SHIM
BMY icon

Stone House Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Stone House Investment Management’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 		$3.27K Buy
54
+43
+391% +$2.51K ﹤0.01% 518
2025
Q4 		$593 Buy
+11
New +$529 ﹤0.01% 708
2025
Q2 		– Sell
-1,050
Closed -$64K – 526
2025
Q1 		$64K Buy
+1,050
New +$61.2K 0.01% 131
2024
Q3 		– Sell
-79
Closed -$3.28K – 386
2024
Q2 		$3.28K Sell
79
-53
-40% -$2.37K ﹤0.01% 307
2024
Q1 		$7.17K Buy
+132
New +$6.72K ﹤0.01% 259

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

Stone House Investment Management's BMY Position: Q1 2026 in Review

Stone House Investment Management increased its Bristol-Myers Squibb (BMY) stake by 391% in Q1 2026, buying an estimated $2.51K and bringing the position to 54 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Stone House Investment Management first reported a position in BMY in Q1 2024 and has held it in 5 quarters since. The position peaked at $64K in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stone House Investment Management held 54 shares of Bristol-Myers Squibb worth $3.27K as of Q1 2026.
  • Stone House Investment Management bought 43 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.51K.
  • Bristol-Myers Squibb made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #518 holding.
  • Stone House Investment Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 5 quarters since.
  • Stone House Investment Management's Bristol-Myers Squibb position peaked at $64K in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.