Bristol-Myers Squibb Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $3.92B | 0.20% | 64,679,742 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $3.14B | 0.22% | 51,751,757 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $1.59B | 0.22% | 26,190,904 NS | $720.54B | FIGI |
| N/A — | — | $1.44B | 0.22% | 23,744,103 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $1.14B | 0.51% | 18,835,882 NS | $225.69B | FIGI |
| State Street(R) Health Care Select Sector SPD… SELECT SECTOR SPDR TRUST | XLV | $898.81M | 2.33% | 14,819,702 NS | $38.60B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $866.90M | 1.20% | 14,293,460 NS | $72.40B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $696.42M | 0.22% | 11,482,539 NS | $315.46B | FIGI |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | — | $530.66M | 0.49% | 8,749,509 NS | $107.43B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $503.68M | 1.15% | 8,304,755 NS | $43.96B | FIGI |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $375.43M | 0.91% | 6,190,077 NS | $41.28B | FIGI |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | MOAT | $337.21M | 2.90% | 5,559,989 NS | $11.62B | FIGI |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | — | $277.75M | 1.13% | 4,579,500 NS | $24.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $259.62M | 0.22% | 4,280,566 NS | $117.66B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $251.47M | 0.40% | 4,146,327 NS | $62.55B | FIGI |
| First Trust Morningstar Dividend Leaders Inde… First Trust Exchange-Traded Fund | FDL | $239.47M | 3.26% | 3,948,376 NS | $7.35B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $236.40M | 0.15% | 3,897,734 NS | $153.97B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $229.24M | 0.33% | 3,779,790 NS | $69.79B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $213.11M | 0.46% | 3,513,812 NS | $46.62B | FIGI |
| Dodge & Cox Stock Fund Dodge & Cox Funds | — | $194.18M | 0.17% | 3,201,639 NS | $114.75B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $173.49M | 1.28% | 2,860,450 NS | $13.54B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $155.47M | 0.20% | 2,563,318 NS | $79.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $145.43M | 0.46% | 2,397,800 NS | $31.78B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $145.00M | 0.23% | 2,390,685 NS | $64.18B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $120.88M | 0.60% | 1,993,027 NS | $20.06B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $112.55M | 0.22% | 1,855,734 NS | $51.91B | FIGI |
| New Perspective Fund New Perspective Fund | — | $104.18M | 0.07% | 1,717,697 NS | $152.76B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $104.03M | 0.43% | 1,715,219 NS | $24.08B | FIGI |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $100.01M | 0.62% | 1,649,000 NS | $16.17B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYD | $96.30M | 1.37% | 1,587,770 NS | $7.05B | FIGI |
| Independent Franchise Partners US Equity Fund Advisers Investment Trust | — | $96.22M | 6.29% | 1,586,498 NS | $1.53B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $95.89M | 0.09% | 1,581,027 NS | $111.77B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $88.18M | 0.21% | 1,453,855 NS | $42.78B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $86.37M | 0.25% | 1,424,115 NS | $34.27B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $80.25M | 0.99% | 1,323,140 NS | $8.07B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $77.30M | 0.22% | 1,274,477 NS | $34.99B | FIGI |
| Columbia Variable Portfolio - Disciplined Cor… Columbia Funds Variable Series Trust II | — | $75.28M | 2.13% | 1,241,251 NS | $3.54B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $73.62M | 0.20% | 1,213,846 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $69.52M | 0.12% | 1,146,170 NS | $58.89B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $67.66M | 0.26% | 1,115,544 NS | $25.99B | FIGI |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | — | $64.89M | 3.60% | 1,069,834 NS | $1.80B | FIGI |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | — | $64.12M | 0.39% | 1,057,142 NS | $16.50B | FIGI |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | — | $64.09M | 1.17% | 1,056,651 NS | $5.49B | FIGI |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $63.70M | 1.07% | 1,050,212 NS | $5.97B | FIGI |
| JNL/Newton Equity Income Fund JNL Series Trust | — | $62.86M | 1.57% | 1,036,413 NS | $4.00B | FIGI |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | — | $62.34M | 0.60% | 1,027,806 NS | $10.30B | FIGI |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | — | $62.03M | 1.25% | 1,022,717 NS | $4.95B | FIGI |
| Franklin Income Fund Franklin Custodian Funds | — | $60.65M | 0.08% | 1,000,000 NS | $78.63B | FIGI |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | — | $59.64M | 0.85% | 983,401 NS | $7.00B | FIGI |
| VanEck Pharmaceutical ETF VanEck ETF Trust | PPH | $59.47M | 4.62% | 980,623 NS | $1.29B | FIGI |