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Bristol Myers Squibb shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Bristol Myers Squibb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bristol Myers Squibb by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $627k 12k 54.23
2023-09-30 $762k 13k 58.04
2023-06-30 $808k 13k 61.53
2023-03-31 $962k 14k 70.69
2022-12-31 $991k 14k 72.77

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View all positions for Kapstone Financial Advisors

Top funds holding Bristol Myers Squibb

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
FMR
Geode Capital Management
Morgan Stanley
PRIMECAP Management Company
Northern Trust
Bank of America Corporation
Ameriprise Financial
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Bristol Myers Squibb