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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

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.