Clark Wealth Partners
BMY icon

Clark Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Clark Wealth Partners’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 		$47.1K Buy
755
+38
+5% +$2.4K 0.02% 128
2026
Q2 		$41.3K Hold
717
– – 0.02% 128
2026
Q1 		$43.5K Hold
717
– – 0.03% 112
2025
Q4 		$38.7K Hold
717
– – 0.02% 119
2025
Q3 		$38.7K Buy
717
+616
+610% +$28.8K 0.02% 119
2025
Q2 		$4.68K Sell
101
-6
-6% -$295 ﹤0.01% 292
2025
Q1 		$6.53K Sell
107
-33
-24% -$1.92K ﹤0.01% 248
2024
Q4 		$7.92K Buy
+140
New +$7.82K 0.01% 190

Other funds holding BMY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Clark Wealth Partners's BMY Position: Q3 2026 in Review

Clark Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 5.3% in Q3 2026, buying an estimated $2.4K and bringing the position to 755 shares worth $47.1K. The position accounts for 0.02% of the portfolio, ranked #128.

Clark Wealth Partners first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Clark Wealth Partners held 755 shares of Bristol-Myers Squibb worth $47.1K as of Q3 2026.
  • Clark Wealth Partners bought 38 Bristol-Myers Squibb shares in Q3 2026, an estimated $2.4K.
  • Bristol-Myers Squibb made up 0.02% of Clark Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Clark Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
  • 2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.