Bristol Myers Squibb shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bristol Myers Squibb by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $886k | 20k | 45.10 |
| 2025-06-30 | $912k | 20k | 46.29 |
| 2025-03-31 | $1.2M | 20k | 60.99 |
| 2024-12-31 | $1.2M | 21k | 56.56 |
| 2024-09-30 | $1.1M | 21k | 51.74 |
| 2024-06-30 | $891k | 22k | 41.53 |
| 2024-03-31 | $962k | 18k | 54.23 |
| 2023-12-31 | $690k | 13k | 51.31 |
| 2023-09-30 | $787k | 14k | 58.04 |
| 2023-06-30 | $840k | 13k | 63.95 |
| 2023-03-31 | $865k | 13k | 69.31 |
| 2022-12-31 | $839k | 12k | 71.95 |
| 2022-09-30 | $793k | 11k | 71.10 |
| 2022-06-30 | $864k | 11k | 76.98 |
| 2022-03-31 | $758k | 10k | 73.03 |
| 2021-12-31 | $640k | 10k | 62.35 |
| 2021-09-30 | $617k | 10k | 59.13 |
| 2021-06-30 | $696k | 10k | 66.79 |
| 2021-03-31 | $682k | 11k | 63.11 |
| 2020-12-31 | $479k | 7.7k | 61.97 |
| 2020-09-30 | $456k | 7.6k | 60.25 |
| 2020-06-30 | $420k | 7.1k | 58.77 |
| 2020-03-31 | $373k | 6.7k | 55.62 |