Bristol Myers Squibb shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Bristol Myers Squibb
Tip: Access up to 7 years of quarterly data
All positions including Bristol Myers Squibb held by Lyell 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 Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 5.6k | 45.10 |
| 2025-06-30 | $261k | 5.6k | 46.29 |
| 2025-03-31 | $344k | 5.6k | 60.99 |
| 2024-12-31 | $319k | 5.6k | 56.56 |
| 2024-09-30 | $292k | 5.6k | 51.74 |
| 2024-06-30 | $240k | 5.8k | 41.53 |
| 2024-03-31 | $348k | 6.4k | 54.23 |
| 2023-12-31 | $386k | 7.5k | 51.31 |
| 2023-09-30 | $466k | 8.0k | 58.04 |
| 2023-06-30 | $715k | 11k | 63.95 |
| 2023-03-31 | $813k | 12k | 69.31 |
| 2022-12-31 | $898k | 13k | 71.95 |
| 2022-09-30 | $957k | 14k | 71.09 |
| 2022-06-30 | $978k | 13k | 77.54 |
| 2022-03-31 | $923k | 13k | 73.59 |
| 2021-12-31 | $674k | 11k | 62.33 |
| 2021-09-30 | $673k | 11k | 59.62 |
| 2021-06-30 | $858k | 13k | 66.83 |
| 2021-03-31 | $818k | 13k | 63.66 |
| 2020-12-31 | $562k | 9.0k | 62.49 |
| 2020-09-30 | $200k | 3.3k | 60.28 |
| 2019-12-31 | $201k | 3.1k | 64.34 |
| 2018-12-31 | $813k | 16k | 51.98 |
| 2018-09-30 | $1.0M | 17k | 62.08 |
| 2018-06-30 | $1.2M | 21k | 55.32 |
| 2018-03-31 | $2.1M | 34k | 63.24 |
| 2017-12-31 | $2.1M | 35k | 61.28 |
| 2017-09-30 | $2.5M | 40k | 63.73 |
| 2017-06-30 | $2.2M | 39k | 55.71 |
| 2017-03-31 | $1.9M | 35k | 54.38 |
| 2016-12-31 | $2.1M | 36k | 58.43 |