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Livermore
Livermore
ZHEN

Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Wealthquest Corp, 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)
6,075
Value
$350.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of BMY by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,075$350.0K<0.1%+204+3.5%AddedHolders
Q1 20265,871$356.1K<0.1%+111+1.9%AddedHolders
Q4 20255,760$310.7K<0.1%+5,760NewHolders
Q2 20250$00.0%−4,669−100.0%Sold outHolders
Q1 20254,669$284.8K<0.1%−276−5.6%ReducedHolders
Q4 20244,945$279.7K<0.1%+135+2.8%AddedHolders
Q3 20244,810$254.4K<0.1%−1,300−21.3%ReducedHolders
Q2 20246,110$253.7K<0.1%−20−0.3%ReducedHolders
Q1 20246,130$332.4K<0.1%00.0%UnchangedHolders
Q4 20236,130$314.5K<0.1%−92−1.5%ReducedHolders
Q3 20236,222$361.1K<0.1%+6,222NewHolders
Q2 20230$00.0%−3,726−100.0%Sold outHolders
Q1 20233,726$258.2K<0.1%−233−5.9%ReducedHolders
Q4 20223,959$284.9K<0.1%00.0%UnchangedHolders
Q3 20223,959$281.0K<0.1%−106−2.6%ReducedHolders
Q2 20224,065$313.0K<0.1%−10.0%ReducedHolders
Q1 20224,066$253.0K<0.1%00.0%UnchangedHolders
Q4 20214,066$253.0K<0.1%+4,066NewHolders
Q3 20210$00.0%−3,512−100.0%Sold outHolders
Q2 20213,512$234.0K<0.1%+46+1.3%AddedHolders
Q1 20213,466$218.0K<0.1%––Holders

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