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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMY overviewAll 13F holders of BMYFull Q2 2026 holdings

Shares (Q2 2026)
4,988
Value
$287.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,988$287.4K<0.1%+175+3.6%AddedHolders
Q1 20264,813$291.9K<0.1%00.0%UnchangedHolders
Q4 20254,813$259.6K<0.1%−2,188−31.3%ReducedHolders
Q3 20257,001$315.7K<0.1%−127−1.8%ReducedHolders
Q2 20257,128$330.0K<0.1%+2,308+47.9%AddedHolders
Q1 20254,820$294.0K<0.1%−560−10.4%ReducedHolders
Q4 20245,380$304.3K<0.1%−120−2.2%ReducedHolders
Q3 20245,500$284.6K<0.1%−3,024−35.5%ReducedHolders
Q2 20248,524$354.0K0.1%−823−8.8%ReducedHolders
Q1 20249,347$506.9K0.1%−1,677−15.2%ReducedHolders
Q4 202311,024$565.6K0.1%−2,247−16.9%ReducedHolders
Q3 202313,271$770.2K0.2%−420−3.1%ReducedHolders
Q2 202313,691$875.5K0.2%−255−1.8%ReducedHolders
Q1 202313,946$966.6K0.2%−172−1.2%ReducedHolders
Q4 202214,118$1.02M0.2%−1,000−6.6%ReducedHolders
Q3 202215,118$1.07M0.2%+170+1.1%AddedHolders
Q2 202214,948$1.16M0.2%+566+3.9%AddedHolders
Q1 202214,382$1.05M0.2%+73+0.5%AddedHolders
Q4 202114,309$892.0K0.2%−81−0.6%ReducedHolders
Q3 202114,390$851.0K0.2%−17−0.1%ReducedHolders
Q2 202114,407$963.0K0.2%−225−1.5%ReducedHolders
Q1 202114,632$924.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.