Bristol Myers Squibb shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bristol Myers Squibb by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 21k | 45.10 |
| 2025-06-30 | $1.0M | 22k | 46.29 |
| 2025-03-31 | $1.4M | 23k | 60.99 |
| 2024-12-31 | $1.5M | 26k | 56.56 |
| 2024-09-30 | $1.7M | 33k | 51.74 |
| 2024-06-30 | $1.3M | 32k | 41.53 |
| 2024-03-31 | $1.7M | 32k | 54.23 |
| 2023-12-31 | $1.5M | 30k | 51.31 |
| 2023-09-30 | $1.7M | 30k | 58.04 |
| 2023-06-30 | $1.9M | 30k | 63.95 |
| 2023-03-31 | $2.1M | 30k | 69.31 |
| 2022-12-31 | $2.2M | 31k | 71.95 |
| 2022-09-30 | $2.2M | 31k | 71.10 |
| 2022-06-30 | $2.4M | 31k | 77.01 |
| 2022-03-31 | $2.9M | 40k | 73.02 |
| 2021-12-31 | $3.5M | 56k | 62.34 |
| 2021-09-30 | $3.3M | 56k | 59.17 |
| 2021-06-30 | $3.7M | 56k | 66.82 |
| 2021-03-31 | $3.5M | 56k | 63.13 |
| 2020-12-31 | $3.5M | 56k | 62.04 |
| 2020-09-30 | $3.4M | 56k | 60.28 |
| 2020-06-30 | $1.2M | 20k | 58.81 |
| 2020-03-31 | $1.1M | 20k | 55.76 |
| 2019-12-31 | $1.3M | 20k | 64.18 |
| 2019-09-30 | $648k | 13k | 50.68 |
| 2019-06-30 | $868k | 19k | 45.34 |
| 2019-03-31 | $880k | 18k | 47.72 |
| 2018-09-30 | $1.1M | 19k | 61.38 |
| 2018-06-30 | $1.1M | 19k | 55.48 |
| 2018-03-31 | $945k | 18k | 52.20 |
| 2017-12-31 | $840k | 14k | 60.93 |
| 2017-09-30 | $1.3M | 21k | 63.55 |
| 2017-06-30 | $1.2M | 21k | 55.96 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management