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Stonegate Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$1.18M Buy
26,129
+2,980
+13% +$139K 0.03% 170
2025
Q2 		$1.07M Sell
23,149
-4,884
-17% -$240K 0.03% 172
2025
Q1 		$1.71M Buy
28,033
+367
+1% +$21.4K 0.05% 124
2024
Q4 		$1.56M Buy
27,666
+523
+2% +$29.2K 0.04% 130
2024
Q3 		$1.4M Buy
27,143
+25
+0.1% +$1.17K 0.04% 145
2024
Q2 		$1.13M Sell
27,118
-1,454
-5% -$65.1K 0.03% 161
2024
Q1 		$1.55M Buy
28,572
+24
+0.1% +$1.22K 0.05% 130
2023
Q4 		$1.46M Sell
28,548
-11,332
-28% -$595K 0.05% 137
2023
Q3 		$2.31M Sell
39,880
-388
-1% -$23.8K 0.08% 93
2023
Q2 		$2.58M Sell
40,268
-2
-0% -$134 0.09% 91
2023
Q1 		$2.79M Buy
40,270
+94
+0.2% +$6.63K 0.1% 89
2022
Q4 		$2.89M Sell
40,176
-113
-0.3% -$8.52K 0.12% 83
2022
Q3 		$2.86M Buy
40,289
+212
+0.5% +$15.4K 0.13% 92
2022
Q2 		$3.09M Buy
40,077
+11,693
+41% +$891K 0.14% 91
2022
Q1 		$2.07M Sell
28,384
-561
-2% -$37.7K 0.07% 96
2021
Q4 		$1.8M Buy
+28,945
New +$1.7M 0.08% 107

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's BMY Position: Q3 2025 in Review

Stonegate Investment Group increased its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2025, buying an estimated $139K and bringing the position to 26,129 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #170.

Stonegate Investment Group first reported a position in BMY in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.09M in Q2 2022. 2,268 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Stonegate Investment Group held 26,129 shares of Bristol-Myers Squibb worth $1.18M as of Q3 2025.
  • Stonegate Investment Group bought 2,980 Bristol-Myers Squibb shares in Q3 2025, an estimated $139K.
  • Bristol-Myers Squibb made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #170 holding.
  • Stonegate Investment Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Bristol-Myers Squibb position peaked at $3.09M in Q2 2022.
  • 2,268 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.