Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Plan Group Financial, 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): 11,399
Value: $656.8K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of BMY by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,399	$656.8K	0.1%	+1,390+13.9%	Added	Holders
Q1 2026	10,009	$607.0K	0.1%	+1,049+11.7%	Added	Holders
Q4 2025	8,960	$483.3K	0.1%	+4,417+97.2%	Added	Holders
Q3 2025	4,543	$204.9K	0.1%	+4,543	New	Holders