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Bristol Myers Squibb shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $11k 193 58.04
2023-06-30 $12k 193 63.95
2023-03-31 $13k 193 69.31
2022-12-31 $14k 193 71.95

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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

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