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

Summit Trail 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
2025
Q4 		– Hold
0
– -$182K – 1312
2025
Q3 		– Hold
0
– – – 1300

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 Trail Advisors's BMY Position: Q1 2026 in Review

Summit Trail Advisors increased its Bristol-Myers Squibb (BMY) stake by 30% in Q1 2026, buying an estimated $965K and bringing the position to 71,314 shares worth $4.33M. The position accounts for 0.06% of the portfolio, ranked #189.

Summit Trail Advisors first reported a position in BMY in Q4 2017 and has held it in 18 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Summit Trail Advisors held 71,314 shares of Bristol-Myers Squibb worth $4.33M as of Q1 2026.
  • Summit Trail Advisors bought 16,548 Bristol-Myers Squibb shares in Q1 2026, an estimated $965K.
  • Bristol-Myers Squibb made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #189 holding.
  • Summit Trail Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 18 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.