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

Dominguez Wealth Management Solutions’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 		$1.48M Buy
23,777
+1
+0% +$63 0.82% 26
2026
Q2 		$1.37M Buy
23,776
+848
+4% +$48.7K 0.75% 25
2026
Q1 		$1.39M Buy
22,928
+524
+2% +$30.5K 0.84% 23
2025
Q4 		$1.21M Buy
22,404
+185
+0.8% +$8.9K 0.74% 26
2025
Q3 		$1M Buy
22,219
+270
+1% +$12.6K 0.63% 29
2025
Q2 		$1.02M Buy
21,949
+496
+2% +$24.3K 0.71% 28
2025
Q1 		$1.31M Buy
21,453
+489
+2% +$28.5K 0.96% 22
2024
Q4 		$1.19M Buy
20,964
+122
+0.6% +$6.82K 0.87% 25
2024
Q3 		$1.08M Sell
20,842
-1,398
-6% -$65.6K 0.78% 28
2024
Q2 		$924K Buy
22,240
+1,250
+6% +$55.9K 0.7% 28
2024
Q1 		$1.14M Buy
20,990
+1,181
+6% +$60.2K 0.9% 25
2023
Q4 		$1.02M Sell
19,809
-10,414
-34% -$547K 0.84% 25
2023
Q3 		$1.75M Sell
30,223
-58
-0.2% -$3.55K 1.62% 15
2023
Q2 		$1.94M Buy
30,281
+1,031
+4% +$69.1K 1.69% 14
2023
Q1 		$2.03M Buy
29,250
+1,495
+5% +$105K 1.86% 14
2022
Q4 		$2M Buy
+27,755
New +$2.09M 1.98% 14

Other funds holding BMY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Dominguez Wealth Management Solutions's BMY Position: Q3 2026 in Review

Dominguez Wealth Management Solutions increased its Bristol-Myers Squibb (BMY) stake by 0% in Q3 2026, buying an estimated $63 and bringing the position to 23,777 shares worth $1.48M. The position accounts for 0.82% of the portfolio, ranked #26.

Dominguez Wealth Management Solutions first reported a position in BMY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.03M in Q1 2023. 129 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Dominguez Wealth Management Solutions held 23,777 shares of Bristol-Myers Squibb worth $1.48M as of Q3 2026.
  • Dominguez Wealth Management Solutions bought 1 Bristol-Myers Squibb share in Q3 2026, an estimated $63.
  • Bristol-Myers Squibb made up 0.82% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #26 holding.
  • Dominguez Wealth Management Solutions first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 16 quarters since.
  • Dominguez Wealth Management Solutions's Bristol-Myers Squibb position peaked at $2.03M in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.