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

Daymark 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 		$4.9M Sell
85,038
-6,125
-7% -$352K 0.12% 138
2026
Q1 		$5.53M Buy
91,163
+10,616
+13% +$619K 0.17% 106
2025
Q4 		$4.34M Buy
80,547
+3,532
+5% +$170K 0.14% 124
2025
Q3 		$3.47M Sell
77,015
-1,433
-2% -$66.9K 0.12% 144
2025
Q2 		$3.63M Buy
78,448
+763
+1% +$37.5K 0.14% 130
2025
Q1 		$4.74M Sell
77,685
-279
-0.4% -$16.3K 0.2% 100
2024
Q4 		$4.41M Buy
77,964
+614
+0.8% +$34.3K 0.19% 101
2024
Q3 		$4M Sell
77,350
-461
-0.6% -$21.6K 0.17% 110
2024
Q2 		$3.23M Sell
77,811
-1,712
-2% -$76.6K 0.15% 121
2024
Q1 		$4.31M Buy
79,523
+5,604
+8% +$285K 0.23% 91
2023
Q4 		$3.79M Buy
73,919
+57
+0.1% +$2.99K 0.23% 90
2023
Q3 		$4.29M Buy
73,862
+19,028
+35% +$1.17M 0.3% 78
2023
Q2 		$3.51M Buy
54,834
+33,627
+159% +$2.25M 0.26% 87
2023
Q1 		$1.47M Buy
21,207
+262
+1% +$18.5K 0.2% 98
2022
Q4 		$1.51M Buy
+20,945
New +$1.58M 0.27% 75

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Daymark Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 6.7% in Q2 2026, selling an estimated $352K and leaving 85,038 shares worth $4.9M. The position accounts for 0.12% of the portfolio, ranked #138.

Daymark Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.53M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Daymark Wealth Partners held 85,038 shares of Bristol-Myers Squibb worth $4.9M as of Q2 2026.
  • Daymark Wealth Partners sold 6,125 Bristol-Myers Squibb shares in Q2 2026, an estimated $352K.
  • Bristol-Myers Squibb made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Daymark Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Bristol-Myers Squibb position peaked at $5.53M in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.