Bristol Myers Squibb shares owned by Heritage Trust
Quarter-by-quarter ownership of Bristol Myers Squibb (BMY) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Bristol Myers Squibb
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Quarterly reported holdings in Bristol Myers Squibb by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $460k | 8.5k | 54.23 |
| 2023-12-31 | $533k | 10k | 51.31 |
| 2023-09-30 | $2.2M | 38k | 58.04 |
| 2023-06-30 | $2.5M | 38k | 63.96 |
| 2023-03-31 | $2.5M | 36k | 69.31 |
| 2022-12-31 | $2.4M | 33k | 71.95 |
| 2022-09-30 | $2.1M | 29k | 71.53 |
| 2022-06-30 | $2.3M | 29k | 77.37 |
| 2022-03-31 | $2.1M | 29k | 72.99 |
| 2021-12-31 | $583k | 9.3k | 62.77 |
| 2021-09-30 | $521k | 8.7k | 59.85 |
| 2021-06-30 | $572k | 8.5k | 67.15 |
| 2021-03-31 | $480k | 7.6k | 62.77 |
| 2020-12-31 | $876k | 14k | 62.04 |
| 2020-09-30 | $833k | 14k | 60.28 |
| 2020-06-30 | $958k | 16k | 58.78 |
| 2020-03-31 | $405k | 7.3k | 55.47 |
| 2019-12-31 | $468k | 7.3k | 64.23 |
| 2018-12-31 | $78k | 1.5k | 52.00 |
| 2018-09-30 | $105k | 1.7k | 62.02 |
| 2018-06-30 | $94k | 1.7k | 55.52 |
| 2018-03-31 | $119k | 1.9k | 63.20 |
| 2017-12-31 | $115k | 1.9k | 61.07 |
| 2017-09-30 | $121k | 1.9k | 63.78 |
| 2017-06-30 | $100k | 1.8k | 55.65 |
| 2017-03-31 | $123k | 2.3k | 54.38 |