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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
Q2 		$2.54M Sell
44,119
-2,227
-5% -$128K 0.05% 79
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 $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

Sumitomo Mitsui Financial Group's BMY Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 4.8% in Q2 2026, selling an estimated $128K and leaving 44,119 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #79.

Sumitomo Mitsui Financial Group first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.8M in Q3 2024. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 44,119 shares of Bristol-Myers Squibb worth $2.54M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 2,227 Bristol-Myers Squibb shares in Q2 2026, an estimated $128K.
  • Bristol-Myers Squibb made up 0.05% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #79 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Financial Group's Bristol-Myers Squibb position peaked at $12.8M in Q3 2024.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.