KIM
DSM

Karpus Investment Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Karpus Investment 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 		$5.76M Sell
936,572
-3,600
-0.4% -$21.9K 0.17% 121
2026
Q1 		$5.65M Sell
940,172
-11,100
-1% -$67.8K 0.18% 121
2025
Q4 		$5.87M Buy
951,272
+90,963
+11% +$544K 0.18% 119
2025
Q3 		$5.09M Buy
860,309
+3,906
+0.5% +$22.2K 0.16% 106
2025
Q2 		$4.8M Buy
856,403
+830,610
+3,220% +$4.66M 0.15% 120
2025
Q1 		$149K Hold
25,793
– – ﹤0.01% 201
2024
Q4 		$150K Hold
25,793
– – ﹤0.01% 204
2024
Q3 		$161K Hold
25,793
– – ﹤0.01% 217
2024
Q2 		$153K Hold
25,793
– – ﹤0.01% 227
2024
Q1 		$151K Hold
25,793
– – ﹤0.01% 237
2023
Q4 		$147K Hold
25,793
– – ﹤0.01% 253
2023
Q3 		$128K Hold
25,793
– – ﹤0.01% 270
2023
Q2 		$147K Hold
25,793
– – ﹤0.01% 309
2023
Q1 		$155K Hold
25,793
– – ﹤0.01% 362
2022
Q4 		$149K Buy
+25,793
New +$146K 0.01% 424
2020
Q2 		– Sell
-10,741
Closed -$77K – 208
2020
Q1 		$77K Buy
+10,741
New +$83.5K ﹤0.01% 221

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Karpus Investment Management's DSM Position: Q2 2026 in Review

Karpus Investment Management reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 0.38% in Q2 2026, selling an estimated $21.9K and leaving 936,572 shares worth $5.76M. The position accounts for 0.17% of the portfolio, ranked #121.

Karpus Investment Management first reported a position in DSM in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.87M in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Karpus Investment Management held 936,572 shares of BNY Mellon Strategic Municipal Bond Fund worth $5.76M as of Q2 2026.
  • Karpus Investment Management sold 3,600 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $21.9K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.17% of Karpus Investment Management's portfolio in Q2 2026, its #121 holding.
  • Karpus Investment Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2020 and has held it in 16 quarters since.
  • Karpus Investment Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $5.87M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.