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Bristol Myers Squibb shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $687k 13k 51.31
2023-09-30 $778k 13k 58.04
2023-06-30 $960k 15k 63.95
2023-03-31 $954k 14k 69.31
2022-12-31 $974k 14k 71.95

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Bristol Myers Squibb

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
PRIMECAP Management Company
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Bank of New York Mellon
Dodge & Cox
Robeco Investment Management
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Nordea Investment Management Ab

View all funds holding Bristol Myers Squibb