Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Evercore 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 overview All 13F holders of BMY Full Q2 2026 holdings

Shares (Q2 2026): 21,171
Value: $1.22M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,171	$1.22M	<0.1%	−400−1.9%	Reduced	Holders
Q1 2026	21,571	$1.31M	<0.1%	−725−3.3%	Reduced	Holders
Q4 2025	22,296	$1.20M	<0.1%	+1,122+5.3%	Added	Holders
Q3 2025	21,174	$954.9K	<0.1%	+30.0%	Added	Holders
Q2 2025	21,171	$980.0K	<0.1%	−484−2.2%	Reduced	Holders
Q1 2025	21,655	$1.32M	<0.1%	−7,553−25.9%	Reduced	Holders
Q4 2024	29,208	$1.65M	<0.1%	−667−2.2%	Reduced	Holders
Q3 2024	29,875	$1.55M	<0.1%	−9,589−24.3%	Reduced	Holders
Q2 2024	39,464	$1.64M	<0.1%	−12,211−23.6%	Reduced	Holders
Q1 2024	51,675	$2.80M	<0.1%	−10,588−17.0%	Reduced	Holders
Q4 2023	62,263	$3.19M	0.1%	−3,329−5.1%	Reduced	Holders
Q3 2023	65,592	$3.81M	0.1%	−4,974−7.0%	Reduced	Holders
Q2 2023	70,566	$4.51M	0.1%	−2,302−3.2%	Reduced	Holders
Q1 2023	72,868	$5.05M	0.1%	−2,071−2.8%	Reduced	Holders
Q4 2022	74,939	$5.39M	0.1%	+3,839+5.4%	Added	Holders
Q3 2022	71,100	$5.05M	0.1%	+467+0.7%	Added	Holders
Q2 2022	70,633	$5.44M	0.1%	−355−0.5%	Reduced	Holders
Q1 2022	70,988	$5.18M	0.1%	−3,000−4.1%	Reduced	Holders
Q4 2021	73,988	$4.61M	0.1%	−6,238−7.8%	Reduced	Holders
Q3 2021	80,226	$4.75M	0.1%	−5,069−5.9%	Reduced	Holders
Q2 2021	85,295	$5.70M	0.1%	−3,303−3.7%	Reduced	Holders
Q1 2021	88,598	$5.59M	0.1%	–	–	Holders

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