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Clark Financial Services Group’s Bristol-Myers Squibb BMY Stock Holding History

Clark Financial Services 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
-8,215
Closed -$436K – 114
2025
Q4 		$436K Sell
8,215
-697
-8% -$33.5K 0.23% 68
2025
Q3 		$402K Buy
8,912
+578
+7% +$27K 0.21% 75
2025
Q2 		$386K Buy
8,334
+86
+1% +$4.22K 0.24% 59
2025
Q1 		$503K Buy
8,248
+2,253
+38% +$131K 0.35% 32
2024
Q4 		$339K Sell
5,995
-55
-0.9% -$3.07K 0.26% 53
2024
Q3 		$313K Sell
6,050
-35
-0.6% -$1.64K 0.28% 48
2024
Q2 		$253K Sell
6,085
-12
-0.2% -$537 0.27% 47
2024
Q1 		$330K Sell
6,097
-168
-3% -$8.56K 0.4% 37
2023
Q4 		$321K Sell
6,265
-33
-0.5% -$1.73K 0.41% 36
2023
Q3 		$366K Sell
6,298
-99
-2% -$6.07K 0.5% 33
2023
Q2 		$409K Sell
6,397
-5
-0.1% -$335 0.55% 29
2023
Q1 		$444K Buy
6,402
+78
+1% +$5.5K 0.66% 26
2022
Q4 		$455K Buy
6,324
+72
+1% +$5.43K 0.52% 23
2022
Q3 		$444K Buy
+6,252
New +$454K 0.47% 30
2022
Q1 		$455K Buy
6,219
+106
+2% +$7.12K 0.33% 35
2021
Q4 		$381K Sell
6,113
-136
-2% -$7.98K 0.26% 48
2021
Q3 		$369K Buy
6,249
+1,408
+29% +$92.7K 0.28% 51
2021
Q2 		$323K Buy
4,841
+188
+4% +$12.3K 0.25% 54
2021
Q1 		$294K Buy
+4,653
New +$289K 0.25% 54
2020
Q2 		$481K Buy
+6,237
New +$373K 0.74% 24

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Financial Services Group's BMY Position: Q1 2026 in Review

Clark Financial Services Group sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 8,215 shares — an estimated $436K sold.

Clark Financial Services Group first reported a position in BMY in Q2 2020 and held it in 20 quarters. The position peaked at $503K in Q1 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Clark Financial Services Group reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 8,215 Bristol-Myers Squibb shares in Q1 2026, an estimated $436K.
  • Clark Financial Services Group first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 20 quarters.
  • Clark Financial Services Group's Bristol-Myers Squibb position peaked at $503K in Q1 2025.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.