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Dynamic Advisor Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Dynamic Advisor 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
Q2 		$1.45M Sell
25,162
-456
-2% -$26.2K 0.04% 402
2026
Q1 		$1.55M Buy
25,618
+424
+2% +$24.7K 0.05% 366
2025
Q4 		$1.36M Sell
25,194
-5,568
-18% -$268K 0.04% 390
2025
Q3 		$1.39M Buy
30,762
+482
+2% +$22.5K 0.04% 401
2025
Q2 		$1.4M Sell
30,280
-211
-0.7% -$10.4K 0.04% 373
2025
Q1 		$1.86M Buy
30,491
+11,437
+60% +$667K 0.06% 294
2024
Q4 		$1.08M Sell
19,054
-11,419
-37% -$638K 0.05% 301
2024
Q3 		$1.58M Sell
30,473
-247
-0.8% -$11.6K 0.05% 343
2024
Q2 		$1.28M Sell
30,720
-3,603
-10% -$161K 0.04% 394
2024
Q1 		$1.86M Sell
34,323
-1,501
-4% -$76.5K 0.06% 308
2023
Q4 		$1.87M Sell
35,824
-1,122
-3% -$58.9K 0.07% 294
2023
Q3 		$2.14M Buy
36,946
+3,893
+12% +$239K 0.1% 226
2023
Q2 		$2.11M Sell
33,053
-559
-2% -$37.5K 0.11% 210
2023
Q1 		$2.33M Sell
33,612
-5,124
-13% -$361K 0.14% 191
2022
Q4 		$2.79M Buy
38,736
+10,363
+37% +$781K 0.19% 133
2022
Q3 		$2.02M Buy
28,373
+6,251
+28% +$453K 0.15% 151
2022
Q2 		$1.7M Buy
22,122
+943
+4% +$71.8K 0.13% 177
2022
Q1 		$1.55M Buy
21,179
+3,336
+19% +$224K 0.11% 198
2021
Q4 		$1.11M Sell
17,843
-22,172
-55% -$1.3M 0.08% 253
2021
Q3 		$2.37M Sell
40,015
-1,973
-5% -$130K 0.18% 140
2021
Q2 		$2.81M Sell
41,988
-1,770
-4% -$115K 0.22% 113
2021
Q1 		$2.76M Buy
43,758
+18,560
+74% +$1.15M 0.26% 100
2020
Q4 		$1.56M Buy
25,198
+3,906
+18% +$240K 0.15% 168
2020
Q3 		$1.28M Buy
21,292
+1,386
+7% +$83.4K 0.15% 170
2020
Q2 		$1.17M Buy
19,906
+1,130
+6% +$67.6K 0.16% 160
2020
Q1 		$1.05M Sell
18,776
-11,471
-38% -$701K 0.19% 147
2019
Q4 		$1.94M Buy
30,247
+1,617
+6% +$92.6K 0.26% 100
2019
Q3 		$1.45M Sell
28,630
-11,283
-28% -$530K 0.23% 120
2019
Q2 		$1.81M Buy
39,913
+17,163
+75% +$799K 0.29% 92
2019
Q1 		$1.08M Buy
22,750
+235
+1% +$11.7K 0.2% 126
2018
Q4 		$1.1M Sell
22,515
-598
-3% -$32.1K 0.23% 117
2018
Q3 		$1.44M Sell
23,113
-55
-0.2% -$3.26K 0.3% 104
2018
Q2 		$1.28M Buy
23,168
+2,721
+13% +$147K 0.29% 102
2018
Q1 		$1.29M Buy
20,447
+3,724
+22% +$240K 0.33% 93
2017
Q4 		$1.02M Buy
16,723
+2
+0% +$125 0.34% 101
2017
Q3 		$1.07M Sell
16,721
-644
-4% -$37.6K 0.42% 80
2017
Q2 		$968K Buy
17,365
+9,690
+126% +$527K 0.37% 84
2017
Q1 		$417K Sell
7,675
-16,778
-69% -$920K 0.16% 149
2016
Q4 		$1.43M Sell
24,453
-1,278
-5% -$69.9K 0.57% 50
2016
Q3 		$1.39M Buy
25,731
+6,237
+32% +$401K 0.53% 56
2016
Q2 		$1.43M Buy
19,494
+10,299
+112% +$728K 0.58% 52
2016
Q1 		$587K Buy
9,195
+169
+2% +$10.7K 0.25% 103
2015
Q4 		$621K Buy
9,026
+63
+0.7% +$4.16K 0.26% 102
2015
Q3 		$531K Buy
8,963
+975
+12% +$61.9K 0.27% 92
2015
Q2 		$532K Buy
7,988
+581
+8% +$38.3K 0.31% 88
2015
Q1 		$478K Buy
7,407
+313
+4% +$19.6K 0.24% 120
2014
Q4 		$419K Buy
+7,094
New +$400K 0.22% 131

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Dynamic Advisor Solutions's BMY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, selling an estimated $26.2K and leaving 25,162 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #402.

Dynamic Advisor Solutions first reported a position in BMY in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.81M in Q2 2021. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Dynamic Advisor Solutions held 25,162 shares of Bristol-Myers Squibb worth $1.45M as of Q2 2026.
  • Dynamic Advisor Solutions sold 456 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.2K.
  • Bristol-Myers Squibb made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #402 holding.
  • Dynamic Advisor Solutions first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 47 quarters since.
  • Dynamic Advisor Solutions's Bristol-Myers Squibb position peaked at $2.81M in Q2 2021.
  • 440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.