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Stonebridge Financial Group (Pennsylvania)’s Bristol-Myers Squibb BMY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$251K Buy
4,350
+53
+1% +$3.04K 0.02% 242
2026
Q1 		$261K Sell
4,297
-687
-14% -$40K 0.02% 226
2025
Q4 		$269K Sell
4,984
-3,567
-42% -$172K 0.02% 212
2025
Q3 		$386K Sell
8,551
-622
-7% -$29K 0.03% 180
2025
Q2 		$425K Sell
9,173
-19
-0.2% -$933 0.04% 168
2025
Q1 		$561K Sell
9,192
-647
-7% -$37.7K 0.06% 137
2024
Q4 		$556K Buy
+9,839
New +$550K 0.06% 141

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BMY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $3.04K and bringing the position to 4,350 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #242.

Stonebridge Financial Group (Pennsylvania) first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q1 2025. 2,147 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 4,350 shares of Bristol-Myers Squibb worth $251K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 53 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.04K.
  • Bristol-Myers Squibb made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #242 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Bristol-Myers Squibb position peaked at $561K in Q1 2025.
  • 2,147 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.