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CAPTRUST FINANCIAL ADVISORS: BMY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 607,026 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 607,026 shares
    Change vs previous 13F -69,419 shares

    0.05% of the 13F portfolio, value $34,976,836.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 676,445 shares
    Change vs previous 13F +134,762 shares

    0.07% of the 13F portfolio, value $41,023,334.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 541,683 shares
    Change vs previous 13F +84,161 shares

    0.06% of the 13F portfolio, value $29,218,375.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 457,522 shares
    Change vs previous 13F -65,803 shares

    0.04% of the 13F portfolio, value $20,634,252.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 523,325 shares
    Change vs previous 13F -20,036 shares

    0.05% of the 13F portfolio, value $24,224,691.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 543,361 shares
    Change vs previous 13F +12,026 shares

    0.08% of the 13F portfolio, value $33,139,588.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 531,335 shares
    Change vs previous 13F +63,229 shares

    0.09% of the 13F portfolio, value $30,052,286.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 468,106 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,219,819.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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