Morton Community Bank’s Bristol-Myers Squibb BMY Stock Holding History

Morton Community 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
2024 Q2	–	Sell	-46,075	Closed	-$2.5M	–	110
2024 Q1	$2.5M	Buy	46,075 +440	+1%	+$22.4K	0.72%	85
2023 Q4	$2.34M	Buy	+45,635	New	+$2.4M	0.77%	81

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 $3.37T AUM 44.26% 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

Morton Community Bank's BMY Position: Q2 2024 in Review

Morton Community Bank sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 46,075 shares — an estimated $2.5M sold.

Morton Community Bank first reported a position in BMY in Q4 2023 and held it in 2 quarters. The position peaked at $2.5M in Q1 2024. 2,153 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Morton Community Bank reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Morton Community Bank sold 46,075 Bristol-Myers Squibb shares in Q2 2024, an estimated $2.5M.
Morton Community Bank first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 2 quarters.
Morton Community Bank's Bristol-Myers Squibb position peaked at $2.5M in Q1 2024.
2,153 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Morton Community Bank's 13F filing for Q2 2024, filed 6 Aug 2024.