Summitry LLC’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $459K | Buy |
7,574
+954
| +14% | +$55.6K | 0.02% | 145 |
|
|
2025
Q4 | $357K | Buy |
6,620
+1,231
| +23% | +$59.2K | 0.01% | 151 |
|
|
2025
Q3 | $243K | Sell |
5,389
-2,504
| -32% | -$117K | 0.01% | 176 |
|
|
2025
Q2 | $365K | Buy |
+7,893
| New | +$387K | 0.02% | 117 |
|
|
2025
Q1 | – | Sell |
-3,660
| Closed | -$207K | – | 147 |
|
|
2024
Q4 | $207K | Buy |
+3,660
| New | +$204K | 0.01% | 131 |
|
|
2023
Q2 | – | Sell |
-2,904
| Closed | -$201K | – | 90 |
|
|
2023
Q1 | $201K | Sell |
2,904
-262
| -8% | -$18.5K | 0.01% | 87 |
|
|
2022
Q4 | $228K | Sell |
3,166
-136
| -4% | -$10.3K | 0.02% | 89 |
|
|
2022
Q3 | $235K | Buy |
+3,302
| New | +$240K | 0.02% | 87 |
|
|
2016
Q4 | – | Sell |
-3,730
| Closed | -$201K | – | 80 |
|
|
2016
Q3 | $201K | Hold |
3,730
| – | – | 0.02% | 83 |
|
|
2016
Q2 | $274K | Sell |
3,730
-400
| -10% | -$28.3K | 0.03% | 75 |
|
|
2016
Q1 | $264K | Buy |
4,130
+400
| +11% | +$25.2K | 0.03% | 75 |
|
|
2015
Q4 | $257K | Hold |
3,730
| – | – | 0.03% | 71 |
|
|
2015
Q3 | $221K | Hold |
3,730
| – | – | 0.03% | 66 |
|
|
2015
Q2 | $248K | Sell |
3,730
-570
| -13% | -$37.6K | 0.03% | 61 |
|
|
2015
Q1 | $277K | Hold |
4,300
| – | – | 0.03% | 57 |
|
|
2014
Q4 | $254K | Sell |
4,300
-349
| -8% | -$19.7K | 0.03% | 60 |
|
|
2014
Q3 | $238K | Buy |
4,649
+349
| +8% | +$17.4K | 0.03% | 60 |
|
|
2014
Q2 | $209K | Sell |
4,300
-200
| -4% | -$9.86K | 0.03% | 65 |
|
|
2014
Q1 | $234K | Sell |
4,500
-145
| -3% | -$7.72K | 0.03% | 63 |
|
|
2013
Q4 | $247K | Sell |
4,645
-89
| -2% | -$4.53K | 0.03% | 68 |
|
|
2013
Q3 | $219K | Sell |
4,734
-566
| -11% | -$24.8K | 0.03% | 64 |
|
|
2013
Q2 | $237K | Buy |
+5,300
| New | +$230K | 0.04% | 61 |
|
Other funds holding BMY
VCM
VPM
