TRUE Private Wealth Advisors

SEC CIK: 0001667074
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by TRUE Private Wealth Advisors, 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): 9,727
Value: $560.5K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by TRUE Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,727	$560.5K	<0.1%	−356−3.5%	Reduced	Holders
Q1 2026	10,083	$611.6K	0.1%	−153−1.5%	Reduced	Holders
Q4 2025	10,236	$552.1K	0.1%	+103+1.0%	Added	Holders
Q3 2025	10,133	$457.0K	<0.1%	−905−8.2%	Reduced	Holders
Q2 2025	11,038	$511.0K	0.1%	+1,477+15.4%	Added	Holders
Q1 2025	9,561	$583.1K	0.1%	+348+3.8%	Added	Holders
Q4 2024	9,213	$521.1K	0.1%	−125−1.3%	Reduced	Holders
Q3 2024	9,338	$483.2K	0.1%	−4,069−30.3%	Reduced	Holders
Q2 2024	13,407	$556.8K	0.1%	−996−6.9%	Reduced	Holders
Q1 2024	14,403	$781.1K	0.1%	+645+4.7%	Added	Holders
Q4 2023	13,758	$705.9K	0.1%	−48,125−77.8%	Reduced	Holders
Q3 2023	61,883	$3.59M	0.5%	+6,661+12.1%	Added	Holders
Q2 2023	55,222	$3.53M	0.5%	+1,165+2.2%	Added	Holders
Q1 2023	54,057	$3.75M	0.6%	−457−0.8%	Reduced	Holders
Q4 2022	54,514	$3.92M	0.6%	+782+1.5%	Added	Holders
Q3 2022	53,732	$3.82M	0.6%	+2,920+5.7%	Added	Holders
Q2 2022	50,812	$3.91M	0.6%	+1,328+2.7%	Added	Holders
Q1 2022	49,484	$3.78M	0.5%	+39,940+418.5%	Added	Holders
Q4 2021	9,544	$595.0K	0.1%	−533−5.3%	Reduced	Holders
Q3 2021	10,077	$601.0K	0.1%	−596−5.6%	Reduced	Holders
Q2 2021	10,673	$713.0K	0.1%	+1,375+14.8%	Added	Holders
Q1 2021	9,298	$592.0K	0.1%	–	–	Holders

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