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Claret Asset Management Corp: BMY position timeline

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

Claret Asset Management Corp held 187,581 BMY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,581 shares
    Change vs previous 13F -2,349 shares

    1.16% of the 13F portfolio, value $10,808,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 189,930 shares
    Change vs previous 13F +3,414 shares

    1.38% of the 13F portfolio, value $11,519,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 186,516 shares
    Change vs previous 13F -2,609 shares

    1.17% of the 13F portfolio, value $10,061,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 189,125 shares
    Change vs previous 13F +2,766 shares

    1.02% of the 13F portfolio, value $8,530,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 186,359 shares
    Change vs previous 13F +13,374 shares

    1.12% of the 13F portfolio, value $8,627,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 172,985 shares
    Change vs previous 13F -1,638 shares

    1.52% of the 13F portfolio, value $10,550,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    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 174,623 shares
    Change vs previous 13F +2,199 shares

    1.56% of the 13F portfolio, value $9,877,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    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 172,424 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $8,921,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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