Dynamic Advisor Solutions
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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
2020
Q3 		– Sell
-200
Closed -$1K – 623
2020
Q2 		$1K Buy
+200
New +$12K ﹤0.01% 547

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KBC Group
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Dynamic Advisor Solutions's BMY Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q3 2026, buying an estimated $38.4K and bringing the position to 25,770 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #361.

Dynamic Advisor Solutions first reported a position in BMY in Q4 2014 and has held it in 48 quarters since. The position peaked at $2.81M in Q2 2021. 694 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Dynamic Advisor Solutions held 25,770 shares of Bristol-Myers Squibb worth $1.61M as of Q3 2026.
  • Dynamic Advisor Solutions bought 608 Bristol-Myers Squibb shares in Q3 2026, an estimated $38.4K.
  • Bristol-Myers Squibb made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #361 holding.
  • Dynamic Advisor Solutions first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 48 quarters since.
  • Dynamic Advisor Solutions's Bristol-Myers Squibb position peaked at $2.81M in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.