Dynamic Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Dynamic Wealth Strategies’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	$10.9K	Hold	190	–	–	0.01%	234
2026 Q1	$11.5K	Hold	190	–	–	0.01%	220
2025 Q4	$10.2K	Sell	190 -400	-68%	-$19.2K	0.01%	210
2025 Q3	$26.6K	Hold	590	–	–	0.02%	157
2025 Q2	$27.3K	Hold	590	–	–	0.02%	153
2025 Q1	$36K	Buy	+590	New	+$34.4K	0.03%	146
2024 Q4	–	Sell	-590	Closed	-$31K	–	85
2024 Q3	$31K	Hold	590	–	–	0.03%	159
2024 Q2	$25K	Hold	590	–	–	0.02%	149
2024 Q1	$32K	Hold	590	–	–	0.03%	141
2023 Q4	$30.3K	Buy	+590	New	+$31K	0.03%	133

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dynamic Wealth Strategies's BMY Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 190 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #234.

Dynamic Wealth Strategies first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $36K in Q1 2025. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Dynamic Wealth Strategies held 190 shares of Bristol-Myers Squibb worth $10.9K as of Q2 2026.
Dynamic Wealth Strategies left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #234 holding.
Dynamic Wealth Strategies first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Bristol-Myers Squibb position peaked at $36K in Q1 2025.
2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.