-Myers Squibb worth $1.42M as of Q2 2026.
Sierra Summit Advisors bought 468 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.9K.
Bristol-Myers Squibb made up 0.16% of Sierra Summit Advisors's portfolio in Q2 2026, its #87 holding.
Sierra Summit Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 7 quarters since.
Sierra Summit Advisors's Bristol-Myers Squibb position peaked at $1.76M in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.