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Disclosery

Baker Avenue Asset Management, LP: BMY position timeline

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

Baker Avenue Asset Management, LP held 17,475 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,475 shares
    Change vs previous 13F -5,338 shares

    0.02% of the 13F portfolio, value $1,006,930.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 22,813 shares
    Change vs previous 13F +13,930 shares

    0.03% of the 13F portfolio, value $1,383,618.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 8,883 shares
    Change vs previous 13F +147 shares

    0.01% of the 13F portfolio, value $479,165.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 8,736 shares
    Change vs previous 13F +3,984 shares

    0.01% of the 13F portfolio, value $393,983.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 4,752 shares
    Change vs previous 13F +1,232 shares

    0.01% of the 13F portfolio, value $219,949.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 3,520 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $214,694.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 3,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $223,504.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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