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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stone Summit Wealth's BMY Position: Q2 2026 in Review

Stone Summit Wealth increased its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, buying an estimated $132K and bringing the position to 24,808 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #63.

Stone Summit Wealth first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Stone Summit Wealth held 24,808 shares of Bristol-Myers Squibb worth $1.43M as of Q2 2026.
Stone Summit Wealth bought 2,300 Bristol-Myers Squibb shares in Q2 2026, an estimated $132K.
Bristol-Myers Squibb made up 0.36% of Stone Summit Wealth's portfolio in Q2 2026, its #63 holding.
Stone Summit Wealth first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.