Summit Financial Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Summit Financial Wealth Advisors’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	$748K	Sell	12,990 -60	-0.5%	-$3.44K	0.1%	97
2026 Q1	$791K	Buy	13,050 +1,549	+13%	+$90.3K	0.11%	87
2025 Q4	$620K	Buy	11,501 +444	+4%	+$21.4K	0.09%	98
2025 Q3	$524K	Sell	11,057 -1,983	-15%	-$92.6K	0.08%	102
2025 Q2	$604K	Buy	13,040 +998	+8%	+$49K	0.11%	89
2025 Q1	$734K	Hold	12,042	–	–	0.15%	72
2024 Q4	$722K	Buy	12,042 +2,384	+25%	+$133K	0.14%	76
2024 Q3	$500K	Buy	9,658 +225	+2%	+$10.6K	0.09%	90
2024 Q2	$392K	Sell	9,433 -3,085	-25%	-$138K	0.08%	92
2024 Q1	$679K	Sell	12,518 -1,030	-8%	-$52.5K	0.14%	69
2023 Q4	$695K	Sell	13,548 -2,080	-13%	-$109K	0.16%	66
2023 Q3	$817K	Sell	15,628 -741	-5%	-$45.4K	0.2%	55
2023 Q2	$1.05M	Sell	16,369 -220	-1%	-$14.8K	0.24%	53
2023 Q1	$1.15M	Buy	16,589 +48	+0.3%	+$3.39K	0.27%	51
2022 Q4	$1.19M	Buy	16,541 +952	+6%	+$71.8K	0.29%	48
2022 Q3	$1.16M	Sell	15,589 -1,370	-8%	-$99.4K	0.33%	42
2022 Q2	$1.24M	Buy	16,959 +813	+5%	+$61.9K	0.3%	48
2022 Q1	$1.18M	Sell	16,146 -1,352	-8%	-$90.8K	0.24%	48
2021 Q4	$1.09M	Sell	17,498 -850	-5%	-$49.9K	0.21%	52
2021 Q3	$1.09M	Sell	18,348 -340	-2%	-$22.4K	0.25%	50
2021 Q2	$1.25M	Sell	18,688 -1,670	-8%	-$109K	0.28%	47
2021 Q1	$1.26M	Buy	20,358 +1,594	+8%	+$99.2K	0.32%	42
2020 Q4	$1.13M	Sell	18,764 -6,644	-26%	-$409K	0.31%	43
2020 Q3	$1.51M	Sell	25,408 -105	-0.4%	-$6.32K	0.4%	37
2020 Q2	$1.52M	Sell	25,513 -5,186	-17%	-$310K	0.41%	40
2020 Q1	$1.78M	Sell	30,699 -9,536	-24%	-$583K	0.56%	33
2019 Q4	$2.56M	Buy	40,235 +4,017	+11%	+$230K	0.62%	38
2019 Q3	$1.87M	Sell	36,218 -15,381	-30%	-$723K	0.46%	49
2019 Q2	$2.34M	Sell	51,599 -1,255	-2%	-$58.5K	0.57%	43
2019 Q1	$2.48M	Buy	52,854 +9,868	+23%	+$492K	0.65%	47
2018 Q4	$2.23M	Buy	42,986 +37,520	+686%	+$2.02M	0.73%	43
2018 Q3	$314K	Buy	5,466 +2,037	+59%	+$121K	0.09%	105
2018 Q2	$217K	Sell	3,429 -596	-15%	-$32.2K	0.07%	121
2018 Q1	$255K	Sell	4,025 -35,353	-90%	-$2.27M	0.08%	117
2017 Q4	$2.41M	Buy	39,378 +186	+0.5%	+$11.6K	0.83%	43
2017 Q3	$2.5M	Sell	39,192 -15,479	-28%	-$904K	0.91%	34
2017 Q2	$3.05M	Sell	54,671 -1,705	-3%	-$92.8K	1.2%	23
2017 Q1	$3.07M	Buy	56,376 +3,500	+7%	+$192K	1.34%	20
2016 Q4	$3.09M	Sell	52,876 -988	-2%	-$54K	1.36%	25
2016 Q3	$2.9M	Buy	53,864 +8,303	+18%	+$533K	1.26%	29
2016 Q2	$3.35M	Sell	45,561 -24	-0.1%	-$1.7K	1.4%	23
2016 Q1	$2.91M	Sell	45,585 -16	-0%	-$1.01K	1.27%	25
2015 Q4	$3.14M	Buy	45,601 +6,526	+17%	+$431K	1.44%	23
2015 Q3	$2.31M	Hold	39,075	–	–	1.5%	19
2015 Q2	$2.6M	Hold	39,075	–	–	1.61%	21
2015 Q1	$2.63M	Sell	39,075 -5,590	-13%	-$350K	1.78%	20
2014 Q4	$2.64M	Buy	+44,665	New	+$2.52M	1.83%	21

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Summit Financial Wealth Advisors's BMY Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.46% in Q2 2026, selling an estimated $3.44K and leaving 12,990 shares worth $748K. The position accounts for 0.1% of the portfolio, ranked #97.

Summit Financial Wealth Advisors first reported a position in BMY in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.35M in Q2 2016. 500 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Summit Financial Wealth Advisors held 12,990 shares of Bristol-Myers Squibb worth $748K as of Q2 2026.
Summit Financial Wealth Advisors sold 60 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.44K.
Bristol-Myers Squibb made up 0.1% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Summit Financial Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 47 quarters since.
Summit Financial Wealth Advisors's Bristol-Myers Squibb position peaked at $3.35M in Q2 2016.
500 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.