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Wealth Dimensions Group’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Dimensions Group’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$527K Sell
8,684
-40
-0.5% -$2.33K 0.1% 101
2025
Q4 		$471K Sell
8,724
-57
-0.6% -$2.74K 0.09% 104
2025
Q3 		$396K Sell
8,781
-651
-7% -$30.4K 0.08% 116
2025
Q2 		$437K Sell
9,432
-100
-1% -$4.91K 0.1% 109
2025
Q1 		$581K Buy
9,532
+400
+4% +$23.3K 0.14% 88
2024
Q4 		$517K Buy
9,132
+42
+0.5% +$2.35K 0.13% 87
2024
Q3 		$470K Sell
9,090
-289
-3% -$13.6K 0.12% 89
2024
Q2 		$390K Sell
9,379
-801
-8% -$35.8K 0.11% 97
2024
Q1 		$552K Hold
10,180
– – 0.16% 77
2023
Q4 		$522K Sell
10,180
-2,251
-18% -$118K 0.17% 72
2023
Q3 		$722K Buy
12,431
+7
+0.1% +$429 0.26% 51
2023
Q2 		$794K Sell
12,424
-412
-3% -$27.6K 0.29% 49
2023
Q1 		$890K Sell
12,836
-902
-7% -$63.6K 0.34% 43
2022
Q4 		$988K Buy
13,738
+1,372
+11% +$103K 0.4% 40
2022
Q3 		$879K Sell
12,366
-132
-1% -$9.57K 0.43% 36
2022
Q2 		$962K Sell
12,498
-42
-0.3% -$3.2K 0.46% 34
2022
Q1 		$916K Buy
12,540
+60
+0.5% +$4.03K 0.42% 40
2021
Q4 		$778K Sell
12,480
-223
-2% -$13.1K 0.38% 46
2021
Q3 		$752K Buy
12,703
+571
+5% +$37.6K 0.48% 43
2021
Q2 		$811K Buy
12,132
+201
+2% +$13.1K 0.55% 34
2021
Q1 		$753K Buy
11,931
+607
+5% +$37.8K 0.58% 35
2020
Q4 		$702K Buy
+11,324
New +$696K 0.61% 28

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Dimensions Group's BMY Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Bristol-Myers Squibb (BMY) stake by 0.46% in Q1 2026, selling an estimated $2.33K and leaving 8,684 shares worth $527K. The position accounts for 0.1% of the portfolio, ranked #101.

Wealth Dimensions Group first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $988K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealth Dimensions Group held 8,684 shares of Bristol-Myers Squibb worth $527K as of Q1 2026.
  • Wealth Dimensions Group sold 40 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.33K.
  • Bristol-Myers Squibb made up 0.1% of Wealth Dimensions Group's portfolio in Q1 2026, its #101 holding.
  • Wealth Dimensions Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Bristol-Myers Squibb position peaked at $988K in Q4 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.