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Disclosery

Triangle Securities Wealth Management: BMY position timeline

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

Triangle Securities Wealth Management held 15,015 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,015 shares
    Change vs previous 13F -783 shares

    0.17% of the 13F portfolio, value $865,164.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 15,798 shares
    Change vs previous 13F +19 shares

    0.22% of the 13F portfolio, value $958,149.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,779 shares
    Change vs previous 13F -326 shares

    0.18% of the 13F portfolio, value $851,119.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,105 shares
    Change vs previous 13F +477 shares

    0.16% of the 13F portfolio, value $726,336.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,628 shares
    Change vs previous 13F -1,552 shares

    0.18% of the 13F portfolio, value $723,420.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,180 shares
    Change vs previous 13F +413 shares

    0.27% of the 13F portfolio, value $1,047,808.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,767 shares
    Change vs previous 13F -1,499 shares

    0.24% of the 13F portfolio, value $948,342.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,266 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $945,083.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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