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Summit Wealth Group (Colorado)’s Bristol-Myers Squibb BMY Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$268K Buy
4,651
+1,282
+38% +$73.6K 0.02% 323
2026
Q1 		$204K Buy
+3,369
New +$196K 0.02% 328
2025
Q4 		– Sell
-9,860
Closed -$572K – 316
2025
Q3 		$572K Buy
+9,860
New +$460K 0.06% 247

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 $3.37T AUM 44.26% 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 Wealth Group (Colorado)'s BMY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Bristol-Myers Squibb (BMY) stake by 38% in Q2 2026, buying an estimated $73.6K and bringing the position to 4,651 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #323.

Summit Wealth Group (Colorado) first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $572K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,651 shares of Bristol-Myers Squibb worth $268K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1,282 Bristol-Myers Squibb shares in Q2 2026, an estimated $73.6K.
  • Bristol-Myers Squibb made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #323 holding.
  • Summit Wealth Group (Colorado) first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Bristol-Myers Squibb position peaked at $572K in Q3 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.