Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Xcel 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 overview All 13F holders of BMY Full Q2 2026 holdings

Shares (Q2 2026): 9,821
Value: $565.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,821	$565.9K	0.1%	−2,629−21.1%	Reduced	Holders
Q1 2026	12,450	$755.1K	0.2%	−4,546−26.7%	Reduced	Holders
Q4 2025	16,996	$916.8K	0.2%	−1,579−8.5%	Reduced	Holders
Q3 2025	18,575	$837.7K	0.2%	−2,169−10.5%	Reduced	Holders
Q2 2025	20,744	$960.2K	0.3%	−988−4.5%	Reduced	Holders
Q1 2025	21,732	$1.33M	0.4%	+6,913+46.6%	Added	Holders
Q4 2024	14,819	$838.2K	0.2%	+7,029+90.2%	Added	Holders
Q3 2024	7,790	$403.1K	0.1%	00.0%	Unchanged	Holders
Q2 2024	7,790	$323.5K	0.1%	−2,665−25.5%	Reduced	Holders
Q1 2024	10,455	$567.0K	0.2%	−1,515−12.7%	Reduced	Holders
Q4 2023	11,970	$614.2K	0.2%	−3,195−21.1%	Reduced	Holders
Q3 2023	15,165	$880.2K	0.3%	−14,471−48.8%	Reduced	Holders
Q2 2023	29,636	$1.90M	0.6%	−513−1.7%	Reduced	Holders
Q1 2023	30,149	$2.09M	0.7%	−227−0.7%	Reduced	Holders
Q4 2022	30,376	$2.19M	0.9%	−2,450−7.5%	Reduced	Holders
Q3 2022	32,826	$2.33M	0.9%	−9,185−21.9%	Reduced	Holders
Q2 2022	42,011	$3.23M	1.2%	−42,609−50.4%	Reduced	Holders
Q1 2022	84,620	$6.18M	1.7%	−90,290−51.6%	Reduced	Holders
Q4 2021	174,910	$10.9M	2.8%	+10,291+6.3%	Added	Holders
Q3 2021	164,619	$9.74M	2.8%	+26,623+19.3%	Added	Holders
Q2 2021	137,996	$9.22M	2.8%	−14,995−9.8%	Reduced	Holders
Q1 2021	152,991	$9.66M	3.4%	–	–	Holders

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