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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
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

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 Summit Wealth's BMY Position: Q1 2026 in Review

Stone Summit Wealth increased its Bristol-Myers Squibb (BMY) stake by 86% in Q1 2026, buying an estimated $607K and bringing the position to 22,508 shares worth $1.37M. The position accounts for 0.38% of the portfolio, ranked #63.

Stone Summit Wealth first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stone Summit Wealth held 22,508 shares of Bristol-Myers Squibb worth $1.37M as of Q1 2026.
  • Stone Summit Wealth bought 10,408 Bristol-Myers Squibb shares in Q1 2026, an estimated $607K.
  • Bristol-Myers Squibb made up 0.38% of Stone Summit Wealth's portfolio in Q1 2026, its #63 holding.
  • Stone Summit Wealth first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.