Brass Tax Wealth Management »

Bristol Myers Squibb shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

All positions including Bristol Myers Squibb held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bristol Myers Squibb by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $605k 13k 45.10
2025-06-30 $624k 14k 46.29
2025-03-31 $888k 15k 60.99
2024-12-31 $796k 14k 56.56
2024-09-30 $722k 14k 51.74
2024-06-30 $240k 5.8k 41.53

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
Ameriprise Financial
Capital Research and Management Company - Division 3
Morgan Stanley
Northern Trust
PRIMECAP Management Company
Ubs Global Asset Management Americas
Independent Franchise Partners
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Bristol Myers Squibb