Position in BMY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$492,708
-$33,976 QoQ
Shares Held
8,551
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,551
of 2,514 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $13,797,187 across 9 Drug Manufacturers - General names. BMY ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,627 | $4,350,332 | |
| 2 | JNJ |
Johnson & Johnson
|
12,417 | $3,153,545 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,763 | $2,025,545 | |
| 4 | ABBV |
AbbVie Inc.
|
5,070 | $1,275,814 | |
| 5 | AMGN |
Amgen Inc
|
3,220 | $1,166,026 | |
| 6 | PFE |
Pfizer Inc
|
25,257 | $608,188 | |
| 7 | BMY |
Bristol Myers Squibb Co
This page
|
8,551 | $492,708 | |
| 8 | AZN |
Astrazeneca PLC
|
2,002 | $379,619 |
All Filings in BMY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,708 | 8,551 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $526,684 | 8,684 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $470,572 | 8,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $396,023 | 8,781 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $436,607 | 9,432 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $581,356 | 9,532 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $516,505 | 9,132 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $470,316 | 9,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $389,509 | 9,379 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $552,061 | 10,180 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $522,335 | 10,180 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $721,495 | 12,431 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $794,514 | 12,424 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $889,663 | 12,836 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $988,449 | 13,738 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $879,098 | 12,366 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $962,346 | 12,498 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $915,796 | 12,540 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $778,128 | 12,480 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $751,636 | 12,703 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $810,660 | 12,132 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $753,204 | 11,931 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $702,427 | 11,324 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||