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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Creative Planning, 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)
887,032
Value
$51.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026887,032$51.1M<0.1%−41,001−4.4%ReducedHolders
Q1 2026928,033$56.3M<0.1%+179,268+23.9%AddedHolders
Q4 2025748,765$40.4M<0.1%+225,645+43.1%AddedHolders
Q3 2025523,120$23.6M<0.1%+72,927+16.2%AddedHolders
Q2 2025450,193$20.8M<0.1%−95,476−17.5%ReducedHolders
Q1 2025545,669$33.3M<0.1%+27,890+5.4%AddedHolders
Q4 2024517,779$29.3M<0.1%+26,996+5.5%AddedHolders
Q3 2024490,783$25.4M<0.1%−41,187−7.7%ReducedHolders
Q2 2024531,970$22.1M<0.1%+149,088+38.9%AddedHolders
Q1 2024382,882$20.8M<0.1%+40,960+12.0%AddedHolders
Q4 2023341,922$17.5M<0.1%−21,110−5.8%ReducedHolders
Q3 2023363,032$21.1M<0.1%+18,243+5.3%AddedHolders
Q2 2023344,789$22.0M<0.1%+18,214+5.6%AddedHolders
Q1 2023326,575$22.6M<0.1%−3,826−1.2%ReducedHolders
Q4 2022330,401$23.8M<0.1%+17,705+5.7%AddedHolders
Q3 2022312,696$22.2M<0.1%+3,090+1.0%AddedHolders
Q2 2022309,606$23.8M<0.1%+40,506+15.1%AddedHolders
Q1 2022269,100$19.7M<0.1%+6,647+2.5%AddedHolders
Q4 2021262,453$16.4M<0.1%−8,276−3.1%ReducedHolders
Q3 2021270,729$16.0M<0.1%−4,098−1.5%ReducedHolders
Q2 2021274,827$18.4M<0.1%−62,457−18.5%ReducedHolders
Q1 2021337,284$21.3M<0.1%––Holders

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