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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
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 		$4.67K 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 $6.73T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Wealth Partners's BMY Position: Q2 2026 in Review

Clark Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 717 shares worth $41.3K. 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 7 quarters since. The position peaked at $43.5K in Q1 2026. 2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Clark Wealth Partners held 717 shares of Bristol-Myers Squibb worth $41.3K as of Q2 2026.
  • Clark Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Clark Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Bristol-Myers Squibb position peaked at $43.5K in Q1 2026.
  • 2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.