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Bristol Myers Squibb shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $453k 8.7k 51.74
2024-06-30 $339k 8.2k 41.53
2024-03-31 $443k 8.2k 54.23
2023-12-31 $247k 4.8k 51.31

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

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