BMY icon

Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2001
Stiles Financial Services
Minnesota
$373K +$1.66K +22 +0.4%
CWM
2002
Cahaba Wealth Management
Georgia
$373K +$302 +4 +0.1%
PWM
2003
Prentice Wealth Management
New York
$373K +$21.3K +283 +6%
IAM
2004
Innovis Asset Management
Illinois
$372K +$390K +5,173 New
CA
2005
Carson Advisory
Georgia
$370K +$37.7K +500 +11%
RCWM
2006
Royal Capital Wealth Management
Indiana
$369K +$226 +3 +0.1%
BWA
2007
Burt Wealth Advisors
Maryland
$368K +$15.6K +207 +4%
FCIM
2008
Fairview Capital Investment Management
California
$366K -$7.54K -100 -2%
MA
2009
MONECO Advisors
Connecticut
$366K +$452 +6 +0.1%
FBB
2010
Fulton Breakefield Broenniman
Maryland
$365K +$22.6K +300 +6%
NJBEST
2011
New Jersey Better Educational Savings Trust
New Jersey
$365K – – –
LAI
2012
Legal Advantage Investments
California
$364K – – –
MFFIA
2013
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$363K +$381K +5,051 New
EA
2014
Eudaimonia Advisors
Tennessee
$363K -$6.56K -87 -2%
SCM
2015
Stonehearth Capital Management
Massachusetts
$363K +$164K +2,176 +76%
CC
2016
Commons Capital
Massachusetts
$362K +$1.66K +22 +0.4%
QC
2017
Quent Capital
New York
$362K +$21.2K +281 +6%
SC
2018
Sepio Capital
Utah
$361K -$1.95M -25,860 -84%
AW
2019
Avion Wealth
Texas
$361K – – –
HIC
2020
Harvey Investment Company
Kentucky
$360K – – –
HA
2021
Harbor Advisors
Florida
$360K – – –
BFM
2022
Boothbay Fund Management
New York
$359K -$3.93M -52,106 -91%
ACM
2023
Antonetti Capital Management
Florida
$358K -$14.8K -196 -4%
LIA
2024
LS Investment Advisors
Michigan
$358K – – –
WCG
2025
Weaver Consulting Group
California
$355K -$47.9K -635 -11%
79 80
81
82 83