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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
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 $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

Daymark Wealth Partners's BMY Position: Q1 2026 in Review

Daymark Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $619K and bringing the position to 91,163 shares worth $5.53M. The position accounts for 0.17% of the portfolio, ranked #106.

Daymark Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Daymark Wealth Partners held 91,163 shares of Bristol-Myers Squibb worth $5.53M as of Q1 2026.
  • Daymark Wealth Partners bought 10,616 Bristol-Myers Squibb shares in Q1 2026, an estimated $619K.
  • Bristol-Myers Squibb made up 0.17% of Daymark Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Daymark Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.