Summit Securities Group
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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
Q1 		– Sell
-1,100
Closed -$79K – 842
2022
Q4 		$79K Hold
1,100
– – ﹤0.01% 638
2022
Q3 		$78K Sell
1,100
-35,900
-97% -$2.6M 0.01% 560
2022
Q2 		$2.85M Sell
37,000
-25,500
-41% -$1.94M 0.35% 52
2022
Q1 		$4.56M Buy
62,500
+45,000
+257% +$3.02M 0.51% 38
2021
Q4 		$1.09M Buy
17,500
+17,321
+9,677% +$1.02M 0.05% 235
2021
Q3 		$1.06M Sell
179
-91
-34% -$5.99K 0.08% 251
2021
Q2 		$1.8M Buy
270
+169
+167% +$11K 0.15% 149
2021
Q1 		$638K Sell
101
-3,028
-97% -$188K 0.07% 275
2020
Q4 		$19.4M Buy
3,129
+136
+5% +$8.36K 1.63% 4
2020
Q3 		$18M Sell
2,993
-145
-5% -$8.73K 1.89% 8
2020
Q2 		$18.5M Sell
3,138
-758
-19% -$45.3K 2.29% 7
2020
Q1 		$21.7M Sell
3,896
-2,513
-39% -$154K 3.82% 2
2019
Q4 		$41.1M Buy
6,409
+3,869
+152% +$222K 3.11% 4
2019
Q3 		$12.9M Sell
2,540
-1,050
-29% -$49.3K 1.14% 12
2019
Q2 		$16.3M Buy
3,590
+802
+29% +$37.4K 1.89% 10
2019
Q1 		$13.3M Buy
2,788
+2,746
+6,538% +$137K 2.43% 9
2018
Q4 		$218K Buy
+42
New +$2.26K 0.02% 281
2017
Q1 		– Sell
-41
Closed -$240K – 301
2016
Q4 		$240K Sell
41
-209
-84% -$11.4K 0.05% 230
2016
Q3 		$1.35M Buy
+250
New +$16.1K 0.45% 39
2016
Q1 		– Sell
-76
Closed -$2K – 160
2015
Q4 		$2K Buy
+76
New +$5.02K ﹤0.01% 255
2015
Q1 		– Sell
-448
Closed -$7K – 403
2014
Q4 		$7K Buy
448
+256
+133% +$14.4K ﹤0.01% 475
2014
Q3 		$9K Buy
+192
New +$9.6K ﹤0.01% 541
2014
Q1 		– Sell
-827
Closed -$4K – 415
2013
Q4 		$4K Buy
827
+393
+91% +$20K ﹤0.01% 402
2013
Q3 		$5K Buy
434
+262
+152% +$11.5K ﹤0.01% 297
2013
Q2 		$2K Buy
+172
New +$7.47K ﹤0.01% 474

Other funds holding BMY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Securities Group's BMY Position: Q3 2026 in Review

Summit Securities Group increased its Bristol-Myers Squibb (BMY) stake by 1,057% in Q3 2026, buying an estimated $1.19M and bringing the position to 20,625 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #108.

Summit Securities Group first reported a position in BMY in Q2 2013 and has held it in 47 quarters since. The position peaked at $22.6M in Q4 2019. 1,530 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Summit Securities Group held 20,625 shares of Bristol-Myers Squibb worth $1.29M as of Q3 2026.
  • Summit Securities Group bought 18,842 Bristol-Myers Squibb shares in Q3 2026, an estimated $1.19M.
  • Bristol-Myers Squibb made up 0.12% of Summit Securities Group's portfolio in Q3 2026, its #108 holding.
  • Summit Securities Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 47 quarters since.
  • Summit Securities Group's Bristol-Myers Squibb position peaked at $22.6M in Q4 2019.
  • 1,530 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.