Summit Securities Group’s Bristol-Myers Squibb BMY Stock Holding History

Summit Securities 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
2023 Q2	–	Sell	-6,700	Closed	-$464K	–	893
2023 Q1	$464K	Hold	6,700	–	–	0.04%	145
2022 Q4	$482K	Hold	6,700	–	–	0.02%	246
2022 Q3	$476K	Buy	6,700 +4,000	+148%	+$290K	0.04%	259
2022 Q2	$208K	Sell	2,700 -300	-10%	-$22.8K	0.03%	294
2022 Q1	$219K	Sell	3,000 -63,200	-95%	-$4.24M	0.02%	366
2021 Q4	$4.13M	Buy	66,200 +65,538	+9,900%	+$3.84M	0.19%	92
2021 Q3	$3.92M	Sell	662 -308	-32%	-$20.3K	0.31%	80
2021 Q2	$6.48M	Buy	970 +270	+39%	+$17.6K	0.54%	35
2021 Q1	$4.42M	Buy	+700	New	+$43.6K	0.48%	38
2020 Q2	–	Sell	-1,100	Closed	-$6.13M	–	417
2020 Q1	$6.13M	Sell	1,100 -246	-18%	-$15K	1.08%	27
2019 Q4	$8.64M	Sell	1,346 -254	-16%	-$14.5K	0.65%	37
2019 Q3	$8.11M	Sell	1,600 -1,000	-38%	-$47K	0.72%	22
2019 Q2	$11.8M	Sell	2,600 -5,077	-66%	-$236K	1.37%	14
2019 Q1	$36.6M	Buy	+7,677	New	+$382K	6.69%	3
2017 Q4	–	Sell	-276	Closed	-$1.76M	–	183
2017 Q3	$1.76M	Buy	+276	New	+$16.1K	0.3%	40

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Securities Group's BMY Position: Q2 2026 in Review

Summit Securities Group reduced its Bristol-Myers Squibb (BMY) stake by 43% in Q2 2026, selling an estimated $77.6K and leaving 1,783 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #386.

Summit Securities Group first reported a position in BMY in Q2 2013 and has held it in 46 quarters since. The position peaked at $22.6M in Q4 2019. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Summit Securities Group held 1,783 shares of Bristol-Myers Squibb worth $103K as of Q2 2026.
Summit Securities Group sold 1,351 Bristol-Myers Squibb shares in Q2 2026, an estimated $77.6K.
Bristol-Myers Squibb made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #386 holding.
Summit Securities Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 46 quarters since.
Summit Securities Group's Bristol-Myers Squibb position peaked at $22.6M in Q4 2019.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.