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Advisors Asset Management, Inc.: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on BMY, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 302,317 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,317 shares
    Change vs previous 13F +68,061 shares

    0.27% of the 13F portfolio, value $17,419,506.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 234,256 shares
    Change vs previous 13F +11,951 shares

    0.24% of the 13F portfolio, value $14,207,626.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 222,305 shares
    Change vs previous 13F +10,375 shares

    0.2% of the 13F portfolio, value $11,991,132.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 211,930 shares
    Change vs previous 13F +5,729 shares

    0.16% of the 13F portfolio, value $9,558,043.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 206,201 shares
    Change vs previous 13F -22,752 shares

    0.17% of the 13F portfolio, value $9,545,044.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 228,953 shares
    Change vs previous 13F -24,575 shares

    0.26% of the 13F portfolio, value $13,963,843.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 253,528 shares
    Change vs previous 13F +41,089 shares

    0.26% of the 13F portfolio, value $14,339,544.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 212,439 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,991,594.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).