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SummitTX Capital’s Bristol-Myers Squibb BMY Stock Holding History

SummitTX Capital’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 		$2.55M Sell
44,239
-95,431
-68% -$5.48M 0.07% 304
2026
Q1 		$8.47M Buy
139,670
+89,097
+176% +$5.19M 0.26% 83
2025
Q4 		$2.73M Sell
50,573
-5,249
-9% -$253K 0.08% 258
2025
Q3 		$2.52M Sell
55,822
-5,016
-8% -$234K 0.1% 212
2025
Q2 		$2.82M Sell
60,838
-1,787
-3% -$87.7K 0.12% 196
2025
Q1 		$3.82M Buy
+62,625
New +$3.65M 0.16% 147

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

SummitTX Capital's BMY Position: Q2 2026 in Review

SummitTX Capital reduced its Bristol-Myers Squibb (BMY) stake by 68% in Q2 2026, selling an estimated $5.48M and leaving 44,239 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #304.

SummitTX Capital first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.47M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • SummitTX Capital held 44,239 shares of Bristol-Myers Squibb worth $2.55M as of Q2 2026.
  • SummitTX Capital sold 95,431 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.48M.
  • Bristol-Myers Squibb made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #304 holding.
  • SummitTX Capital first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Bristol-Myers Squibb position peaked at $8.47M in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.