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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by CWS Financial Advisors, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of BMY by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,357−100.0%Sold outHolders
Q1 20253,357$204.7K0.1%+3,357NewHolders
Q1 20240$00.0%−7,774−100.0%Sold outHolders
Q4 20237,774$398.9K0.1%−2,768−26.3%ReducedHolders
Q3 202310,542$611.9K0.2%−504−4.6%ReducedHolders
Q2 202311,046$706.4K0.3%−300−2.6%ReducedHolders
Q1 202311,346$786.4K0.3%+794+7.5%AddedHolders
Q4 202210,552$666.0K0.3%−180−1.7%ReducedHolders
Q3 202210,732$763.0K0.4%−184−1.7%ReducedHolders
Q2 202210,916$841.0K0.4%00.0%UnchangedHolders
Q1 202210,916$797.0K0.3%00.0%UnchangedHolders
Q4 202110,916$681.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202110,648$712.0K0.3%+96+0.9%AddedHolders
Q1 202110,552$666.0K0.3%––Holders

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