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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
Q2 		$493K Sell
8,551
-133
-2% -$7.64K 0.09% 107
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Dimensions Group's BMY Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q2 2026, selling an estimated $7.64K and leaving 8,551 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #107.

Wealth Dimensions Group first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $988K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Dimensions Group held 8,551 shares of Bristol-Myers Squibb worth $493K as of Q2 2026.
  • Wealth Dimensions Group sold 133 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.64K.
  • Bristol-Myers Squibb made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #107 holding.
  • Wealth Dimensions Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 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 Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.