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
2026 Q3	$215K	Buy	+3,446	New	+$218K	0.01%	698
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%	90

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Csenge Advisory Group's BMY Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in Bristol-Myers Squibb (BMY) in Q3 2026: 3,446 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in BMY as recently as Q2 2025.

Csenge Advisory Group first reported a position in BMY in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.08M in Q4 2019. 1,644 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Csenge Advisory Group held 3,446 shares of Bristol-Myers Squibb worth $215K as of Q3 2026.
Bristol-Myers Squibb was a new Csenge Advisory Group position in Q3 2026.
Bristol-Myers Squibb made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #698 holding.
Csenge Advisory Group first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 28 quarters since.
Csenge Advisory Group's Bristol-Myers Squibb position peaked at $1.08M in Q4 2019.
1,644 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.