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CARRET ASSET MANAGEMENT, LLC: BMY position timeline

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

CARRET ASSET MANAGEMENT, LLC held 39,339 BMY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,339 shares
    Change vs previous 13F -2,216 shares

    0.2% of the 13F portfolio, value $2,266,713.

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, 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 41,555 shares
    Change vs previous 13F -2,850 shares

    0.25% of the 13F portfolio, value $2,520,311.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, 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 44,405 shares
    Change vs previous 13F -6,990 shares

    0.23% of the 13F portfolio, value $2,395,206.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, 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 51,395 shares
    Change vs previous 13F +2,288 shares

    0.23% of the 13F portfolio, value $2,317,914.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, 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 49,107 shares
    Change vs previous 13F -1,580 shares

    0.24% of the 13F portfolio, value $2,273,163.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, 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 50,687 shares
    Change vs previous 13F +771 shares

    0.35% of the 13F portfolio, value $3,091,400.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, 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 49,916 shares
    Change vs previous 13F -3,951 shares

    0.31% of the 13F portfolio, value $2,823,249.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, 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 53,867 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,787,079.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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