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

Dogwood 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 Q2	$34.4K	Sell	597 -97	-14%	-$5.57K	0.01%	189
2026 Q1	$42.1K	Buy	694 +252	+57%	+$14.7K	0.02%	161
2025 Q4	$23.8K	Buy	442 +6	+1%	+$289	0.01%	182
2025 Q3	$19.7K	Buy	436 +108	+33%	+$5.04K	0.01%	188
2025 Q2	$15.4K	Buy	328 +25	+8%	+$1.23K	0.01%	208
2025 Q1	$18.5K	Buy	303 +64	+27%	+$3.73K	0.01%	162
2024 Q4	$13.5K	Buy	239 +2	+0.8%	+$112	0.01%	177
2024 Q3	$12.3K	Buy	237 +3	+1%	+$141	0.01%	155
2024 Q2	$9.73K	Buy	234 +3	+1%	+$134	0.01%	175
2024 Q1	$12.5K	Buy	231 +3	+1%	+$153	0.01%	176
2023 Q4	$11.7K	Buy	+228	New	+$12K	0.01%	161

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dogwood Wealth Management's BMY Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $5.57K and leaving 597 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Dogwood Wealth Management first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.1K in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Dogwood Wealth Management held 597 shares of Bristol-Myers Squibb worth $34.4K as of Q2 2026.
Dogwood Wealth Management sold 97 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.57K.
Bristol-Myers Squibb made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #189 holding.
Dogwood Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Bristol-Myers Squibb position peaked at $42.1K in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.