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Stone Summit Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Stone Summit Wealth’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
Q3 		$1.72M Buy
27,604
+2,796
+11% +$177K 0.47% 58
2026
Q2 		$1.43M Buy
24,808
+2,300
+10% +$132K 0.36% 63
2026
Q1 		$1.37M Buy
22,508
+10,408
+86% +$607K 0.38% 63
2025
Q4 		$653K Buy
12,100
+5,680
+88% +$273K 0.18% 83
2025
Q3 		$290K Sell
6,420
-1,500
-19% -$70.1K 0.08% 123
2025
Q2 		$367K Hold
7,920
– – 0.11% 115
2025
Q1 		$483K Hold
7,920
– – 0.16% 100
2024
Q4 		$448K Sell
7,920
-520
-6% -$29.1K 0.15% 106
2024
Q3 		$437K Sell
8,440
-800
-9% -$37.5K 0.14% 109
2024
Q2 		$384K Sell
9,240
-700
-7% -$31.3K 0.14% 109
2024
Q1 		$539K Hold
9,940
– – 0.19% 92
2023
Q4 		$510K Sell
9,940
-950
-9% -$49.9K 0.2% 98
2023
Q3 		$632K Sell
10,890
-25
-0.2% -$1.53K 0.27% 84
2023
Q2 		$698K Sell
10,915
-150
-1% -$10.1K 0.29% 82
2023
Q1 		$767K Sell
11,065
-120
-1% -$8.46K 0.34% 75
2022
Q4 		$805K Sell
11,185
-4
-0% -$302 0.39% 72
2022
Q3 		$795K Sell
11,189
-46
-0.4% -$3.34K 0.49% 60
2022
Q2 		$865K Buy
11,235
+1,921
+21% +$146K 0.52% 61
2022
Q1 		$688K Buy
+9,314
New +$625K 0.39% 73

Other funds holding BMY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stone Summit Wealth's BMY Position: Q3 2026 in Review

Stone Summit Wealth increased its Bristol-Myers Squibb (BMY) stake by 11% in Q3 2026, buying an estimated $177K and bringing the position to 27,604 shares worth $1.72M. The position accounts for 0.47% of the portfolio, ranked #58.

Stone Summit Wealth first reported a position in BMY in Q1 2022 and has held it in 19 quarters since. 481 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Stone Summit Wealth held 27,604 shares of Bristol-Myers Squibb worth $1.72M as of Q3 2026.
  • Stone Summit Wealth bought 2,796 Bristol-Myers Squibb shares in Q3 2026, an estimated $177K.
  • Bristol-Myers Squibb made up 0.47% of Stone Summit Wealth's portfolio in Q3 2026, its #58 holding.
  • Stone Summit Wealth first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 19 quarters since.
  • 481 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.