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Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Wealth Dimensions Group, Ltd., 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 Q2 2026 holdings

Shares (Q2 2026)
8,551
Value
$492.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,551$492.7K0.1%−133−1.5%ReducedHolders
Q1 20268,684$526.7K0.1%−40−0.5%ReducedHolders
Q4 20258,724$470.6K0.1%−57−0.6%ReducedHolders
Q3 20258,781$396.0K0.1%−651−6.9%ReducedHolders
Q2 20259,432$436.6K0.1%−100−1.0%ReducedHolders
Q1 20259,532$581.4K0.1%+400+4.4%AddedHolders
Q4 20249,132$516.5K0.1%+42+0.5%AddedHolders
Q3 20249,090$470.3K0.1%−289−3.1%ReducedHolders
Q2 20249,379$389.5K0.1%−801−7.9%ReducedHolders
Q1 202410,180$552.1K0.2%00.0%UnchangedHolders
Q4 202310,180$522.4K0.2%−2,251−18.1%ReducedHolders
Q3 202312,431$721.5K0.3%+7+0.1%AddedHolders
Q2 202312,424$794.5K0.3%−412−3.2%ReducedHolders
Q1 202312,836$889.6K0.3%−902−6.6%ReducedHolders
Q4 202213,738$988.5K0.4%+1,372+11.1%AddedHolders
Q3 202212,366$879.0K0.4%−132−1.1%ReducedHolders
Q2 202212,498$962.0K0.5%−42−0.3%ReducedHolders
Q1 202212,540$916.0K0.4%+60+0.5%AddedHolders
Q4 202112,480$778.0K0.4%−223−1.8%ReducedHolders
Q3 202112,703$752.0K0.5%+571+4.7%AddedHolders
Q2 202112,132$811.0K0.5%+201+1.7%AddedHolders
Q1 202111,931$753.0K0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.