Daymark Wealth Partners
BMY icon

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
Q3 		$5.17M Sell
82,906
-2,132
-3% -$135K 0.12% 143
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Daymark Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q3 2026, selling an estimated $135K and leaving 82,906 shares worth $5.17M. The position accounts for 0.12% of the portfolio, ranked #143.

Daymark Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.53M in Q1 2026. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Daymark Wealth Partners held 82,906 shares of Bristol-Myers Squibb worth $5.17M as of Q3 2026.
  • Daymark Wealth Partners sold 2,132 Bristol-Myers Squibb shares in Q3 2026, an estimated $135K.
  • Bristol-Myers Squibb made up 0.12% of Daymark Wealth Partners's portfolio in Q3 2026, its #143 holding.
  • Daymark Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Bristol-Myers Squibb position peaked at $5.53M in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.