Opes Wealth Management LLC
- SEC CIK
- 0001766918
- Latest filing
- Apr 29, 2026
BMY holding history
Bristol Myers Squibb Co in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BMY overviewAll 13F holders of BMYFull Q1 2026 holdings
- Shares (Q1 2026)
- 18,469
- Value
- $1.12M
- % of portfolio
- 0.2%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 18,469 | $1.12M | 0.2% | +16+0.1% | Added | Holders |
| Q4 2025 | 18,453 | $995.4K | 0.2% | −221−1.2% | Reduced | Holders |
| Q3 2025 | 18,674 | $842.2K | 0.1% | −778−4.0% | Reduced | Holders |
| Q2 2025 | 19,452 | $900.4K | 0.2% | −939−4.6% | Reduced | Holders |
| Q1 2025 | 20,391 | $1.24M | 0.3% | −10.0% | Reduced | Holders |
| Q4 2024 | 20,392 | $1.15M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 20,392 | $1.06M | 0.2% | −141−0.7% | Reduced | Holders |
| Q2 2024 | 20,533 | $852.7K | 0.2% | +113+0.6% | Added | Holders |
| Q1 2024 | 20,420 | $1.11M | 0.3% | −197−1.0% | Reduced | Holders |
| Q4 2023 | 20,617 | $1.06M | 0.3% | −123−0.6% | Reduced | Holders |
| Q3 2023 | 20,740 | $1.20M | 0.3% | +124+0.6% | Added | Holders |
| Q2 2023 | 20,616 | $1.32M | 0.4% | +30+0.1% | Added | Holders |
| Q1 2023 | 20,586 | $1.43M | 0.5% | +751+3.8% | Added | Holders |
| Q4 2022 | 19,835 | $1.43M | 0.5% | −204−1.0% | Reduced | Holders |
| Q3 2022 | 20,039 | $1.43M | 0.6% | +20,039 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −3,814−100.0% | Sold out | Holders |
| Q4 2021 | 3,814 | $238.0K | 0.1% | +3,814 | New | Holders |