Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Selective Wealth Management, Inc., 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 18; Since Q1 2021

Holdings of BMY by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−4,600−100.0%	Sold out	Holders
Q3 2025	4,600	$205.5K	0.1%	−201−4.2%	Reduced	Holders
Q2 2025	4,801	$228.8K	0.1%	−800−14.3%	Reduced	Holders
Q1 2025	5,601	$284.1K	0.1%	−111−1.9%	Reduced	Holders
Q4 2024	5,712	$318.4K	0.1%	−2,122−27.1%	Reduced	Holders
Q3 2024	7,834	$411.1K	0.2%	−179−2.2%	Reduced	Holders
Q2 2024	8,013	$327.4K	0.1%	−41−0.5%	Reduced	Holders
Q1 2024	8,054	$405.0K	0.2%	−200−2.4%	Reduced	Holders
Q4 2023	8,254	$429.5K	0.2%	−928−10.1%	Reduced	Holders
Q3 2023	9,182	$520.9K	0.3%	−1,469−13.8%	Reduced	Holders
Q2 2023	10,651	$665.5K	0.3%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	11,433	$847.8K	0.4%	−5,400−32.1%	Reduced	Holders
Q3 2022	16,833	$1.20M	0.5%	−11,323−40.2%	Reduced	Holders
Q2 2022	28,156	$2.17M	0.8%	−85−0.3%	Reduced	Holders
Q1 2022	28,241	$2.06M	0.7%	−1,790−6.0%	Reduced	Holders
Q4 2021	30,031	$1.87M	0.8%	−335−1.1%	Reduced	Holders
Q3 2021	30,366	$1.80M	1.0%	−14,100−31.7%	Reduced	Holders
Q2 2021	44,466	$2.97M	2.4%	−15,035−25.3%	Reduced	Holders
Q1 2021	59,501	$3.76M	3.4%	–	–	Holders

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