Country Club Bank’s Bristol-Myers Squibb BMY Stock Holding History

Country Club Bank’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
2025 Q2	–	Sell	-4,438	Closed	-$266K	–	323
2025 Q1	$266K	Sell	4,438 -653	-13%	-$38.1K	0.02%	295
2024 Q4	$285K	Sell	5,091 -430	-8%	-$24K	0.02%	295
2024 Q3	$281K	Sell	5,521 -30,948	-85%	-$1.45M	0.02%	287
2024 Q2	$1.51M	Buy	36,469 +608	+2%	+$27.2K	0.11%	164
2024 Q1	$1.94M	Sell	35,861 -653	-2%	-$33.3K	0.14%	138
2023 Q4	$1.87M	Sell	36,514 -2,825	-7%	-$148K	0.14%	140
2023 Q3	$2.29M	Sell	39,339 -1,905	-5%	-$117K	0.19%	124
2023 Q2	$2.64M	Sell	41,244 -810	-2%	-$54.3K	0.21%	118
2023 Q1	$2.87M	Sell	42,054 -1,604	-4%	-$113K	0.24%	103
2022 Q4	$3.14M	Sell	43,658 -1,310	-3%	-$98.8K	0.27%	94
2022 Q3	$3.23M	Sell	44,968 -389	-0.9%	-$28.2K	0.31%	90
2022 Q2	$3.55M	Sell	45,357 -846	-2%	-$64.4K	0.33%	86
2022 Q1	$3.41M	Buy	+46,203	New	+$3.1M	0.3%	84

Other funds holding BMY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Country Club Bank's BMY Position: Q2 2025 in Review

Country Club Bank sold out of Bristol-Myers Squibb (BMY) in Q2 2025, closing a stake of 4,438 shares — an estimated $266K sold.

Country Club Bank first reported a position in BMY in Q1 2022 and held it in 13 quarters. The position peaked at $3.55M in Q2 2022. 2,293 funds tracked by Wall St. Rank hold BMY as of Q2 2025.

Country Club Bank reported no remaining Bristol-Myers Squibb position as of Q2 2025 after selling out during the quarter.
Country Club Bank sold 4,438 Bristol-Myers Squibb shares in Q2 2025, an estimated $266K.
Country Club Bank first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 13 quarters.
Country Club Bank's Bristol-Myers Squibb position peaked at $3.55M in Q2 2022.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2025.

Based on Country Club Bank's 13F filing for Q2 2025, filed 23 Jul 2025.