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

Summit Financial’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 		$5.29M Buy
87,272
+15,121
+21% +$881K 0.07% 294
2025
Q4 		$3.89M Buy
72,151
+7,498
+12% +$361K 0.06% 313
2025
Q3 		$2.92M Sell
64,653
-13,046
-17% -$609K 0.04% 381
2025
Q2 		$3.6M Buy
77,699
+58,818
+312% +$2.89M 0.08% 205
2025
Q1 		$1.15M Buy
18,881
+4,648
+33% +$271K 0.03% 348
2024
Q4 		$805K Sell
14,233
-1,916
-12% -$107K 0.03% 358
2024
Q3 		$836K Buy
16,149
+2,800
+21% +$131K 0.03% 293
2024
Q2 		$554K Buy
13,349
+5,034
+61% +$225K 0.03% 311
2024
Q1 		$451K Buy
8,315
+688
+9% +$35K 0.03% 273
2023
Q4 		$391K Sell
7,627
-3,229
-30% -$169K 0.03% 274
2023
Q3 		$630K Sell
10,856
-341
-3% -$20.9K 0.05% 211
2023
Q2 		$716K Buy
11,197
+546
+5% +$36.6K 0.05% 184
2023
Q1 		$738K Buy
10,651
+23
+0.2% +$1.62K 0.06% 142
2022
Q4 		$765K Sell
10,628
-2,974
-22% -$224K 0.07% 137
2022
Q3 		$967K Buy
13,602
+8,510
+167% +$617K 0.09% 109
2022
Q2 		$395K Sell
5,092
-2,364
-32% -$180K 0.04% 169
2022
Q1 		$549K Buy
7,456
+3,010
+68% +$202K 0.04% 167
2021
Q4 		$277K Buy
4,446
+822
+23% +$48.2K 0.02% 219
2021
Q3 		$216K Buy
+3,624
New +$239K 0.02% 211

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

Summit Financial's BMY Position: Q1 2026 in Review

Summit Financial increased its Bristol-Myers Squibb (BMY) stake by 21% in Q1 2026, buying an estimated $881K and bringing the position to 87,272 shares worth $5.29M. The position accounts for 0.07% of the portfolio, ranked #294.

Summit Financial first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Summit Financial held 87,272 shares of Bristol-Myers Squibb worth $5.29M as of Q1 2026.
  • Summit Financial bought 15,121 Bristol-Myers Squibb shares in Q1 2026, an estimated $881K.
  • Bristol-Myers Squibb made up 0.07% of Summit Financial's portfolio in Q1 2026, its #294 holding.
  • Summit Financial first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.