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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by XML Financial, LLC, 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)
46,441
Value
$2.68M
% of portfolio
0.2%
Quarters held
19
Since Q3 2021
Holdings of BMY by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,441$2.68M0.2%−5,040−9.8%ReducedHolders
Q1 202651,481$3.12M0.3%−2,008−3.8%ReducedHolders
Q4 202553,489$2.89M0.2%−5,573−9.4%ReducedHolders
Q3 202559,062$2.66M0.2%−3,525−5.6%ReducedHolders
Q2 202562,587$2.90M0.3%−9,864−13.6%ReducedHolders
Q1 202572,451$4.42M0.4%−2,617−3.5%ReducedHolders
Q4 202475,068$4.25M0.4%+583+0.8%AddedHolders
Q3 202474,485$3.85M0.4%−4,511−5.7%ReducedHolders
Q2 202478,996$3.28M0.3%−5,528−6.5%ReducedHolders
Q1 202484,524$4.58M0.5%−19,829−19.0%ReducedHolders
Q4 2023104,353$5.35M0.6%+1,943+1.9%AddedHolders
Q3 2023102,410$5.94M0.7%+274+0.3%AddedHolders
Q2 2023102,136$6.53M0.8%+2,390+2.4%AddedHolders
Q1 202399,746$6.91M0.8%+1,002+1.0%AddedHolders
Q4 202298,744$7.10M0.9%−346−0.3%ReducedHolders
Q3 202299,090$7.04M1.0%+99,090NewHolders
Q2 20220$00.0%−99,347−100.0%Sold outHolders
Q1 202299,347$7.25M0.9%−755−0.8%ReducedHolders
Q4 2021100,102$6.24M0.8%+5,956+6.3%AddedHolders
Q3 202194,146$5.57M0.7%+94,146NewHolders