Bristol Myers Squibb shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.1M | 89k | 46.29 |
| 2025-03-31 | $3.3M | 54k | 60.99 |
| 2024-12-31 | $2.9M | 52k | 56.56 |
| 2024-09-30 | $2.5M | 49k | 51.74 |
| 2024-06-30 | $1.6M | 39k | 41.53 |
| 2024-03-31 | $2.6M | 47k | 54.23 |
| 2023-12-31 | $23M | 450k | 51.31 |
| 2023-09-30 | $32M | 551k | 58.04 |
| 2023-06-30 | $33M | 73k | 458.21 |
| 2023-03-31 | $49M | 73k | 669.12 |
| 2022-12-31 | $38M | 530k | 71.95 |
| 2022-09-30 | $37M | 517k | 71.09 |
| 2022-06-30 | $35M | 448k | 77.00 |
| 2022-03-31 | $33M | 444k | 73.03 |
| 2021-12-31 | $27M | 427k | 62.35 |
| 2021-09-30 | $24M | 403k | 59.17 |
| 2021-06-30 | $26M | 386k | 66.82 |
| 2021-03-31 | $23M | 357k | 63.13 |
| 2020-12-31 | $17M | 269k | 62.03 |
| 2020-09-30 | $15M | 240k | 60.29 |
| 2020-06-30 | $12M | 211k | 58.80 |
| 2020-03-31 | $711k | 13k | 55.75 |
| 2019-12-31 | $1.0M | 16k | 64.19 |
| 2019-09-30 | $331k | 6.5k | 50.67 |
| 2019-06-30 | $422k | 9.3k | 45.31 |
| 2019-03-31 | $223k | 4.7k | 47.76 |
| 2018-12-31 | $230k | 4.4k | 51.93 |
| 2018-09-30 | $231k | 3.7k | 62.20 |
| 2016-06-30 | $241k | 3.3k | 73.66 |
| 2015-12-31 | $327k | 4.8k | 68.76 |
| 2015-03-31 | $246k | 3.8k | 64.50 |
| 2014-06-30 | $236k | 4.9k | 48.52 |
| 2014-03-31 | $253k | 4.9k | 52.01 |