Congress Park Capital’s Bristol-Myers Squibb BMY Stock Holding History

Congress Park 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
2024 Q2	–	Sell	-4,750	Closed	-$258K	–	118
2024 Q1	$258K	Buy	+4,750	New	+$242K	0.11%	100
2022 Q3	–	Sell	-2,750	Closed	-$212K	–	133
2022 Q2	$212K	Sell	2,750 -250	-8%	-$19K	0.13%	120
2022 Q1	$219K	Buy	+3,000	New	+$201K	0.11%	132
2021 Q2	–	Sell	-3,650	Closed	-$230K	–	139
2021 Q1	$230K	Hold	3,650	–	–	0.13%	113
2020 Q4	$226K	Buy	3,650 +150	+4%	+$9.22K	0.13%	105
2020 Q3	$211K	Buy	+3,500	New	+$211K	0.13%	89
2020 Q1	–	Sell	-6,988	Closed	-$449K	–	90
2019 Q4	$449K	Buy	+6,988	New	+$400K	0.33%	62

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Park Capital's BMY Position: Q2 2024 in Review

Congress Park Capital sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,750 shares — an estimated $258K sold.

Congress Park Capital first reported a position in BMY in Q4 2019 and held it in 7 quarters. The position peaked at $449K in Q4 2019. 2,154 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Congress Park Capital reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Congress Park Capital sold 4,750 Bristol-Myers Squibb shares in Q2 2024, an estimated $258K.
Congress Park Capital first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 7 quarters.
Congress Park Capital's Bristol-Myers Squibb position peaked at $449K in Q4 2019.
2,154 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Congress Park Capital's 13F filing for Q2 2024, filed 12 Jul 2024.