SEC 13F Intelligence

Wealthtrust Axiom LLC / BMY

Wealthtrust Axiom LLC’s Bristol-Myers Squibb Co Position

Does Wealthtrust Axiom LLC own Bristol-Myers Squibb Co (BMY)? Yes — 121.5K shares worth $7M (+1.81% of its 13F portfolio) as of Q1 2026, up from 121.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
121.5K
% of Portfolio
+1.81%
Quarters Held
30
currently held

Position History BMY

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $7MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $8MQ2 ’25: $6MQ3 ’25: $5MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026121.5K$7M+1.81%
Q4 2025121.4K$7M+1.68%
Q3 2025121.5K$5M+1.47%
Q2 2025122.0K$6M+1.66%
Q1 2025126.0K$8M+2.34%
Q4 2024126.9K$7M+2.14%
Q3 2024126.1K$7M+1.93%
Q2 2024126.3K$5M+1.74%
Q1 2024112.0K$6M+1.96%
Q4 2023112.9K$6M+1.94%
Q3 2023113.3K$7M+2.37%
Q2 2023115.7K$7M+2.45%
Q1 2023115.9K$8M+2.74%
Q4 2022116.4K$8M+2.92%
Q3 2022117.0K$8M+3.17%
Q2 2022117.3K$9M+3.22%
Q1 2022118.1K$9M+2.69%
Q4 2021118.5K$7M+2.36%
Q3 2021106.6K$6M+2.13%
Q2 2021108.7K$7M+2.33%
Q1 2021109.6K$7M+2.34%
Q4 2020112.5K$7M+2.53%
Q3 2020112.8K$7M+2.93%
Q2 2020114.3K$7M+2.96%
Q1 2020118.0K$7M+3.23%
Q4 2019122.8K$8M+2.64%
Q3 2019125.3K$6M+2.24%
Q2 2019129.1K$6M+2.03%
Q1 2019125.7K$6M+2.13%
Q4 2018127.0K$7M+2.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of BMY.