Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Wealth Alliance, 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): 18,651
Value: $1.07M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BMY by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,651	$1.07M	0.1%	−385−2.0%	Reduced	Holders
Q1 2026	19,036	$1.15M	0.1%	−591−3.0%	Reduced	Holders
Q4 2025	19,627	$1.06M	0.1%	+1,811+10.2%	Added	Holders
Q3 2025	17,816	$803.5K	0.1%	−832−4.5%	Reduced	Holders
Q2 2025	18,648	$863.2K	0.1%	−23,050−55.3%	Reduced	Holders
Q1 2025	41,698	$2.54M	0.3%	−3,985−8.7%	Reduced	Holders
Q4 2024	45,683	$2.58M	0.3%	−56−0.1%	Reduced	Holders
Q3 2024	45,739	$2.37M	0.3%	+1,236+2.8%	Added	Holders
Q2 2024	44,503	$1.85M	0.2%	+5,390+13.8%	Added	Holders
Q1 2024	39,113	$2.12M	0.3%	+12,889+49.1%	Added	Holders
Q4 2023	26,224	$1.35M	0.2%	−911−3.4%	Reduced	Holders
Q3 2023	27,135	$1.57M	0.2%	+1,132+4.4%	Added	Holders
Q2 2023	26,003	$1.66M	0.2%	+3,489+15.5%	Added	Holders
Q1 2023	22,514	$1.56M	0.3%	+728+3.3%	Added	Holders
Q4 2022	21,786	$1.57M	0.3%	−2,652−10.9%	Reduced	Holders
Q3 2022	24,438	$1.74M	0.3%	−3,381−12.2%	Reduced	Holders
Q2 2022	27,819	$2.14M	0.4%	+1,228+4.6%	Added	Holders
Q1 2022	26,591	$1.94M	0.4%	+7,502+39.3%	Added	Holders
Q4 2021	19,089	$1.19M	0.2%	+8,116+74.0%	Added	Holders
Q3 2021	10,973	$649.0K	0.1%	−1,415−11.4%	Reduced	Holders
Q2 2021	12,388	$828.0K	0.2%	−927−7.0%	Reduced	Holders
Q1 2021	13,315	$841.0K	0.2%	–	–	Holders

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