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Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Wealth 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)
13,692
Value
$789.0K
% of portfolio
0.2%
Quarters held
6
Since Q1 2024
Holdings of BMY by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,692$789.0K0.2%+10,234+296.0%AddedHolders
Q1 20263,458$210.0K0.2%+3,458NewHolders
Q2 20250$00.0%−3,558−100.0%Sold outHolders
Q1 20253,558$217.0K0.1%−2,457−40.8%ReducedHolders
Q4 20246,015$340.0K0.2%+6,015NewHolders
Q3 20240$00.0%−5,560−100.0%Sold outHolders
Q2 20245,560$231.0K0.2%−633−10.2%ReducedHolders
Q1 20246,193$336.0K0.3%–No prior filingHolders