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Sumitomo Mitsui Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Sumitomo Mitsui Financial 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
2026
Q1 		$2.81M Buy
46,346
+3,564
+8% +$208K 0.06% 77
2025
Q4 		$2.31M Sell
42,782
-1,721
-4% -$82.8K 0.04% 77
2025
Q3 		$2.01M Buy
44,503
+1,049
+2% +$49K 0.04% 76
2025
Q2 		$2.01M Buy
43,454
+3,896
+10% +$191K 0.03% 77
2025
Q1 		$2.41M Sell
39,558
-996
-2% -$58.1K 0.04% 72
2024
Q4 		$2.29M Sell
40,554
-207,409
-84% -$11.6M 0.03% 77
2024
Q3 		$12.8M Buy
247,963
+32,107
+15% +$1.51M 0.29% 37
2024
Q2 		$8.96M Buy
215,856
+27,402
+15% +$1.23M 0.28% 40
2024
Q1 		$10.2M Buy
188,454
+10,317
+6% +$526K 0.32% 35
2023
Q4 		$9.14M Buy
178,137
+7,617
+4% +$400K 0.29% 41
2023
Q3 		$9.9M Buy
170,520
+10,804
+7% +$662K 0.32% 35
2023
Q2 		$10.2M Buy
159,716
+16,138
+11% +$1.08M 0.32% 36
2023
Q1 		$9.95M Buy
143,578
+10,281
+8% +$725K 0.31% 34
2022
Q4 		$9.59M Sell
133,297
-3,605
-3% -$272K 0.36% 40
2022
Q3 		$9.73M Sell
136,902
-2,824
-2% -$205K 0.41% 35
2022
Q2 		$10.8M Sell
139,726
-1,208
-0.9% -$92K 0.3% 43
2022
Q1 		$10.3M Buy
140,934
+10,949
+8% +$735K 0.3% 48
2021
Q4 		$8.11M Buy
129,985
+21,364
+20% +$1.25M 0.23% 55
2021
Q3 		$6.43M Buy
108,621
+11,604
+12% +$764K 0.15% 66
2021
Q2 		$6.48M Buy
97,017
+15,083
+18% +$983K 0.14% 55
2021
Q1 		$5.17M Buy
81,934
+15,206
+23% +$946K 0.12% 55
2020
Q4 		$4.14M Buy
66,728
+829
+1% +$51K 0.1% 56
2020
Q3 		$3.97M Sell
65,899
-1,146
-2% -$69K 0.14% 48
2020
Q2 		$3.94M Buy
67,045
+6,843
+11% +$409K 0.14% 40
2020
Q1 		$3.36M Buy
+60,202
New +$3.68M 0.17% 39

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Financial Group's BMY Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Bristol-Myers Squibb (BMY) stake by 8.3% in Q1 2026, buying an estimated $208K and bringing the position to 46,346 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #77.

Sumitomo Mitsui Financial Group first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q3 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 46,346 shares of Bristol-Myers Squibb worth $2.81M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 3,564 Bristol-Myers Squibb shares in Q1 2026, an estimated $208K.
  • Bristol-Myers Squibb made up 0.06% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #77 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Financial Group's Bristol-Myers Squibb position peaked at $12.8M in Q3 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.