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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Avidian Wealth Solutions, 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)
12,766
Value
$735.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,766$735.6K<0.1%+606+5.0%AddedHolders
Q1 202612,160$737.5K<0.1%+2,462+25.4%AddedHolders
Q4 20259,698$523.1K<0.1%−3,272−25.2%ReducedHolders
Q3 202512,970$584.9K<0.1%+63+0.5%AddedHolders
Q2 202512,907$597.5K<0.1%+2,233+20.9%AddedHolders
Q1 202510,674$651.0K<0.1%−1,722−13.9%ReducedHolders
Q4 202412,396$701.1K<0.1%+301+2.5%AddedHolders
Q3 202412,095$625.8K<0.1%−106−0.9%ReducedHolders
Q2 202412,201$506.7K<0.1%+5,832+91.6%AddedHolders
Q1 20246,369$345.4K<0.1%+355+5.9%AddedHolders
Q4 20236,014$308.6K<0.1%−1,862−23.6%ReducedHolders
Q3 20237,876$457.1K<0.1%−688−8.0%ReducedHolders
Q2 20238,564$547.7K<0.1%−442−4.9%ReducedHolders
Q1 20239,006$624.2K<0.1%+302+3.5%AddedHolders
Q4 20228,704$626.3K<0.1%+2,103+31.9%AddedHolders
Q3 20226,601$469.0K<0.1%−8,882−57.4%ReducedHolders
Q2 202215,483$1.19M0.1%+781+5.3%AddedHolders
Q1 202214,702$1.07M0.1%−806−5.2%ReducedHolders
Q4 202115,508$967.0K0.1%−29−0.2%ReducedHolders
Q3 202115,537$919.0K0.1%+5,445+54.0%AddedHolders
Q2 202110,092$674.0K0.1%+10+0.1%AddedHolders
Q1 202110,082$636.0K0.1%––Holders

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