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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Mattern 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 overviewAll 13F holders of BMYFull Q2 2026 holdings

Shares (Q2 2026)
3,800
Value
$219.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BMY by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,800$219.0K<0.1%00.0%UnchangedHolders
Q1 20263,800$230.5K<0.1%00.0%UnchangedHolders
Q4 20253,800$205.0K<0.1%+3,800NewHolders
Q3 20250$00.0%−4,400−100.0%Sold outHolders
Q2 20254,400$203.7K<0.1%00.0%UnchangedHolders
Q1 20254,400$268.4K0.1%−400−8.3%ReducedHolders
Q4 20244,800$271.5K0.1%00.0%UnchangedHolders
Q3 20244,800$248.4K0.1%+4,800NewHolders
Q2 20240$00.0%−4,400−100.0%Sold outHolders
Q1 20244,400$238.6K0.1%00.0%UnchangedHolders
Q4 20234,400$225.8K0.1%−1,100−20.0%ReducedHolders
Q3 20235,500$319.2K0.1%00.0%UnchangedHolders
Q2 20235,500$351.7K0.1%00.0%UnchangedHolders
Q1 20235,500$381.2K0.1%00.0%UnchangedHolders
Q4 20225,500$395.8K0.2%00.0%UnchangedHolders
Q3 20225,500$391.0K0.2%00.0%UnchangedHolders
Q2 20225,500$424.0K0.2%00.0%UnchangedHolders
Q1 20225,500$402.0K0.1%00.0%UnchangedHolders
Q4 20215,500$343.0K0.1%−100−1.8%ReducedHolders
Q3 20215,600$331.0K0.1%+100+1.8%AddedHolders
Q2 20215,500$370.0K0.1%00.0%UnchangedHolders
Q1 20215,500$347.0K0.1%––Holders

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