Bristol Myers Squibb shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $524k | 11k | 47.43 |
| 2025-03-31 | $734k | 12k | 60.99 |
| 2024-12-31 | $722k | 12k | 59.95 |
| 2024-09-30 | $500k | 9.7k | 51.74 |
| 2024-06-30 | $392k | 9.4k | 41.53 |
| 2024-03-31 | $679k | 13k | 54.23 |
| 2023-12-31 | $695k | 14k | 51.31 |
| 2023-09-30 | $817k | 16k | 52.29 |
| 2023-06-30 | $1.0M | 16k | 63.95 |
| 2023-03-31 | $1.1M | 17k | 69.31 |
| 2022-12-31 | $1.2M | 17k | 71.95 |
| 2022-09-30 | $1.2M | 16k | 74.60 |
| 2022-06-30 | $1.2M | 17k | 72.82 |
| 2022-03-31 | $1.2M | 16k | 73.02 |
| 2021-12-31 | $1.1M | 18k | 62.12 |
| 2021-09-30 | $1.1M | 18k | 59.19 |
| 2021-06-30 | $1.2M | 19k | 66.83 |
| 2021-03-31 | $1.3M | 20k | 62.04 |
| 2020-12-31 | $1.1M | 19k | 60.28 |
| 2020-09-30 | $1.5M | 25k | 59.51 |
| 2020-06-30 | $1.5M | 26k | 59.58 |
| 2020-03-31 | $1.8M | 31k | 57.88 |
| 2019-12-31 | $2.6M | 40k | 63.70 |
| 2019-09-30 | $1.9M | 36k | 51.60 |
| 2019-06-30 | $2.3M | 52k | 45.35 |
| 2019-03-31 | $2.5M | 53k | 46.88 |
| 2018-12-31 | $2.2M | 43k | 51.97 |
| 2018-09-30 | $314k | 5.5k | 57.45 |
| 2018-06-30 | $217k | 3.4k | 63.28 |
| 2018-03-31 | $255k | 4.0k | 63.35 |
| 2017-12-31 | $2.4M | 39k | 61.28 |
| 2017-09-30 | $2.5M | 39k | 63.74 |
| 2017-06-30 | $3.0M | 55k | 55.72 |
| 2017-03-31 | $3.1M | 56k | 54.38 |
| 2016-12-31 | $3.1M | 53k | 58.44 |
| 2016-09-30 | $2.9M | 54k | 53.91 |
| 2016-06-30 | $3.4M | 46k | 73.55 |
| 2016-03-31 | $2.9M | 46k | 63.88 |
| 2015-12-31 | $3.1M | 46k | 68.79 |
| 2015-09-30 | $2.3M | 39k | 59.19 |
| 2015-06-30 | $2.6M | 39k | 66.54 |
| 2015-03-31 | $2.6M | 39k | 67.41 |
| 2014-12-31 | $2.6M | 45k | 59.04 |
More positions owned by Summit Financial Wealth Advisors
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