HWAM
DSM

Hennion & Walsh Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Hennion & Walsh Asset Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.08M Buy
1,476,212
+689,844
+88% +$4.2M 0.26% 84
2026
Q1 		$4.73M Buy
786,368
+397,857
+102% +$2.43M 0.16% 159
2025
Q4 		$2.4M Sell
388,511
-240,507
-38% -$1.44M 0.08% 313
2025
Q3 		$3.72M Sell
629,018
-413,668
-40% -$2.35M 0.13% 195
2025
Q2 		$5.84M Sell
1,042,686
-92,323
-8% -$518K 0.24% 86
2025
Q1 		$6.55M Sell
1,135,009
-9,775
-0.9% -$57.6K 0.29% 64
2024
Q4 		$6.65M Sell
1,144,784
-9,067
-0.8% -$54.8K 0.3% 64
2024
Q3 		$7.19M Sell
1,153,851
-8,404
-0.7% -$51K 0.34% 53
2024
Q2 		$6.9M Buy
1,162,255
+113,782
+11% +$652K 0.35% 46
2024
Q1 		$6.14M Buy
1,048,473
+270,608
+35% +$1.56M 0.33% 54
2023
Q4 		$4.44M Buy
777,865
+233,977
+43% +$1.22M 0.25% 88
2023
Q3 		$2.7M Sell
543,888
-69,022
-11% -$379K 0.17% 158
2023
Q2 		$3.49M Sell
612,910
-89,914
-13% -$514K 0.21% 121
2023
Q1 		$4.22M Sell
702,824
-451,910
-39% -$2.64M 0.26% 97
2022
Q4 		$6.67M Sell
1,154,734
-710,131
-38% -$4.02M 0.41% 56
2022
Q3 		$10.6M Sell
1,864,865
-176,941
-9% -$1.12M 0.69% 21
2022
Q2 		$12.7M Sell
2,041,806
-563,394
-22% -$3.66M 0.79% 19
2022
Q1 		$18.4M Sell
2,605,200
-137,963
-5% -$1.03M 0.98% 11
2021
Q4 		$22.9M Buy
2,743,163
+354,368
+15% +$2.9M 1.13% 11
2021
Q3 		$19.1M Sell
2,388,795
-88,520
-4% -$739K 1% 11
2021
Q2 		$20.4M Buy
2,477,315
+202,144
+9% +$1.64M 1.09% 13
2021
Q1 		$17.8M Buy
+2,275,171
New +$17.8M 1.07% 12

Other funds holding DSM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Hennion & Walsh Asset Management's DSM Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 88% in Q2 2026, buying an estimated $4.2M and bringing the position to 1,476,212 shares worth $9.08M. The position accounts for 0.26% of the portfolio, ranked #84.

Hennion & Walsh Asset Management first reported a position in DSM in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.9M in Q4 2021. 20 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Hennion & Walsh Asset Management held 1,476,212 shares of BNY Mellon Strategic Municipal Bond Fund worth $9.08M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 689,844 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $4.2M.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.26% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #84 holding.
  • Hennion & Walsh Asset Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $22.9M in Q4 2021.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.