Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Gladstone Institutional Advisory LLC, 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): 67,905
Value: $3.91M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,905	$3.91M	0.1%	+361+0.5%	Added	Holders
Q1 2026	67,544	$4.10M	0.2%	−22,632−25.1%	Reduced	Holders
Q4 2025	90,176	$4.86M	0.2%	−9,545−9.6%	Reduced	Holders
Q3 2025	99,721	$4.50M	0.2%	−13,550−12.0%	Reduced	Holders
Q2 2025	113,271	$5.24M	0.2%	+30,168+36.3%	Added	Holders
Q1 2025	83,103	$5.07M	0.2%	+18,049+27.7%	Added	Holders
Q4 2024	65,054	$3.68M	0.2%	−5,952−8.4%	Reduced	Holders
Q3 2024	71,006	$3.67M	0.2%	−36,225−33.8%	Reduced	Holders
Q2 2024	107,231	$4.45M	0.2%	+6,112+6.0%	Added	Holders
Q1 2024	101,119	$5.48M	0.3%	+38,333+61.1%	Added	Holders
Q4 2023	62,786	$3.22M	0.2%	+10,373+19.8%	Added	Holders
Q3 2023	52,413	$3.04M	0.2%	+2,636+5.3%	Added	Holders
Q2 2023	49,777	$3.18M	0.2%	+586+1.2%	Added	Holders
Q1 2023	49,191	$3.41M	0.2%	−3,859−7.3%	Reduced	Holders
Q4 2022	53,050	$3.82M	0.3%	−20,773−28.1%	Reduced	Holders
Q3 2022	73,823	$5.25M	0.4%	+28,433+62.6%	Added	Holders
Q2 2022	45,390	$3.50M	0.3%	−2,354−4.9%	Reduced	Holders
Q1 2022	47,744	$3.49M	0.2%	−92−0.2%	Reduced	Holders
Q4 2021	47,836	$2.98M	0.2%	+11,441+31.4%	Added	Holders
Q3 2021	36,395	$2.15M	0.2%	−986−2.6%	Reduced	Holders
Q2 2021	37,381	$2.50M	0.3%	+4,776+14.6%	Added	Holders
Q1 2021	32,605	$2.06M	0.3%	–	–	Holders

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