Stonebrook Private’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$608K Buy
10,555
+6
+0.1% +$345 0.11% 122
2026
Q1
$640K Buy
10,549
+1,162
+12% +$67.7K 0.14% 105
2025
Q4
$506K Buy
9,387
+517
+6% +$24.9K 0.11% 125
2025
Q3
$400K Sell
8,870
-4,348
-33% -$203K 0.09% 144
2025
Q2
$612K Sell
13,218
-1,964
-13% -$96.4K 0.14% 118
2025
Q1
$926K Buy
15,182
+36
+0.2% +$2.1K 0.24% 87
2024
Q4
$857K Buy
15,146
+276
+2% +$15.4K 0.22% 86
2024
Q3
$769K Sell
14,870
-1,793
-11% -$84.1K 0.2% 93
2024
Q2
$692K Sell
16,663
-4,807
-22% -$215K 0.2% 97
2024
Q1
$1.16M Buy
21,470
+258
+1% +$13.1K 0.34% 68
2023
Q4
$1.09M Buy
+21,212
New +$1.11M 0.36% 59

Other funds holding BMY

Stonebrook Private's BMY Position: Q2 2026 in Review

Stonebrook Private increased its Bristol-Myers Squibb (BMY) stake by 0.06% in Q2 2026, buying an estimated $345 and bringing the position to 10,555 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #122.

Stonebrook Private first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2024. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Stonebrook Private held 10,555 shares of Bristol-Myers Squibb worth $608K as of Q2 2026.
  • Stonebrook Private bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
  • Bristol-Myers Squibb made up 0.11% of Stonebrook Private's portfolio in Q2 2026, its #122 holding.
  • Stonebrook Private first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Bristol-Myers Squibb position peaked at $1.16M in Q1 2024.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.