BMY — Bristol-Myers Squibb Co

Ownership history in SS&H Financial Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

SS&H Financial Advisors, Inc. reported Bristol-Myers Squibb Co (BMY) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q1. The latest visible filing shows BMY at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SS&H Financial Advisors, Inc.'s position in Bristol-Myers Squibb Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BMY was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMY stock page SS&H Financial Advisors, Inc. fund profile SS&H Financial Advisors, Inc. full holdings
How SS&H Financial Advisors, Inc. held BMY — position size vs. price
% of Fund (quarterly)    BMY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,350 +13,450 +24.1% 1.09% $3.7M 2026-02-14 (Est.) $60.12
2025 Q3 ADDED 55,900 +2,900 +5.5% 0.77% $2.5M 2025-10-17 $42.68
2025 Q2 REDUCED 53,000 -900 -1.7% 0.82% $2.5M 2025-08-05 $44.24
2025 Q1 UNCHANGED 53,900 — 0% 1.23% $3.3M 2025-04-10 $48.06
2024 Q4 ADDED 53,900 +5,025 +10.3% 1.11% $3.0M 2025-01-14 $52.52
2024 Q3 ADDED 48,875 +1,750 +3.7% 0.92% $2.5M 2024-10-09 $49.20
2024 Q2 REDUCED 47,125 -1,000 -2.1% 0.76% $2.0M 2024-09-10 $45.42
2024 Q1 ADDED 48,125 +500 +1.0% 1.09% $2.6M 2024-05-09 $40.61
2023 Q4 ADDED 47,625 +5,372 +12.7% 1.04% $2.4M 2024-02-13 $43.71
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMY

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 1.93% Ridgewood Investments LLC 3Y 7Y 1.04% ADIRONDACK TRUST CO 3Y 7Y 0.41% First County Bank /CT/ 0.24% Hickory Point Bank & Trust 0.19% NEVILLE RODIE & SHAW INC 3Y 7Y 0.17% Hilltop National Bank 0.13% Bangor Savings Bank 3Y 7Y 0.12% Investors Research Corp 3Y 7Y 0.1% MJT & Associates Financial Advisory Group, Inc. 0.08%

FAQ About SS&H Financial Advisors, Inc. and BMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SS&H Financial Advisors, Inc. reported owning BMY?

SS&H Financial Advisors, Inc. reported BMY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BMY position in SS&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BMY was 1.23% in 2025 Q1.

What is the latest reported BMY position on this page?

The most recent filing on this page is 2025 Q4, when SS&H Financial Advisors, Inc. reported 69,350 shares, equal to 1.09% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BMY ownership page compare?

The chart compares SS&H Financial Advisors, Inc.'s quarterly BMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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