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Clark Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Clark Asset Management’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
Q2 		$215K Buy
3,726
+309
+9% +$17.7K 0.02% 282
2026
Q1 		$207K Buy
+3,417
New +$199K 0.02% 257

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Clark Asset Management's BMY Position: Q2 2026 in Review

Clark Asset Management increased its Bristol-Myers Squibb (BMY) stake by 9% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,726 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #282.

Clark Asset Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 812 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Clark Asset Management held 3,726 shares of Bristol-Myers Squibb worth $215K as of Q2 2026.
  • Clark Asset Management bought 309 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.7K.
  • Bristol-Myers Squibb made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #282 holding.
  • Clark Asset Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 812 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.