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Dakota Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Dakota Wealth 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
Q1 		$2.42M Sell
39,833
-4,482
-10% -$261K 0.05% 256
2025
Q4 		$2.39M Sell
44,315
-5,904
-12% -$284K 0.04% 262
2025
Q3 		$2.26M Sell
50,219
-9,659
-16% -$451K 0.05% 238
2025
Q2 		$2.77M Sell
59,878
-218,671
-79% -$10.7M 0.06% 222
2025
Q1 		$17M Buy
278,549
+18,256
+7% +$1.06M 0.4% 51
2024
Q4 		$14.7M Buy
260,293
+205,772
+377% +$11.5M 0.34% 62
2024
Q3 		$2.82M Sell
54,521
-1,644
-3% -$77.1K 0.06% 230
2024
Q2 		$2.33M Buy
56,165
+9,748
+21% +$436K 0.05% 242
2024
Q1 		$2.52M Buy
46,417
+27,158
+141% +$1.38M 0.06% 236
2023
Q4 		$988K Sell
19,259
-4,561
-19% -$239K 0.04% 312
2023
Q3 		$1.38M Sell
23,820
-3,418
-13% -$209K 0.06% 245
2023
Q2 		$1.74M Buy
27,238
+713
+3% +$47.8K 0.08% 199
2023
Q1 		$1.84M Sell
26,525
-5,375
-17% -$379K 0.12% 161
2022
Q4 		$2.3M Sell
31,900
-8,734
-21% -$659K 0.16% 139
2022
Q3 		$2.89M Buy
40,634
+19,225
+90% +$1.39M 0.23% 104
2022
Q2 		$1.65M Buy
21,409
+16,869
+372% +$1.28M 0.15% 145
2022
Q1 		$332K Buy
+4,540
New +$305K 0.03% 347
2021
Q2 		– Sell
-11,387
Closed -$719K – 336
2021
Q1 		$719K Sell
11,387
-318
-3% -$19.8K 0.09% 175
2020
Q4 		$726K Buy
+11,705
New +$720K 0.09% 177
2019
Q1 		– Sell
-5,570
Closed -$339K – 304
2018
Q4 		$339K Sell
5,570
-201
-3% -$10.8K 0.08% 203
2018
Q3 		$359K Buy
5,771
+356
+7% +$21.1K 0.08% 190
2018
Q2 		$299K Buy
+5,415
New +$292K 0.08% 166

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

Dakota Wealth Management's BMY Position: Q1 2026 in Review

Dakota Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, selling an estimated $261K and leaving 39,833 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #256.

Dakota Wealth Management first reported a position in BMY in Q2 2018 and has held it in 22 quarters since. The position peaked at $17M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Dakota Wealth Management held 39,833 shares of Bristol-Myers Squibb worth $2.42M as of Q1 2026.
  • Dakota Wealth Management sold 4,482 Bristol-Myers Squibb shares in Q1 2026, an estimated $261K.
  • Bristol-Myers Squibb made up 0.05% of Dakota Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Dakota Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 22 quarters since.
  • Dakota Wealth Management's Bristol-Myers Squibb position peaked at $17M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.