Congress Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Congress Wealth Management's BMY Position: Q2 2025 in Review
Congress Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 33% in Q2 2025, buying an estimated $4.12M and bringing the position to 334,309 shares worth $15.5M. The position accounts for 0.15% of the portfolio, ranked #167.
Congress Wealth Management first reported a position in BMY in Q4 2021 and has held it in 15 quarters since. 2,297 funds tracked by Wall St. Rank hold BMY as of Q2 2025.
- Congress Wealth Management held 334,309 shares of Bristol-Myers Squibb worth $15.5M as of Q2 2025.
- Congress Wealth Management bought 83,835 Bristol-Myers Squibb shares in Q2 2025, an estimated $4.12M.
- Bristol-Myers Squibb made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #167 holding.
- Congress Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 15 quarters since.
- 2,297 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.