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Stoneridge Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Stoneridge Investment Partners’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 		$610K Buy
+9,346
New +$537K 0.4% 81
2024
Q4 		– Sell
-146,029
Closed -$7.56M – 142
2024
Q3 		$7.56M Sell
146,029
-1,544
-1% -$72.4K 2.81% 7
2024
Q2 		$6.13M Buy
147,573
+100,951
+217% +$4.52M 2.32% 10
2024
Q1 		$2.53M Buy
+46,622
New +$2.37M 0.96% 37
2022
Q1 		– Sell
-36,050
Closed -$2.25M – 107
2021
Q4 		$2.25M Buy
+36,050
New +$2.11M 1.04% 29
2021
Q3 		– Sell
-11,835
Closed -$791K – 114
2021
Q2 		$791K Buy
+11,835
New +$772K 0.38% 72
2021
Q1 		– Sell
-14,073
Closed -$873K – 113
2020
Q4 		$873K Sell
14,073
-10,852
-44% -$667K 0.51% 62
2020
Q3 		$1.5M Buy
+24,925
New +$1.5M 0.99% 32
2020
Q1 		– Sell
-22,457
Closed -$1.44M – 117
2019
Q4 		$1.44M Sell
22,457
-500
-2% -$28.6K 0.49% 66
2019
Q3 		$1.16M Sell
22,957
-86,310
-79% -$4.06M 0.43% 78
2019
Q2 		$4.96M Buy
+109,267
New +$5.09M 1.76% 13
2018
Q4 		– Sell
-43,681
Closed -$2.71M – 122
2018
Q3 		$2.71M Sell
43,681
-18,827
-30% -$1.12M 0.58% 64
2018
Q2 		$3.46M Buy
+62,508
New +$3.38M 0.67% 62
2017
Q2 		– Sell
-60,726
Closed -$3.3M – 261
2017
Q1 		$3.3M Buy
60,726
+54,557
+884% +$2.99M 0.45% 84
2016
Q4 		$361K Sell
6,169
-186,836
-97% -$10.2M 0.05% 237
2016
Q3 		$10.4M Buy
+193,005
New +$12.4M 1.51% 7

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stoneridge Investment Partners's BMY Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 9,346 shares worth $610K. The stake represents 0.4% of the portfolio and ranks #81 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in BMY as recently as Q3 2024.

Stoneridge Investment Partners first reported a position in BMY in Q3 2016 and has held it in 16 quarters since. The position peaked at $10.4M in Q3 2016. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Stoneridge Investment Partners held 9,346 shares of Bristol-Myers Squibb worth $610K as of Q2 2026.
  • Bristol-Myers Squibb was a new Stoneridge Investment Partners position in Q2 2026.
  • Bristol-Myers Squibb made up 0.4% of Stoneridge Investment Partners's portfolio in Q2 2026, its #81 holding.
  • Stoneridge Investment Partners first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 16 quarters since.
  • Stoneridge Investment Partners's Bristol-Myers Squibb position peaked at $10.4M in Q3 2016.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.