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Disclosery

WealthTrust Axiom LLC: BMY position timeline

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

WealthTrust Axiom LLC held 119,517 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,517 shares
    Change vs previous 13F -1,954 shares

    1.54% of the 13F portfolio, value $6,886,573.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
    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 121,471 shares
    Change vs previous 13F +109 shares

    1.81% of the 13F portfolio, value $7,367,200.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    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 121,362 shares
    Change vs previous 13F -174 shares

    1.68% of the 13F portfolio, value $6,546,290.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 121,536 shares
    Change vs previous 13F -463 shares

    1.47% of the 13F portfolio, value $5,481,269.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 121,999 shares
    Change vs previous 13F -4,015 shares

    1.66% of the 13F portfolio, value $5,647,329.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 126,014 shares
    Change vs previous 13F -878 shares

    2.34% of the 13F portfolio, value $7,685,622.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    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 126,892 shares
    Change vs previous 13F +793 shares

    2.14% of the 13F portfolio, value $7,176,999.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 126,099 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $6,524,366.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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