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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummitTX Capital's BMY Position: Q1 2026 in Review

SummitTX Capital increased its Bristol-Myers Squibb (BMY) stake by 176% in Q1 2026, buying an estimated $5.19M and bringing the position to 139,670 shares worth $8.47M. The position accounts for 0.26% of the portfolio, ranked #83.

SummitTX Capital first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • SummitTX Capital held 139,670 shares of Bristol-Myers Squibb worth $8.47M as of Q1 2026.
  • SummitTX Capital bought 89,097 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.19M.
  • Bristol-Myers Squibb made up 0.26% of SummitTX Capital's portfolio in Q1 2026, its #83 holding.
  • SummitTX Capital first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.