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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by HCR Wealth Advisors, 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)
7,365
Value
$424.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of BMY by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,365$424.4K<0.1%+7,365NewHolders
Q3 20250$00.0%−10,671−100.0%Sold outHolders
Q2 202510,671$494.0K0.1%+458+4.5%AddedHolders
Q1 202510,213$622.9K0.1%−275−2.6%ReducedHolders
Q4 202410,488$593.2K0.1%−984−8.6%ReducedHolders
Q3 202411,472$593.6K0.1%−603−5.0%ReducedHolders
Q2 202412,075$501.5K0.1%−2,366−16.4%ReducedHolders
Q1 202414,441$783.2K0.1%−177−1.2%ReducedHolders
Q4 202314,618$750.1K0.1%+1,405+10.6%AddedHolders
Q3 202313,213$766.9K0.2%−1,030−7.2%ReducedHolders
Q2 202314,243$910.8K0.2%−571−3.9%ReducedHolders
Q1 202314,814$1.03M0.2%+107+0.7%AddedHolders
Q4 202214,707$1.06M0.2%−411−2.7%ReducedHolders
Q3 202215,118$1.07M0.2%−364−2.4%ReducedHolders
Q2 202215,482$1.20M0.2%−479−3.0%ReducedHolders
Q1 202215,961$1.17M0.2%−3,150−16.5%ReducedHolders
Q4 202119,111$1.19M0.2%−1,384−6.8%ReducedHolders
Q3 202120,495$1.21M0.2%+37+0.2%AddedHolders
Q2 202120,458$1.37M0.2%+428+2.1%AddedHolders
Q1 202120,030$1.26M0.3%––Holders

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