Bristol Myers Squibb shares owned by Caldwell Trust
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 35k | 45.10 |
| 2021-12-31 | $3.1M | 49k | 62.35 |
| 2021-09-30 | $3.0M | 50k | 59.17 |
| 2021-06-30 | $3.6M | 53k | 66.82 |
| 2021-03-31 | $3.4M | 55k | 63.13 |
| 2020-12-31 | $3.4M | 55k | 62.03 |
| 2020-09-30 | $3.7M | 61k | 60.29 |
| 2020-06-30 | $3.9M | 66k | 58.80 |
| 2020-03-31 | $3.7M | 66k | 55.74 |
| 2019-12-31 | $4.4M | 68k | 64.19 |