Bristol Myers Squibb shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 6.4k | 45.10 |
| 2025-06-30 | $332k | 7.2k | 46.29 |
| 2025-03-31 | $456k | 7.5k | 60.99 |
| 2024-12-31 | $590k | 10k | 59.05 |
| 2024-09-30 | $522k | 10k | 50.91 |
| 2024-06-30 | $426k | 10k | 41.53 |
| 2024-03-31 | $627k | 12k | 54.23 |
| 2023-09-30 | $762k | 13k | 58.04 |
| 2023-06-30 | $808k | 13k | 61.53 |
| 2023-03-31 | $962k | 14k | 70.69 |
| 2022-12-31 | $991k | 14k | 72.77 |
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