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Park Square Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Park Square Financial 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
Q1 		– Sell
-325
Closed -$18.4K – 254
2025
Q4 		$18.4K Buy
+325
New +$15.6K 0.11% 94
2025
Q3 		– Sell
-134
Closed -$6.2K – 341
2025
Q2 		$6.2K Sell
134
-287
-68% -$14.1K ﹤0.01% 694
2025
Q1 		$25.7K Sell
421
-38
-8% -$2.21K 0.02% 373
2024
Q4 		$26K Buy
+459
New +$25.6K 0.02% 374

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's BMY Position: Q1 2026 in Review

Park Square Financial Group sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 325 shares — an estimated $18.4K sold.

Park Square Financial Group first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $26K in Q4 2024. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Park Square Financial Group reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 325 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.4K.
  • Park Square Financial Group first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's Bristol-Myers Squibb position peaked at $26K in Q4 2024.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.