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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by IVC Wealth 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 2026)
5,201
Value
$299.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BMY by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,201$299.7K0.1%+6+0.1%AddedHolders
Q1 20265,195$315.1K0.1%−20.0%ReducedHolders
Q4 20255,197$280.3K0.1%−25−0.5%ReducedHolders
Q3 20255,222$235.5K0.1%−283−5.1%ReducedHolders
Q2 20255,505$254.8K0.1%+738+15.5%AddedHolders
Q1 20254,767$290.7K0.2%−127−2.6%ReducedHolders
Q4 20244,894$276.8K0.2%−469−8.7%ReducedHolders
Q3 20245,363$277.5K0.2%−217−3.9%ReducedHolders
Q2 20245,580$231.7K0.1%+5,580NewHolders
Q1 20240$00.0%−4,000−100.0%Sold outHolders
Q4 20234,000$205.2K0.1%−4,367−52.2%ReducedHolders
Q3 20238,367$485.6K0.3%−624−6.9%ReducedHolders
Q2 20238,991$575.0K0.4%+140+1.6%AddedHolders
Q1 20238,851$613.5K0.4%−128−1.4%ReducedHolders
Q4 20228,979$646.0K0.5%+174+2.0%AddedHolders
Q3 20228,805$626.0K0.5%−137−1.5%ReducedHolders
Q2 20228,942$689.0K0.5%+105+1.2%AddedHolders
Q1 20228,837$645.0K0.4%+574+6.9%AddedHolders
Q4 20218,263$515.0K0.3%+270+3.4%AddedHolders
Q3 20217,993$473.0K0.3%−250−3.0%ReducedHolders
Q2 20218,243$551.0K0.4%−1,925−18.9%ReducedHolders
Q1 202110,168$642.0K0.5%––Holders

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