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Disclosery

Partnership Wealth Management, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnership Wealth Management, LLC on BMY, newest first. How the timeline and the estimate are built.

Partnership Wealth Management, LLC held 29,948 BMY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,948 shares
    Change vs previous 13F -1,408 shares

    1.33% of the 13F portfolio, value $1,868,756.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,356 shares
    Change vs previous 13F +770 shares

    1.22% of the 13F portfolio, value $1,806,705.

    13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,586 shares
    Change vs previous 13F -8,495 shares

    1.41% of the 13F portfolio, value $1,855,011.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 39,081 shares
    Change vs previous 13F +1,178 shares

    1.52% of the 13F portfolio, value $2,108,003.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 37,903 shares
    Change vs previous 13F +9,155 shares

    1.32% of the 13F portfolio, value $1,709,406.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 28,748 shares
    Change vs previous 13F +523 shares

    1.08% of the 13F portfolio, value $1,330,725.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 28,225 shares
    Change vs previous 13F +358 shares

    1.46% of the 13F portfolio, value $1,721,416.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 27,867 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,576,133.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).