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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Mascoma Wealth Management 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)
260
Value
$15.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BMY by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026260$15.0K<0.1%+6+2.4%AddedHolders
Q1 2026254$15.4K<0.1%00.0%UnchangedHolders
Q4 2025254$13.7K<0.1%+26+11.4%AddedHolders
Q3 2025228$10.3K<0.1%−350−60.6%ReducedHolders
Q2 2025578$26.8K<0.1%−60−9.4%ReducedHolders
Q1 2025638$38.9K<0.1%00.0%UnchangedHolders
Q4 2024638$36.1K<0.1%00.0%UnchangedHolders
Q3 2024638$33.0K<0.1%00.0%UnchangedHolders
Q2 2024638$26.5K<0.1%−8−1.2%ReducedHolders
Q1 2024646$35.0K<0.1%00.0%UnchangedHolders
Q4 2023646$33.1K<0.1%00.0%UnchangedHolders
Q3 2023646$37.5K<0.1%00.0%UnchangedHolders
Q2 2023646$38.9K<0.1%−391−37.7%ReducedHolders
Q1 20231,037$69.2K<0.1%00.0%UnchangedHolders
Q4 20221,037$74.6K<0.1%00.0%UnchangedHolders
Q3 20221,037$74.0K<0.1%00.0%UnchangedHolders
Q2 20221,037$80.0K<0.1%00.0%UnchangedHolders
Q1 20221,037$76.0K<0.1%00.0%UnchangedHolders
Q4 20211,037$65.0K<0.1%−101−8.9%ReducedHolders
Q3 20211,138$67.0K<0.1%+1,138NewHolders
Q2 20210$00.0%−1,634−100.0%Sold outHolders
Q1 20211,634$103.0K<0.1%––Holders

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