Moss Adams Wealth Advisors »

Bristol Myers Squibb shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bristol Myers Squibb by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $300k 5.3k 56.56
2024-09-30 $210k 4.1k 51.74
2024-03-31 $261k 4.8k 54.23
2023-03-31 $233k 3.4k 69.31
2022-12-31 $236k 3.3k 71.95

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Bank of New York Mellon
Northern Trust
T. Rowe Price Associates
Ameriprise Financial
Legal & General Group
Citadel Advisors

View all funds holding Bristol Myers Squibb