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Bristol Myers Squibb shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

All positions including Bristol Myers Squibb held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bristol Myers Squibb by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $480k 8.9k 54.23
2023-09-30 $3.1M 53k 58.04

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
Ameriprise Financial
Capital Research and Management Company - Division 3
Northern Trust
PRIMECAP Management Company
Ubs Global Asset Management Americas
Independent Franchise Partners
Goldman Sachs Group
Dimensional Fund Advisors
Susquehanna International

View all funds holding Bristol Myers Squibb