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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
40,994
Value
$1.85M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of BMY by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202540,994$1.85M0.1%−1,203−2.9%ReducedHolders
Q2 202542,197$1.95M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202444,911$2.54M0.1%+2,269+5.3%AddedHolders
Q3 202442,642$2.21M0.1%+4,315+11.3%AddedHolders
Q2 202438,327$1.59M0.1%−12,911−25.2%ReducedHolders
Q1 202451,238$2.78M0.1%−6,262−10.9%ReducedHolders
Q4 202357,500$2.95M0.2%−7,929−12.1%ReducedHolders
Q3 202365,429$3.80M0.2%−2,477−3.6%ReducedHolders
Q2 202367,906$4.34M0.2%−1,725−2.5%ReducedHolders
Q1 202369,631$4.83M0.3%−4,836−6.5%ReducedHolders
Q4 202274,467$5.36M0.3%+3,353+4.7%AddedHolders
Q3 202271,114$5.06M0.4%+3,528+5.2%AddedHolders
Q2 202267,586$5.20M0.4%+3,675+5.8%AddedHolders
Q1 202263,911$4.67M0.3%+4,242+7.1%AddedHolders
Q4 202159,669$3.72M0.2%−2,637−4.2%ReducedHolders
Q3 202162,306$3.69M0.2%−41−0.1%ReducedHolders
Q2 202162,347$4.17M0.3%+2,729+4.6%AddedHolders
Q1 202159,618$3.76M0.3%––Holders

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