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Bristol Myers Squibb shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 6.3k 53.94
2025-03-31 $216k 3.5k 60.99
2024-06-30 $79k 1.9k 41.53

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
Norges Bank Investment Management
Ameriprise Financial
PRIMECAP Management Company
Northern Trust
Bank of New York Mellon
Ubs Global Asset Management Americas
Capital Research and Management Company - Division 3
Independent Franchise Partners
Goldman Sachs Group

View all funds holding Bristol Myers Squibb