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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by EP Wealth Advisors, 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)
87,527
Value
$5.04M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BMY by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,527$5.04M<0.1%+15,334+21.2%AddedHolders
Q1 202672,193$4.38M<0.1%−1,017−1.4%ReducedHolders
Q4 202573,210$3.95M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202588,549$4.10M<0.1%+34,221+63.0%AddedHolders
Q1 202554,328$3.31M<0.1%+2,739+5.3%AddedHolders
Q4 202451,589$2.92M<0.1%+2,337+4.7%AddedHolders
Q3 202449,252$2.55M<0.1%+9,836+25.0%AddedHolders
Q2 202439,416$1.64M<0.1%−7,961−16.8%ReducedHolders
Q1 202447,377$2.57M<0.1%−402,318−89.5%ReducedHolders
Q4 2023449,695$23.1M0.3%−101,485−18.4%ReducedHolders
Q3 2023551,180$32.0M0.5%+478,283+656.1%AddedHolders
Q2 202372,897$33.4M0.5%00.0%UnchangedHolders
Q1 202372,897$48.8M1.0%−456,904−86.2%ReducedHolders
Q4 2022529,801$38.1M0.7%+12,824+2.5%AddedHolders
Q3 2022516,977$36.8M0.8%+68,617+15.3%AddedHolders
Q2 2022448,360$34.5M0.8%+3,935+0.9%AddedHolders
Q1 2022444,425$32.5M0.7%+17,360+4.1%AddedHolders
Q4 2021427,065$26.6M0.6%+24,117+6.0%AddedHolders
Q3 2021402,948$23.8M0.7%+16,743+4.3%AddedHolders
Q2 2021386,205$25.8M0.7%+29,725+8.3%AddedHolders
Q1 2021356,480$22.5M0.7%––Holders

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