Position in BMY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,429,436
+$64,326 QoQ
Shares Held
24,808
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#974
of 2,506 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Stone Summit Wealth LLC holds $13,570,520 across 6 Drug Manufacturers - General names. BMY ranks #4 (10.5% of the industry book) .
All Filings in BMY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,436 | 24,808 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,365,110 | 22,508 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $652,674 | 12,100 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $289,542 | 6,420 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $366,616 | 7,920 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $483,040 | 7,920 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $447,955 | 7,920 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $436,685 | 8,440 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $383,737 | 9,240 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $539,046 | 9,940 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $510,021 | 9,940 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $632,055 | 10,890 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $698,014 | 10,915 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $766,915 | 11,065 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $804,760 | 11,185 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $795,426 | 11,189 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $865,095 | 11,235 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $680,201 | 9,314 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||