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Bristol Myers Squibb shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Bristol Myers Squibb

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All positions including Bristol Myers Squibb held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $284k 6.9k 41.30
2024-03-31 $386k 7.1k 54.23
2023-12-31 $374k 7.3k 51.31
2023-09-30 $437k 7.7k 56.66
2023-06-30 $1.9M 30k 63.95
2023-03-31 $2.1M 30k 69.31
2022-12-31 $2.2M 30k 71.95
2022-09-30 $2.1M 30k 71.08
2022-06-30 $2.3M 30k 77.00
2022-03-31 $2.3M 32k 73.04
2021-12-31 $4.9M 78k 62.35
2021-09-30 $6.5M 111k 59.17
2021-06-30 $7.4M 110k 66.82
2021-03-31 $4.0M 64k 63.14
2020-12-31 $3.4M 54k 62.03
2020-09-30 $3.2M 54k 60.29
2020-06-30 $3.1M 53k 58.80
2020-03-31 $2.7M 49k 55.74
2019-12-31 $3.0M 47k 64.18
2019-09-30 $2.7M 47k 57.37
2019-06-30 $1.7M 38k 45.35
2019-03-31 $294k 6.2k 47.73
2018-12-31 $429k 8.2k 52.01

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
PRIMECAP Management Company
Bank of New York Mellon
Northern Trust
T. Rowe Price Associates
Citadel Advisors
Goldman Sachs Group

View all funds holding Bristol Myers Squibb