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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
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)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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
CalPERS

View all funds holding Bristol Myers Squibb