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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

BMY holding history

Bristol Myers Squibb Co in every 13F filed by Bartlett & Co. 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)
129,968
Value
$7.49M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BMY by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129,968$7.49M0.1%−1,686−1.3%ReducedHolders
Q1 2026131,654$7.55M0.1%−2,948−2.2%ReducedHolders
Q4 2025134,602$7.26M0.1%−18,002−11.8%ReducedHolders
Q3 2025152,604$6.88M0.1%−3,139−2.0%ReducedHolders
Q2 2025155,743$7.21M0.1%−3,429−2.2%ReducedHolders
Q1 2025159,172$9.71M0.1%−7,531−4.5%ReducedHolders
Q4 2024166,703$9.43M0.1%−5,860−3.4%ReducedHolders
Q3 2024172,563$8.93M0.1%−18,148−9.5%ReducedHolders
Q2 2024190,711$7.92M0.1%−32,232−14.5%ReducedHolders
Q1 2024222,943$12.1M0.2%−57,567−20.5%ReducedHolders
Q4 2023280,510$14.4M0.2%−99,303−26.1%ReducedHolders
Q3 2023379,813$22.0M0.4%−210,231−35.6%ReducedHolders
Q2 2023590,044$37.7M0.7%−270,369−31.4%ReducedHolders
Q1 2023860,413$59.6M1.2%+7,082+0.8%AddedHolders
Q4 2022853,331$61.4M1.2%+3,004+0.4%AddedHolders
Q3 2022850,327$60.5M1.3%+5,839+0.7%AddedHolders
Q2 2022844,488$65.5M1.3%−11,190−1.3%ReducedHolders
Q1 2022855,678$63.0M1.1%+24,291+2.9%AddedHolders
Q4 2021831,387$51.8M0.9%−49,373−5.6%ReducedHolders
Q3 2021880,760$52.5M1.0%+13,716+1.6%AddedHolders
Q2 2021867,044$57.9M1.1%+2,713+0.3%AddedHolders
Q1 2021864,331$55.0M1.1%––Holders

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