Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

BMY holding history

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

BMY overview All 13F holders of BMY Full Q2 2026 holdings

Shares (Q2 2026): 4,308
Value: $248.2K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,308	$248.2K	<0.1%	−824−16.1%	Reduced	Holders
Q1 2026	5,132	$311.3K	<0.1%	+3+0.1%	Added	Holders
Q4 2025	5,129	$276.7K	<0.1%	+518+11.2%	Added	Holders
Q3 2025	4,611	$207.9K	<0.1%	−599−11.5%	Reduced	Holders
Q2 2025	5,210	$241.2K	<0.1%	+10.0%	Added	Holders
Q1 2025	5,209	$317.7K	<0.1%	+10.0%	Added	Holders
Q4 2024	5,208	$294.6K	<0.1%	+20+0.4%	Added	Holders
Q3 2024	5,188	$268.4K	<0.1%	−239−4.4%	Reduced	Holders
Q2 2024	5,427	$225.4K	<0.1%	−35,474−86.7%	Reduced	Holders
Q1 2024	40,901	$2.22M	0.2%	−21,107−34.0%	Reduced	Holders
Q4 2023	62,008	$2.61M	0.4%	+1,917+3.2%	Added	Holders
Q3 2023	60,091	$3.49M	0.5%	−1,847−3.0%	Reduced	Holders
Q2 2023	61,938	$3.96M	0.6%	−46−0.1%	Reduced	Holders
Q1 2023	61,984	$4.30M	0.7%	+316+0.5%	Added	Holders
Q4 2022	61,668	$4.44M	0.7%	+260+0.4%	Added	Holders
Q3 2022	61,408	$4.37M	0.7%	+90+0.1%	Added	Holders
Q2 2022	61,318	$4.72M	0.8%	−999−1.6%	Reduced	Holders
Q1 2022	62,317	$4.55M	0.6%	−5,933−8.7%	Reduced	Holders
Q4 2021	68,250	$4.25M	0.5%	−17,783−20.7%	Reduced	Holders
Q3 2021	86,033	$5.09M	0.7%	00.0%	Unchanged	Holders
Q2 2021	86,033	$5.75M	0.8%	+490+0.6%	Added	Holders
Q1 2021	85,543	$5.40M	0.8%	–	–	Holders

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