Element Wealth, LLC

SEC CIK: 0001802743
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Element Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMY overview All 13F holders of BMY Full Q2 2026 holdings

Shares (Q2 2026): 4,427
Value: $255.1K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of BMY by Element Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,427	$255.1K	0.1%	−109−2.4%	Reduced	Holders
Q1 2026	4,536	$275.1K	0.1%	+45+1.0%	Added	Holders
Q4 2025	4,491	$242.2K	0.1%	+4,491	New	Holders