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Disclosery

Ballentine Partners, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on BMY, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 41,874 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,874 shares
    Change vs previous 13F +3,090 shares

    0.03% of the 13F portfolio, value $2,412,780.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 38,784 shares
    Change vs previous 13F +997 shares

    0.03% of the 13F portfolio, value $2,352,250.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 37,787 shares
    Change vs previous 13F +1,332 shares

    0.03% of the 13F portfolio, value $2,038,230.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 36,455 shares
    Change vs previous 13F -1,777 shares

    0.02% of the 13F portfolio, value $1,644,120.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 38,232 shares
    Change vs previous 13F -2,554 shares

    0.03% of the 13F portfolio, value $1,769,758.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 40,786 shares
    Change vs previous 13F +233 shares

    0.04% of the 13F portfolio, value $2,487,539.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 40,553 shares
    Change vs previous 13F +1,508 shares

    0.04% of the 13F portfolio, value $2,293,678.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 39,045 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,020,188.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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