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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Gradient Investments 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)
5,854
Value
$337.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,854$337.3K<0.1%−367−5.9%ReducedHolders
Q1 20266,221$377.3K<0.1%−15−0.2%ReducedHolders
Q4 20256,236$336.4K<0.1%−151−2.4%ReducedHolders
Q3 20256,387$288.1K<0.1%+1,005+18.7%AddedHolders
Q2 20255,382$249.1K<0.1%−74−1.4%ReducedHolders
Q1 20255,456$332.8K<0.1%−189−3.3%ReducedHolders
Q4 20245,645$319.3K<0.1%−276−4.7%ReducedHolders
Q3 20245,921$306.3K<0.1%+528+9.8%AddedHolders
Q2 20245,393$224.0K<0.1%+449+9.1%AddedHolders
Q1 20244,944$268.1K<0.1%−5,536−52.8%ReducedHolders
Q4 202310,480$537.8K<0.1%−146,536−93.3%ReducedHolders
Q3 2023157,016$9.11M0.2%−214,571−57.7%ReducedHolders
Q2 2023371,587$23.8M0.6%+45,856+14.1%AddedHolders
Q1 2023325,731$22.6M0.6%+53,679+19.7%AddedHolders
Q4 2022272,052$19.6M0.6%+8,858+3.4%AddedHolders
Q3 2022263,194$18.7M0.6%+21,504+8.9%AddedHolders
Q2 2022241,690$18.6M0.5%−46,860−16.2%ReducedHolders
Q1 2022288,550$21.1M0.5%−45,328−13.6%ReducedHolders
Q4 2021333,878$20.8M0.5%+15,414+4.8%AddedHolders
Q3 2021318,464$18.8M0.5%+66,681+26.5%AddedHolders
Q2 2021251,783$16.8M0.5%+7,624+3.1%AddedHolders
Q1 2021244,159$15.4M0.5%––Holders

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