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Summit X LLC’s Bristol-Myers Squibb BMY Stock Holding History

Summit X LLC’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
Q3 		– Sell
-36,246
Closed -$1.68M – 27
2025
Q2 		$1.68M Sell
36,246
-1,267
-3% -$62.2K 0.31% 62
2025
Q1 		$2.29M Sell
37,513
-2,042
-5% -$119K 0.48% 41
2024
Q4 		$2.24M Sell
39,555
-915
-2% -$51.1K 0.5% 42
2024
Q3 		$1.68M Sell
40,470
-533
-1% -$25K 0.41% 47
2024
Q2 		$1.7M Buy
41,003
+3,365
+9% +$151K 0.38% 55
2024
Q1 		$2.04M Buy
+37,638
New +$1.92M 0.52% 41
2021
Q4 		– Sell
-5,015
Closed -$303K – 259
2021
Q3 		$303K Sell
5,015
-6,161
-55% -$406K 0.08% 220
2021
Q2 		$745K Sell
11,176
-205
-2% -$13.4K 0.19% 122
2021
Q1 		$724K Sell
11,381
-999
-8% -$62.2K 0.2% 114
2020
Q4 		$767K Buy
+12,380
New +$761K 0.23% 104
2020
Q2 		$660K Buy
+11,220
New +$671K 0.24% 98
2018
Q4 		– Sell
-3,368
Closed -$209K – 209
2018
Q3 		$209K Sell
3,368
-1,195
-26% -$70.9K 0.1% 205
2018
Q2 		$252K Sell
4,563
-678
-13% -$36.6K 0.14% 169
2018
Q1 		$330K Buy
5,241
+1,035
+25% +$66.6K 0.2% 137
2017
Q4 		$259K Buy
4,206
+772
+22% +$48.3K 0.16% 150
2017
Q3 		$217K Sell
3,434
-4,709
-58% -$275K 0.14% 164
2017
Q2 		$454K Buy
+8,143
New +$443K 0.32% 92

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit X LLC's BMY Position: Q3 2025 in Review

Summit X LLC sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 36,246 shares — an estimated $1.68M sold.

Summit X LLC first reported a position in BMY in Q2 2017 and held it in 17 quarters. The position peaked at $2.29M in Q1 2025. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Summit X LLC reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 36,246 Bristol-Myers Squibb shares in Q3 2025, an estimated $1.68M.
  • Summit X LLC first reported a position in Bristol-Myers Squibb in Q2 2017 and held it in 17 quarters.
  • Summit X LLC's Bristol-Myers Squibb position peaked at $2.29M in Q1 2025.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.