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Bristol Myers Squibb shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 242k 45.10
2025-06-30 $12M 250k 46.29
2025-03-31 $12M 202k 60.99

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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
Morgan Stanley
Northern Trust
PRIMECAP Management Company
Ubs Global Asset Management Americas
Independent Franchise Partners
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Bristol Myers Squibb