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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Arkadios Wealth Advisors, 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)
320,925
Value
$18.5M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of BMY by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026320,925$18.5M0.3%+21,701+7.3%AddedHolders
Q1 2026299,224$18.1M0.3%+8,363+2.9%AddedHolders
Q4 2025290,861$15.7M0.3%+45,673+18.6%AddedHolders
Q3 2025245,188$11.1M0.3%+25,695+11.7%AddedHolders
Q2 2025219,493$10.2M0.3%+32,930+17.7%AddedHolders
Q1 2025186,563$11.4M0.4%+35,144+23.2%AddedHolders
Q4 2024151,419$8.56M0.5%+12,992+9.4%AddedHolders
Q3 2024138,427$7.16M0.4%+90,696+190.0%AddedHolders
Q2 202447,731$1.98M0.1%+10,110+26.9%AddedHolders
Q1 202437,621$2.04M0.2%+7,056+23.1%AddedHolders
Q4 202330,565$1.57M0.1%−10,408−25.4%ReducedHolders
Q3 202340,973$2.38M0.2%+18,339+81.0%AddedHolders
Q2 202322,634$1.45M0.2%+1,058+4.9%AddedHolders
Q1 202321,576$1.50M0.2%−545−2.5%ReducedHolders
Q4 202222,121$1.59M0.2%+4,303+24.1%AddedHolders
Q3 202217,818$1.27M0.2%+358+2.1%AddedHolders
Q2 202217,460$1.34M0.2%+3,608+26.0%AddedHolders
Q1 202213,852$1.01M0.1%+2,764+24.9%AddedHolders
Q4 202111,088$691.0K0.1%−2,911−20.8%ReducedHolders
Q3 202113,999$828.0K0.1%−2,710−16.2%ReducedHolders
Q2 202116,709$1.12M0.1%+4,426+36.0%AddedHolders
Q1 202112,283$775.0K0.1%––Holders

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