SEC 13F Intelligence

Greystone Financial Group, LLC / BMY

Greystone Financial Group, LLC’s Bristol-Myers Squibb Co Position

Does Greystone Financial Group, LLC own Bristol-Myers Squibb Co (BMY)? Not currently — the last reported position was 160.0K shares worth $10M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q1 2025
Shares
160.0K
% of Portfolio
+1.77%
Quarters Held
8
position exited

Position History BMY

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $6MQ3 ’21Q4 ’21: $7MQ4 ’21Q1 ’22: $9MQ1 ’22Q2 ’23: $4MQ2 ’23Q3 ’23: $3MQ3 ’23Q1 ’25: $10MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025160.0K$10M+1.77%
Q3 202356.3K$3M+0.81%
Q2 202354.9K$4M+0.81%
Q1 2022117.8K$9M+2.17%
Q4 2021119.1K$7M+1.78%
Q3 202193.0K$6M+1.64%
Q2 2021106.7K$7M+1.77%
Q1 2021106.0K$7M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of BMY.