CAG
BMY icon

Csenge Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Csenge Advisory Group’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
Q3 		– Sell
-5,395
Closed -$260K – 692
2025
Q2 		$260K Sell
5,395
-3,297
-38% -$162K 0.01% 584
2025
Q1 		$428K Sell
8,692
-1,187
-12% -$69.2K 0.02% 434
2024
Q4 		$559K Sell
9,879
-90
-0.9% -$5.03K 0.03% 397
2024
Q3 		$520K Buy
+9,969
New +$468K 0.03% 409
2024
Q2 		– Sell
-9,484
Closed -$514K – 674
2024
Q1 		$514K Buy
9,484
+1,018
+12% +$51.9K 0.03% 423
2023
Q4 		$434K Sell
8,466
-2,676
-24% -$140K 0.03% 435
2023
Q3 		$647K Sell
11,142
-251
-2% -$15.4K 0.04% 305
2023
Q2 		$729K Buy
11,393
+794
+7% +$53.2K 0.05% 283
2023
Q1 		$735K Buy
10,599
+2,988
+39% +$211K 0.05% 265
2022
Q4 		$548K Buy
7,611
+197
+3% +$14.9K 0.04% 326
2022
Q3 		$527K Sell
7,414
-2,192
-23% -$159K 0.04% 327
2022
Q2 		$740K Buy
9,606
+1,172
+14% +$89.3K 0.06% 267
2022
Q1 		$616K Sell
8,434
-1,604
-16% -$108K 0.05% 326
2021
Q4 		$668K Buy
10,038
+4,851
+94% +$285K 0.06% 275
2021
Q3 		$309K Sell
5,187
-4,851
-48% -$319K 0.03% 462
2021
Q2 		$668K Sell
10,038
-2,083
-17% -$136K 0.06% 276
2021
Q1 		$759K Sell
12,121
-609
-5% -$37.9K 0.08% 192
2020
Q4 		$790K Sell
12,730
-1,029
-7% -$63.3K 0.09% 161
2020
Q3 		$794K Sell
13,759
-2,139
-13% -$129K 0.11% 157
2020
Q2 		$935K Sell
15,898
-578
-4% -$34.6K 0.13% 122
2020
Q1 		$918K Sell
16,476
-419
-2% -$25.6K 0.24% 90
2019
Q4 		$1.08M Buy
16,895
+5,626
+50% +$322K 0.28% 75
2019
Q3 		$572K Sell
11,269
-4,839
-30% -$227K 0.16% 126
2019
Q2 		$742K Sell
16,108
-1,107
-6% -$51.6K 0.25% 71
2019
Q1 		$821K Buy
17,215
+6,401
+59% +$319K 0.28% 67
2018
Q4 		$562K Buy
10,814
+1,789
+20% +$96.1K 0.21% 89
2018
Q3 		$474K Buy
+9,025
New +$536K 0.18% 89

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Csenge Advisory Group's BMY Position: Q3 2025 in Review

Csenge Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q3 2025, closing a stake of 5,395 shares — an estimated $260K sold.

Csenge Advisory Group first reported a position in BMY in Q3 2018 and held it in 27 quarters. The position peaked at $1.08M in Q4 2019. 2,274 funds tracked by Wall St. Rank hold BMY as of Q3 2025.

  • Csenge Advisory Group reported no remaining Bristol-Myers Squibb position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 5,395 Bristol-Myers Squibb shares in Q3 2025, an estimated $260K.
  • Csenge Advisory Group first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 27 quarters.
  • Csenge Advisory Group's Bristol-Myers Squibb position peaked at $1.08M in Q4 2019.
  • 2,274 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.