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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Trail Advisors's BMY Position: Q2 2026 in Review

Summit Trail Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.16% in Q2 2026, buying an estimated $6.37K and bringing the position to 71,425 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #236.

Summit Trail Advisors first reported a position in BMY in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.33M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Summit Trail Advisors held 71,425 shares of Bristol-Myers Squibb worth $4.12M as of Q2 2026.
  • Summit Trail Advisors bought 111 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.37K.
  • Bristol-Myers Squibb made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #236 holding.
  • Summit Trail Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 19 quarters since.
  • Summit Trail Advisors's Bristol-Myers Squibb position peaked at $4.33M in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.